Early bird discount ends Friday

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May 21 - 24 | The Diplomat Beach Resort, Hollywood, Florida

Register by Friday, March 10 and save up to $600

Wealth Management EDGE brings together the most influential wealth management leaders across investment, wealthtech, operations, M&A, talent management, marketing and more.

EDGE is where great advisory firms can make the leap to elite. We have assembled the top leaders, visionaries and consultants from across the wealth management industry – and you will have unmatched one-to-one networking and learning opportunities by signing up for EDGE now.

Register now and save up to $600 on your ticket. Join 2000+ wealth management leaders including 1000+ advisors. Advisors pay as little as $195 and save 50% on every additional ticket purchased.
Find out more.

Register now. Save up to $600.

A room full of influencers

Speakers at this year's event include...

Jasmin Jirele
President and CEO
Allianz Life Insurance Company of North America

Rajini Sundar Kodialam
Co-Founder, COO and Director
Focus Financial Partners

Doug Regan
Founding Partner
& Executive
Managing Director
Cresset

Michael Kitces
Chief Financial Planning Nerd
Kitces.com

 

Scott Hanson
Co-founder & Senior Partner
Allworth Financial

Shannon Eusey
CEO
Beacon Pointe Advisors

Vib Arya
COO
Shufro Rose

Robert Mooney
Managing Partner, CEO
Snowden Lane Partners

 

Sallie Krawcheck
CEO & Co-Founder
Ellevest

Kunal Kapoor
CEO
Morningstar

Brett Orvieto
Managing Partner
Dakota Wealth Management

Tom Ricketts
Executive Chairman, Chariman
Chicago Cubs,
InspereX

 
Latest agenda
See who's registered

Register now. Save up to $600.

Your pass grants you access to Inside ETFs, WealthStack and RIA Edge. The leading investment, tech and practice management events.

Advisors can upgrade to Advisor Plus for access to exclusive learning and networking opportunities.
Find out more.

Register
online, call +1 888 670 8200 or email register@informaconnect.com.

Register

Want to sponsor?

Sponsor the event and get an edge on the competition. Get in touch today to grab the best spots and discuss how we can help you raise your brand profile, demonstrate your thought leadership and enhance your networking opportunities.

Find out more online or contact Dan at
sponsoredge@informa.com or call 
1-917-294-9517.

Find out more
 

#BullMarketForAdvice

 

Thank you to our 2023 sponsors...

 

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