Join Us at the Third Annual Wealth Management EDGE
Now in its third year, Wealth Management EDGE is an event experience specifically designed for financial advisors and leaders of advisory firms looking to strategically accelerate the growth of their businesses—and ultimately position themselves among the industry’s elite firms.
- EDGE will feature the wealth management industry’s two most powerful investment and technology events—Inside ETFs and WealthStack—along with RIA EDGE.
- The EDGE experience will surround Inside ETFs with the most engaged and influential advisory firms in wealth management and provide sponsors with direct access to the industry’s most important investment decision-makers.
- RIA EDGE will focus on informing and connecting a community of influential Registered Investment Advisors who aim to grow through thoughtful M&A approaches and organic growth strategies, as well as improved technology and investment operations.
The development of the Wealth Management EDGE experience is driven by three transformational changes that are re-defining and re-shaping financial advice.
1. Convergence and Customization
Financial advisors have more options than ever for developing personalized portfolios for their clients. Innovations in ETFs, ESG, and direct indexing are allowing advisors to deliver increasingly more customized solutions. The rise of digital assets has also introduced a host of new opportunities and risks that every advisor must now understand.
2. Technology Enabled
At the same time, advancements in WealthTech are enabling advisors to improve their operations and efficiency, analyze and assess new investment opportunities, and transform a practice into a true wealth management platform.
3. Practices to Platforms
The alignment of RIA Edge, Inside ETFs, and WealthStack will address each of these issues all with a single goal in mind: To help forward-looking advisors understand how to position their businesses for their next wave of growth.
Every element of EDGE is designed to deliver tangible value and a clear ROI for advisors and the leaders of advisory firms. For advisory firms that are looking to take their business to the next level—and strategically drive their next wave of growth—Wealth Management EDGE can provide our community with the “EDGE” that no other event can offer.
If you’re interested in joining us this May (13-16) at The Diplomat Beach Resort in Hollywood, FL, you can register online here, call 1-888-670-8200, or email us at email@example.com. Or if you would like to partner with the event to boost your brand profile, please reach out to Dan Rubinetti at firstname.lastname@example.org.