Past event
Wealth Management EDGE
Event details
- Dates
- 10 – 12 Jun 2025
- Location
- Boca Raton Florida, USA
- Event website
- informaconnect.com
About the event
Wealth Management EDGE centres on practical solutions that firms can put to work straight away to grow, and presents itself as a way to gain an edge over the competition.
Highlights
- Audience and speakers: more than 2,000 senior decision-makers in wealth management attend, including asset managers, technology providers and RIAs. Leading advisers and industry experts share their insights in keynotes and panel discussions, and curated 1:1 meetings are arranged
- Investment and technology tracks: specialised tracks, WealthStack and Inside ETFs+ among them, cover recent developments in wealth technology, alternative investments and ETFs, as well as ways to grow a business faster, improve digital client experiences and raise productivity
- Networking: the EDGE ConnectMe app for booking meetings ahead of time, roundtable discussions, and exclusive events such as poolside parties, wine tastings and beachside yoga. The Advisor+ Lounge and invite-only experiences offer further chances to meet peers and industry leaders
More information and tickets: informaconnect.com