June 9, 2026 - June 11, 2026
Wealth Management EDGE is a pivotal conference in the financial sector, renowned for its focus on innovation and growth strategies for wealth management professionals. Attendees benefit from a wealth of knowledge and networking opportunities with industry leaders and peers, ensuring they gain a competitive edge in the ever-evolving landscape of wealth management.
Main topics or themes covered:
- Investment Strategy
- Portfolio Construction
- ETFs and Financial Products
- Technology Integration
- Mergers and Acquisitions
Target audience:
This event is tailored for wealth management professionals, including RIAs, broker dealers, trust companies, institutional investors, family offices, asset managers, ETF issuers, and tech vendors.
Event highlights:
– Over 2,000 wealth management decision makers
– Keynote speakers include Michael Kitces, Kay Lynn Mayhue, and Brent Brodeski
– 150+ CEOs and managing partners in attendance
– Unique networking opportunities like beachside yoga and wine tastings
– A gathering of top-tier advisors managing over $500 million in assets
Join Wealth Management EDGE to propel your career and firm forward with cutting-edge strategies and invaluable connections in the wealth management industry.
Keywords: wealth management, investment strategy, financial advisors, networking, industry leaders
