Venue
The Diplomat Beach Resort Hollywood, Curio Collection by Hilton
The Diplomat Beach Resort Hollywood, Curio Collection by Hilton, 3555 S Ocean Dr, Hollywood, FL 33019, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Tue May 31 EDT - Fri Jun 3 EDT (in 4 months)
Location The Diplomat Beach Resort Hollywood, Curio Collection by Hilton
3555 S Ocean Dr, Hollywood, FL 33019, USA
Region Americas
Details

The RIA market has evolved and grown considerably in recent years, and there is now an incredible need to unite and connect the key players in the RIA ecosystem and provide ‘PhD-level’ guidance on how to enable their next wave of growth.

Clients are demanding more sophisticated wealth management and financial planning services whilst also expecting advisory firms to provide a high-touch, higher quality client experience.

EDGE is the solution - providing a new comprehensive experience for financial advisors and industry leaders looking to network and position themselves among the industry’s elite on the topics of investment products, technology tools, the RIA ecosystem, risk management, and practice efficiency.

Investing + Tech + Advice
The cornerstones of the content at EDGE are investing, technology and advice, reflecting the ‘day-in-the-life' activities of advisors.

• Investing – grow and thrive in headwinds of global market forces
• Technology - optimize planning, sales, marketing, investment analytics, cybersecurity and regulatory compliance and stay ahead of the needs and expectations of your clients
• Advice – attract, engage and retain top talent, differentiate your business and keep pace amidst constant change, prepare your practice to thrive in the future.

How does it work?
As the wealth management industry readies to return to face-to-face events, EDGE has been designed to strategically integrate the following industry-leading events:

• Inside ETFs
• WealthStack
• RIA Edge

By housing Inside ETFs, WealthStack and RIA Edge together, EDGE will provide advisors with efficient access to the most sought-after experts, thought leaders and researchers in investing, technology and practice management.

High impact networking
Meet and connect with 2,000+ senior wealth management influencers and decision makers including financial advisors, RIAs, broker dealers, trust companies, institutional investors, family offices, asset managers, investment banks, asset servicing, tech vendors, index providers & more!

Nurture your network through connector events, breakfast workshops, hosted one-to-one meetings, networking lunches, drinks receptions and official after-parties to make the most of every second you spend at our events.

Speakers

2022 Speakers

Eli Manning
Two-Time Super Bowl-Winning Quarterback & Two-Time Super Bowl MVP, Former New York Giant

Archie Manning
Former NFL Pro Quarterback, Former New Orleans Saint and Houston Oiler

Michael Kitces
Chief Financial Planning Nerd, Kitces.com

Ric Edelman
Founder, Digital Assets Council of Financial Professionals

Joe Duran
Head of Goldman Sachs Personal Financial Management, Goldman Sachs

Eric Balchunas
Senior ETF Analyst, Bloomberg Intelligence

Vance Barse
Founder, Your Dedicated Fiduciary

Fred Barstein
Founder & CEO, TRAU, TPSU, & 401kTV

Diana Britton
Managing Editor, WealthManagement.com

Mark Bruno
Managing Director, Wealth Management, Informa Connect

Ron Bullis
CEO, Lifeworks Advisors

Cathy Curtis
Founder, Curtis Financial Planning, LLC

Yasmin Dahya Bilger
Head of ETFs, Engine No. 1., Engine No. 1.

John Davi
Founder & Chief Investment Officer, Astoria Portfolio Advisors

Chris Davis
Chairman, Davis Advisors

Jillian DelSignore
Head of Advisor Sales, FLX Distribution

Carina Diamond
Chief Experience Officer, Managing Partner, Dakota Wealth Management

Kim Escue
CFO & Senior Portfolio Manager, Stringer Asset Management

Bart Farinholt
Director of Corporate Strategy, Riverfront Investment Group

Heather Fortner
CEO, SignatureFD

Nate Geraci
President, The ETF Store, Inc.

Megan Gorman
Founder & Managing Partner, Chequers Financial Management

Maura Griffin
Founder, Blue Spark Capital Advisors

Jamie Hopkins
Managing Partner of Wealth Solutions, Carson Group

Sam Huszczo
Founder, SGH Wealth Management

Davis Janowski
Senior Technology Editor, WealthManagement.com

Bill Kelly
CEO, CAIA

Julie Littlechild
Founder, Absolute Engagement

Jud Mackrill
CEO & Cofounder, Milemarker

Jay Pelosky
Co Founder & Chief Investment Officer, TPW Investment Management

Penny Phillips
President & Co-Founder, Journey Strategic Wealth

Rianka R. Dorsainvil
Co-CEO, 2050 Wealth Partners

Rachel Robasciatti
Founder and CEO, Adasina Social Capital

Michael Rose
Managing Partner, Rose Capital Advisors

Robert Schein
Managing Director, Partner & CIO,HighTower Palm Desert

Kristen Schmidt
Founder & President, RIA Oasis

Caleb Silver
Editor-in-Chief, Investopedia

Anna Snider
Managing Director, Head of Due Diligence for the Chief Investment Office, Global Wealth & Investment Management, Bank of America Corporation

Gavin Spitzner
President, Wealth Consulting Partners

Shannon Spotswood
President, RFG Advisory

William Trout
Director of Wealth Management, Javelin Strategy & Research

Joshua Weinberg
Senior Special Counsel, U.S. Securities and Exchange Commission

Linda Zhang
Founder, Pureview Investments

Sponsors & Partners

2022 Partner

CHARTER PARTNER:
• Allianz Life Financial Services