Wealth Management EDGE

🔥 EDGE is heating up this June! Hot Ones is back—Jason M. Pereira & Michael Kitces tackle fiery topics while eating even hotter wings in a cross-border clash of brilliance. Bold insights, laughs, and maybe tears await! Secure your spot now: spr.ly/6044B6Dcwu #EDGE

🚀 Mark your calendars for Wealth Management EDGE 2026! Join 2,000+ attendees and industry leaders shaping the future of wealth management. Stay tuned—we're sharing more updates and perks right here! 🔗 Secure your spot today: spr.ly/6042C7iFA #WealthManagement #EDGE

Wealth Management EDGE 2026 🚨 A record-breaking number of advisor signups for EDGE already! 📊 2,000 attendees | 1,000 advisors | $17T in managed assets ✨ 70% of RIAs managing $500M+ | 250+ expert speakers See video for the Top 10 RIA firms confirmed! #WealthManagement #EDGE

2025 wasn’t just a year. It was a shared journey of growth. From live events to millions of digital interactions — here’s our Wealth Management Group 2025 Wrapped. 🎥 Watch ↓ #EDGE #WME

📈 Set your sights on growth this June! Join the largest gathering of RIAs and access practical solutions from top advisors to grow your firm. 👉 spr.ly/6010N8WSn #WMEDGE #wealthmanagement #RIAs #growthstrategies #businessgrowth

Missing RIA Edge Nashville? Join us at RIA Edge Los Angeles this October 🙌 Join almost 60% of C-level attendees to discover and discuss strategies to accelerate RIA growth! October 7-8, 2025. Save the date 👉 spr.ly/6010Ft4qs #RIAEdge #RIA #wealthmanagement #RIAfirms

Finding the one… to guide your career ❤️🔄 Join us at Wealth Management EDGE for NextGen Mentor-Mentee Speed Dating – because the right connection can change everything! Find out more about how you can get involved >> spr.ly/6015I5L69

RIA Edge Nashville is your perfect opportunity to gain exposure ✅ The leaders of the biggest advisory firms will be there. Will you be joining them? Here’s a snapshot of some of the firms already confirmed to attend… Secure your place now >> spr.ly/6014xCQlq

Breaking barriers to next-gen leadership 🤝 We’re excited to have Carina Diamond, MBA, CFP, AIF, Chief Growth Officer, Gries Financial Partners, moderate this session at RIA Edge Nashville! Secure your spot to join us in Nashville on April 1-2 >> spr.ly/6012xmPP2

The Tech for Growth Summit is back!🚀 In a world where tech is revolutionizing the way we work, this summit at RIA Edge Nashville will help you unlock the full potential of wealthtech to build scalable, repeatable, and personalized client experiences >> spr.ly/6013xl8MV

Elevate your brand. Expand your reach. Engage with leaders. Are you interested in meeting senior industry leaders? Are you focused on accelerating your business and developing new, impactful connections? Explore our RIA Edge sponsorship opportunities >> spr.ly/6018xDisu

Hurry! The RIA Edge Nashville early-bird pricing ends this Friday⌛ Don’t be the one missing out! Secure your spot now to save >> spr.ly/6018agxTp

Did you hear the news? RIA Edge is heading to Nashville this April! The agenda is live, and some of the topics coming to the stage include: •Growth •M&A •NextGen leadership •Wealthtech And so much more! Secure your spot now >>spr.ly/6019vCmIc

How can integration & culture define success in RIA deals? 💭 Henry Hagenbuch, Lido Advisors, talks about the common misconceptions about "day one” transformations & emphasizes the importance of gradual integration and alignment with a firm’s culture >> spr.ly/6019QtWOx

Introducing RIA Edge Nashville! 📢🎉 Join us on April 1-2, 2025 at the Four Seasons Hotel in downtown Nashville. Registration is open so secure your spot now to take advantage of our early-bird discounts! >> spr.ly/6010Qtqy6

How are firms optimizing for organic growth? Allison Warner, CMO of Beacon Pointe Advisors joins us to talk about the importance of follow-up, optimizing SEO for local markets, and creating shareable client experiences that drive referrals! >> spr.ly/6010QBncr

The leading event for advisor growth is back in June 2025, but this time, in an exciting new location… EDGE is heading to Boca Raton and will provide you with growth-centric content, exclusive networking opportunities and real results! >> spr.ly/6018trLxn

Registration for Wealth Management EDGE is open! We’ll welcome 2,000+ leaders and advisors from the most elite wealth management firms to Boca Raton this June! Register now to secure the best rates! >> spr.ly/6010sceRg

Wealth Management EDGE is back in 2025 and is heading to a NEW location!🎉 Join us June 10-12 at the Boca Raton Resort for the leading event dedicated to advisor growth. Registration is open so book now to get the best rates >> spr.ly/6017s8RYb #WMEDGE

How are TAMPs driving tech forward in wealth management? Kyle Wiggs, CEO, UX Wealth Partners joins Shannon Rosic on the WealthStack podcast to talk about the evolving role of TAMPS in wealth management! Listen to the episode now to hear their insights >> spr.ly/6016Spf3k