High impact networking
Meet and connect with future-minded financial advisors, RIAs, broker dealers, asset managers, investment banks, asset servicing, tech vendors, & more!
Outcome-oriented learning and networking
Wealth Management EDGE introduces new sessions and formats designed to help advisory firm leaders gain their EDGE.
Wealth Management EDGE will be the home of a new Innovation Station, featuring the industry’s most influential WealthTech representatives, research companies and data providers.
Advisors will be able to drop into the Innovation Station to efficiently demo, review and compare multiple technology solutions.
Wealth Management EDGE will feature a network of human capital, strategic planning, marketing and technology consultants who will be made available to advisors in a dedicated EDGE Consulting Lab.
The Office Hours sessions taking place in the consulting lab sessions will provide direct access to the leading minds in the wealth management industry, allowing attendees to leave Wealth Management EDGE with practical applications that will drive their future growth.
WealthManagement.com will host four Think Tanks, each with its own unique group of core participants and decision-makers.
The Think Tanks will gather top level executives from the CEO, CIO and CTO communities to openly discuss and debate the challenges and opportunities of the marketplace, these offer C-suite decision makers the unique opportunity to raise issues with competitors and partners, all in a collaborative environment led by industry experts.
The discussion from each of the four Think Tanks will result in a research report distributed on WealthManagement.com.
Network like never before...
Get started online ahead of time
The app launches the week before the event, allowing you to login and see who'll be joining you in Florida.
- Browse the delegate list and send messages to anyone you're interested in connecting with
- Pre-schedule your meetings and Consulting Lab Office Hours
- Create your own profile and let people know why you're attending and who you’re looking to meet
The Welcome Reception
Start your event experience off right at the welcome reception - the official start to WealthStack networking.
Join us to catch up with old friends and make new ones following the workshop and opening Wealth Management EDGE sessions. Unwind, enjoy the Florida sunshine, cold drinks, and hors d’oeuvres.
Open to all - no need to pre-register.
Join us for a poolside evening reception.
Enjoy a night with great food, drinks and the vibrant music that South Florida has to offer, all while overlooking panoramic views of the Atlantic Ocean.
Open to all - no need to pre-register.
Join us for happy hour drinks in the expo hall once sessions close on May 22 and 23.
Catch up with people you've met that day, carry on conversations and get ready for your evening plans!
Open to all – no need to pre-register.
Our Connector Events are a brilliant way to meet individuals with similar interests and passion projects. Nurture your sphere of influence, crowd source, problem solve and discuss the current challenges and opportunities in today’s financial environment.
Come to network, share your thoughts, or listen in on curated discussions led by the industry’s top minds in:
D&I - meet the women portfolio managers behind ETFs
Interested in hosting a Connector Event? Contact Dan on Daniel.Rubinetti@informa.com or call 1-917-294-9517.
Peer & Partner Exchange
Inside ETFs, WealthStack and RIA Edge will align to form a new, innovative networking and one-to-one meeting application that will be featured at Wealth Management EDGE.
The EDGE Peer & Partner Exchange is a facilitated meeting feature that will connect advisors with leaders of other wealth management firms, top investment managers, WealthTech providers, custodians, broker-dealers and strategic consultants.