2027
Wealth Management EDGE | A wealth management conference focused on investment, technology & practice management
Wealth Management EDGE (formerly Inside ETFs) is the largest gathering of RIAs and wealth management decision makers, focused on investment, technology and practice management. Held June 8-10, 2027 at The Boca Raton Resort in Boca Raton, Florida, it brings together 2,000+ attendees including RIAs, broker-dealers, asset managers, ETF issuers and tech vendors.
- Dates
- June 8, 2027 — June 10, 2027
- Hours
- 9:00 AM – 6:00 PM Unverified
- Venue
- The Boca Raton
- Frequency
- Once a year
Please double-check the dates and location on the organizer website before attending.
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.
Products on Display
- Investment strategies
- ETFs and investment management
- Wealth management technology
- Practice management
- Alternative investments
- AI for financial advisors
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