June 9, 2026 - June 11, 2026
Wealth Management EDGE is the premier event for financial advisors, offering an unparalleled opportunity to dive into the latest investment strategies, technology innovations, and growth tactics. Attendees are treated to an array of insightful sessions featuring industry leaders like Michael Kitces and Eric Balchunas, ensuring they leave with actionable knowledge to enhance their practices.
What to Expect:
- Join over 1,000 advisors seeking new connections and insights.
- Engage with 2025 speakers sharing real-world tactics.
- Participate in curated 1-2-1 meetings and the Advisor Lounge.
- Experience EDGE Meetings with the ConnectMe app.
- Enjoy vibrant networking with beachside yoga and poolside parties.
Focus Areas:
- Investment Strategies
- Technology Integration
- Business Growth
- M&A and Succession Planning
- Leadership Development
Keywords: advisors, wealth management, investment strategies, technology, growth
Target audience:
This event is tailored for financial advisors, decision-makers, and wealth management professionals aiming to advance their knowledge and network.
What attendees say:
Participants appreciate the blend of expert insights and practical sessions that focus on real-world applications. The event is known for its dynamic networking opportunities and the chance to learn from top industry leaders. Attendees leave feeling inspired and equipped to implement new strategies in their practices.
Join us at Wealth Management EDGE to connect, learn, and innovate with the industry’s top minds.
