Wealth Management Edge #
Website: https://informaconnect.com/edge/
🗓️ June 10, 2025
đź“ŤBoca Raton,Fl
About Wealth Management Edge #
Wealth Management EDGE is the premier wealth-tech and advisory leadership event in the U.S., held annually in Boca Raton, Florida. It merges financial advisory, tech, and investment expertise through three interlinked tracks: Inside ETFs, WealthStack, and RIA Edge.
Attending advisors and RIA leaders gain practical insights on investment strategies, fintech tools, succession planning, client engagement, and operational optimization. The event balances high-level content with experiential elements—beachside wellness sessions, curated peer groups, and mentor speed-dates—tailored to strengthen firm growth, tech adoption, and advisor well-being.
EDGE is known for combining technical investment dialogue with business growth strategy, in a relaxed yet results-driven setting.
