Wealth Management EDGE | A wealth management conference focused on investment, technology & practice management 2027
From
June 08, 2027
until
June 10, 2027
(Please double-check the dates and location on the organizer below before attending.)
Categories: Financial Services, Business and Finance
About
Wealth Management EDGE (formerly Inside ETFs) is the largest gathering of RIAs — registered investment advisors — and the highest-AUM wealth management conference in the industry. Hosted by Informa Connect, the event focuses on investment, technology and practice management.
The next edition takes place June 8-10, 2027 at The Boca Raton Resort in Boca Raton, Florida.
What to expect
- 2,000+ wealth management decision makers, including 250+ CEOs and managing partners
- 1,000+ advisors, with 60% of attending firms managing over $500M in assets
- Investment strategies: ETFs, alternatives, portfolio construction and more
- Tech for growth: data, automation, cybersecurity and client-experience technology
- Business growth: M&A, succession planning, compensation and leadership
Networking & experiences
EDGE offers 1:1 meetings, roundtables, Advisor2Advisor sessions, golf, wine tastings, beachside yoga and curated dinners.
Complimentary passes are available for advisors and decision makers from advisory firms.
Register for entry or booths
Please register at the organizer website of Wealth Management EDGE | A wealth management conference focused on investment, technology & practice management
Venue Map and Hotels Around
Boca Raton - The Boca Raton, Florida, United States