|Event Date||Tue May 31 EDT - Fri Jun 3 EDT (in 4 months)|
The Diplomat Beach Resort Hollywood, Curio Collection by Hilton
3555 S Ocean Dr, Hollywood, FL 33019, USA
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
• 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.
Two-Time Super Bowl-Winning Quarterback & Two-Time Super Bowl MVP, Former New York Giant
Former NFL Pro Quarterback, Former New Orleans Saint and Houston Oiler
Chief Financial Planning Nerd, Kitces.com
Founder, Digital Assets Council of Financial Professionals
Head of Goldman Sachs Personal Financial Management, Goldman Sachs
Senior ETF Analyst, Bloomberg Intelligence
Founder, Your Dedicated Fiduciary
Founder & CEO, TRAU, TPSU, & 401kTV
Managing Editor, WealthManagement.com
Managing Director, Wealth Management, Informa Connect
CEO, Lifeworks Advisors
Founder, Curtis Financial Planning, LLC
Yasmin Dahya Bilger
Head of ETFs, Engine No. 1., Engine No. 1.
Founder & Chief Investment Officer, Astoria Portfolio Advisors
Chairman, Davis Advisors
Head of Advisor Sales, FLX Distribution
Chief Experience Officer, Managing Partner, Dakota Wealth Management
CFO & Senior Portfolio Manager, Stringer Asset Management
Director of Corporate Strategy, Riverfront Investment Group
President, The ETF Store, Inc.
Founder & Managing Partner, Chequers Financial Management
Founder, Blue Spark Capital Advisors
Managing Partner of Wealth Solutions, Carson Group
Founder, SGH Wealth Management
Senior Technology Editor, WealthManagement.com
Founder, Absolute Engagement
CEO & Cofounder, Milemarker
Co Founder & Chief Investment Officer, TPW Investment Management
President & Co-Founder, Journey Strategic Wealth
Rianka R. Dorsainvil
Co-CEO, 2050 Wealth Partners
Founder and CEO, Adasina Social Capital
Managing Partner, Rose Capital Advisors
Managing Director, Partner & CIO,HighTower Palm Desert
Founder & President, RIA Oasis
Managing Director, Head of Due Diligence for the Chief Investment Office, Global Wealth & Investment Management, Bank of America Corporation
President, Wealth Consulting Partners
President, RFG Advisory
Director of Wealth Management, Javelin Strategy & Research
Senior Special Counsel, U.S. Securities and Exchange Commission
Founder, Pureview Investments
• Allianz Life Financial Services