FinanceX is an official Media Partner to Wealth Management Edge 2026

FinanceX Magazine is pleased to announce its official media partnership with Wealth Management EDGE 2026, the industry's largest gathering of senior financial advisors and wealth management decision-makers. Taking place 9 - 11 June, 2026, at The Boca Raton Resort in Boca Raton, Florida, the event stands as the premier destination for RIAs, broker-dealers, family offices, and institutional investors seeking actionable insights across investment strategy, technology, and business growth.

This partnership reflects FinanceX Magazine's ongoing commitment to connecting our readership with the most influential conversations shaping the future of financial services. Wealth Management EDGE consistently draws more than 2,000 wealth management decision-makers, including over 250 CEOs and managing partners, representing firms where 60% of advisors manage in excess of $500 million in assets.

Attendees can expect a content-rich, three-day programme headlined by prominent industry leaders. Confirmed speakers include Peter Mallouk, President of Creative Planning; Michael Kitces, Chief Financial Planning Nerd at Kitces.com; Cameron Dawson, Chief Investment Officer at NewEdge Wealth; Kay Lynn Mayhue, CFP, President of Merit Financial Advisors; and Jason Pereira, CFP, Senior Partner at Woodgate Financial, among many others.

New for 2026, the conference introduces five specialist summits running on June 9: the AI Assembly, Private Markets, Strategic Investing, Tech for Growth, and Ultra-High-Net-Worth summits, giving attendees the opportunity to dive deep into the topics most relevant to their practice. Broader agenda themes include AI implementation for advisory firms, alternative investments, succession planning, merger integration, and the convergence of wealth and retirement planning.

Beyond the sessions, EDGE is renowned for its high-calibre networking programmes, including curated 1:1 meetings, advisor-to-advisor roundtables, and a range of social experiences from golf outings to curated dinners.

Registration is now open. Visit informaconnect.com/edge to secure your place or learn more about the programme.