Wealth Management EDGE

Wealth Management EDGE is specifically designed for financial advisors and leaders of advisory firms who are looking to strategically accelerate the growth of their businesses – and ultimately position themselves among the industry’s elite firms. The cornerstones of the content at EDGE are investing; technology and advice; reflecting the ‘day-in-the-life' activities of advisors. Investing – grow and thrive in headwinds of global market forces. Technology - optimize planning; sales; marketing; investment analytics; cybersecurity and regulatory compliance and stay ahead of the needs and expectations of your clients. Advice – attract; engage and retain top talent; differentiate your business and keep pace amidst constant change; prepare your practice to thrive in the future.