Wealth Management EDGE
June 9 - June 12
Wealth Management EDGE is a premier conference designed for wealth management professionals seeking to enhance their skills, network, and business acumen. This event brings together over 2,000 decision-makers, including 150+ CEOs and managing partners, representing RIAs, broker dealers, trust companies, institutional investors, and more. Attendees will have the opportunity to learn from top industry speakers, such as Michael Kitces and Kay Lynn Mayhue, who are driving change in their organizations.
- Investment strategies and portfolio construction
- Wealthtech innovations and technology integration
- Succession planning and human capital management
- Networking opportunities with industry leaders
The target audience includes advisors managing over $500 million in assets, asset managers, ETF issuers, tech vendors, and those interested in the latest trends in investment and technology. This conference promises invaluable insights, practical solutions, and the chance to meet the industry’s key players, making it a must-attend event for those looking to stay ahead in wealth management.
