A NEW ERA OF ADVICE: WHERE WEALTH MANAGEMENT & WEALTHTECH CONVERGE

Wealth Management EDGE will feature the wealth management industry’s two most powerful investment and technology events – Inside ETFs and WealthStack – and will also introduce a new event, RIA Edge. By integrating these three events, EDGE will allow advisors to learn how to improve the way they manage client portfolios – as well as the management of their overall businesses. The combination of RIA Edge, WealthStack and Inside ETFs makes EDGE’s audience 100% unique. No other event brings together CIO, CEO and CTOs as well as teams across the investment, technology, and practice management ecosystem. Join 2,000+ leading financial advisors, RIA decision-makers and WealthTech innovators and influencers.

SESSIONS

If Hybrid Advice Is The Answer, Why Aren’t We There Yet?

Wednesday, 1 June 2022 8:00am

Presenter: William Trout, Director, Wealth Management

Scale vs. Service: How Technology Can Allow Wealth Managers to Personalize the Delivery of Planning, Investments and “Outcome-Oriented Advice”

Thursday, 2 June 2022 3:15pm - 3:55pm

Presenter: William Trout, Director, Wealth Management

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