RIA Edge 2025
Date: 2025-06-10
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