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EDGE 2025

June 10, 2025 - June 12, 2025

EDGE 2025: Where Wealth Management Meets Innovation

JUNE 10-12 | Boca Raton, FL

 

  

 

EDGE 2025 emerges as the definitive gathering for wealth management professionals, combining ETF expertise, technology innovation, and business growth strategies.

The future of wealth management is rapidly evolving, driven by technological advancement and changing client expectations.

Wealth Management EDGE 2025 provides a unique platform where traditional investment expertise meets cutting-edge innovation, creating an environment ripe for transformation and growth.

 

What to Expect at EDGE 2025

EDGE 2025 features enhanced interactive sessions where participants can engage directly with industry leaders and innovators.

Through hands-on workshops and live demonstrations, attendees will gain practical insights into implementing next-generation wealth management solutions.

 

  • ETF Strategy Sessions: Deep-dive into portfolio construction, product innovations, and market trends
  • Tech Innovation Hub: Explore wealthtech solutions transforming client service and business operations
  • Growth Workshops: Master M&A strategies, succession planning, and leadership development
  • Networking: Connect with industry experts, advisors, and technology innovators
  • Customized Learning: Design your experience across specialized tracks

Why Attend?

EDGE 2025 edition introduces specialized tracks focusing on sustainable investing, digital asset management, and AI-powered advisory services.

These forward-looking sessions prepare firms for the next wave of industry transformation.

  • Access latest ETF strategies and portfolio construction techniques
  • Discover cutting-edge wealthtech solutions
  • Learn proven business growth and succession strategies
  • Network with industry leaders and innovators
  • Gain practical M&A and compensation insights

Who Should Attend?

EDGE 2025 offers tailored experiences for each role, ensuring every team member gains relevant insights and actionable strategies.

The event’s structure promotes cross-functional learning and collaboration, essential for building future-ready wealth management practices.

 

  • Investment Advisors and Portfolio Managers
  • Wealth Management Firm Leaders
  • ETF Issuers and Product Specialists
  • Wealthtech Innovators and Solutions Providers
  • Business Development Executives
  • Operations and Technology Leaders

Take Action Now

Your registration includes:

  • Full access to all educational tracks
  • Networking events and expert roundtables
  • Strategy workshops and tech demonstrations
  • Access to presentation materials
  • Post-event resources

Join us at EDGE 2025 to transform your wealth management practice through innovation, strategy, and growth. Register Now!

Details

Start:
June 10, 2025
End:
June 12, 2025

Organizer

Informa Connect

Venue

Boca Raton, FL