NAIFA's Members Blog

Ready to Elevate Your Practice? Join NAIFA at Wealth Management EDGE!

Written by Justi Folladori | May 26, 2026 1:44:39 PM

Join your peers at Wealth Management EDGE, June 9-11 at the Boca Raton Resort, the industry's premier event for growth-focused advisors.

Hear from 250+ speakers, including C-suite leaders from top RIA firms, that will share exclusive insights into wealthtech, investment strategies and best practices for accelerated business growth.

Don't miss the opportunity to connect with and grow alongside the 
entire wealth management ecosystem. Save 20% with code NAIFA2026.

REGISTER TODAY
SEE WHO'S SPEAKING

*Reminder that complimentary passes for advisors and leaders of advisory firms are available here.

 

Leaders from all corners of the wealth management industry are taking the stage at EDGE

Leading from the top

Hear from industry leading CEOs from the top RIA firms on trends, strategies and a future outlook into the wealth management industry.

Peter Mallouk,
President,
Creative Planning

Larry Restieri,
CEO,
Hightower Advisors

Ralph Haberli,
CEO & President,
Edelman Financial Engines

The big picture

A deeper look into today's markets on how global events translate into investment risks, opportunities and client conversations.

Robert Kaplan,
Author & Senior Fellow,
Foreign Policy Research Institute

Alexandra Wilson-Elizondo,
Partner, Global Co-Head & Co-CIO Multi Asset Solutions,
Goldman Sachs Asset Management

From the field to finance

Discover how former professional athletes apply their discipline and leadership to drive success in the wealth management industry.

Shawn Wooden,
CEO & Managing Partner,
Associated Investor Services, Inc.

Winston Justice,
CEO,
SagePoint Capital Partners

Trailblazing success

Gain exclusive perspectives on innovation, growth strategies and the future of the industry from a true pioneer.

Rudy Adolf,
Founder & CEO,
E3Tech

VIEW THE FULL SPEAKER LIST

Registrations can be made online, by calling +1-888-670-8200 or by emailing register@informaconnect.com.