Wealth Management EDGE 2026
Date: 2025-06-09
June 9 – 11, 2026 |The Boca Raton Resort, Boca Raton, FL
This premier event is focused on investment, technology, and practice management for Registered Investment Advisors (RIAs). Attendees can look forward to:
Networking opportunities with industry leaders and peers
Educational sessions and keynote presentations by renowned experts
Interactive workshops and breakout sessions for hands-on learning and collaboration
Exclusive networking events such as beachside yoga, wine tastings, poolside parties, and more
1:1 meetings and roundtable discussions to foster deeper connections and problem-solving
Attendees:
C-Level Executives: CEOs, CIOs, CTOs, and COOs from leading RIA firms
Financial Advisors: Professionals managing significant assets and looking to grow their business
Wealth Management Leaders: Individuals focused on investment strategies, technology, and practice management
Service Providers: Companies offering goods and services to the wealth management industry
Industry Experts: Specialists in various aspects of investment, technology, and practice management
Newcomers: Individuals new to the industry looking to make connections and learn