RIA Edge

About the event

The organisers argue that scaling an RIA means more than adding clients: it means building a firm that lasts. Industry experts and leading RIAs share practical advice on attracting and keeping strong people, handling strategic partnerships and preparing a firm to succeed over the long term in a fast-changing industry.

Highlights

• RIA leaders: C-level executives and senior advisors from RIA firms described as elite, which manage substantial assets, met through curated 1:1 meetings, roundtables and exclusive networking
• Growth strategies: sessions on approaches to compensation, opening up private markets and empowering the next generation of leaders
• Advisor Premium Program: free attendance for top financial advisors who qualify, including complimentary entry to every session, VIP seats and extra perks

Tickets

• Advisor Rate ($399): every content track (RIA Edge, WealthStack, Inside ETFs+ and Wealth Management EDGE), 1:1 meetings and roundtables, the exhibition hall, and all meals and parties
• Advisor Plus Rate ($499): every Advisor benefit plus the VIP lounge, events for advisors only, speed networking sessions and earlier access to the event app
• Startup Rate ($1,450): for verified fintech or wealthtech start-ups younger than 7 years with funding below $15M; the full content and networking programme
• Product and Service Provider Rate ($3,999): for consultants, tech providers, ETF issuers, asset managers and similar professionals; content, networking and the exhibition in full
• Sponsor Rate ($2,150): sold only to event sponsors who need passes beyond those in their package

More information and tickets: informaconnect.com