EDGE in one word! We asked attendees at EDGE 2026 — their answers say it all. The conversations continue: 📆 RIA EDGE Orange County | Oct 19–21 📆 RIA EDGE Austin | Nov 9–11 📆 RIA Private Markets | Nov 9–11 📆 RIA EDGE Nashville | Mar 2–3, 2027 📆 EDGE | Jun 8–10, 2027 #EDGE

Where will you be stopping first? 👉 RIA Edge Orange County | October 19–21 👉 RIA Edge Austin | November 9–11 👉 RIA Private Markets | November 9–11 Save the date for 2027: 👉 RIA Edge Nashville | March 2–3 👉 EDGE | June 8–10 See you in Dana Point soon 🚀 #EDGE #RIAEdge

EDGE has plenty lined up for the year ahead, which one will you be at? 🔥 RIA EDGE Orange County | October 19–21 🔥 RIA EDGE Austin | November 9–11 🔥 RIA Private Markets | November 9–11 🔥 RIA EDGE Nashville | March 2–3 🔥 EDGE | June 8–10, our biggest event yet #EDGE #RIAEdge

Over a month on and the buzz is still 🔥 We asked speakers, advisors & leaders at Wealth Management EDGE 2026: "What is wealth management?" Their answers? Unmissable. Innovative. Redefined. The future ⚡ 📅 Save the date: 8-10 June 2027! #WMEDGE

That's a wrap on EDGE 2026 🔥 Three days. 2,000+ senior leaders. Countless breakthroughs. The energy in Boca was electric—conversations here will shape the future of wealth management. EDGE 2026 raised the bar. We're not slowing down. 📅 June 8-10, 2027. #WMEDGE #EDGE2026

Nothing more exhilarating than wrangling the team for a photo... but we made it happen! A massive thank you to the hashtag #WMEDGE team for consistently raising the bar year after year—making this one of our biggest and most impactful events to date 🚀 Thank you, EDGE 2026!

🤖Innovation was on full display at EDGE. We caught up with Patrick Kahanek and Koid from KraneShares following their session yesterday, "The Future of Robotics and Connected Investment Opportunities with KOID." 🎥 Video powered by Socialive #EDGE #Innovation

Still live 🔴 Robert Hostetter, CFA, CAIA is steering the conversation as Rafia Hasan, CFA, CFP®, Sirion Skulpone, CFA, and Johann Lee, CFA break down the art and science of tax-efficient investing. #WMEDGE #WealthManagement

🎤We caught up with Shawn Wooden, CEO & Partner of Associated Financial & Investor Services, after his EDGE session. Key topics: leadership under pressure, building trust, reinvention & high-performance mindset in wealth management. 🎥 Video powered by Socialive #EDGE

LIVE NOW: Leading the Future 🔥 Peter Mallouk is on stage with Alex Ortolani, and the Royal Palm Ballroom is locked in. This is the conversation everyone's been waiting for—vision, strategy, and what's next for wealth management. Main Stage. Final day. Don't miss it. #WMEDGE

🤝 The future of wealth management depends on investing in future talent. We spoke with one of the mentors Angela Giombetti yesterday at EDGE. We asked: Why do you like mentor? What do you get out of it? And Angela delivered! 🎥 Video content powered by Socialive #WMEDGE

Final day of #WMEDGE 2026 🔥 Today's lineup: → Peter Mallouk takes the stage → Fireside chat with Erik Lehr → Meet the editors of Wealth Management → Closing reception at Spanish Terrace 🍹 One last day. Make it count. Ready, EDGE? 🚀 #WMEDGE #FinalDay #WealthManagement

Day 2 at Wealth Management EDGE wrapped 🔥 WealthStack tours. Quickfire demos. A robot on the floor. AI talks. Mentor speed dating. Pure momentum. Tomorrow is the final day. Last chance to lock in insights, close deals & own the future. See you bright and early 🚀 #EDGE

🎤 We caught up with @joeanthony, President and Co-Owner of Gregory in outside who gave us his view on how the role of CMO is evolving and future trends he wants to see 🗣️ 🎥 Video content powered by Socialive #EDGE #MarketingLeadership

Happening now: Joe Anthony is moderating a powerhouse panel with Tara Ryan, Angela Giombetti, and Kate Ardini — the CMOs driving growth at the industry's biggest RIAs. Brand building. Marketing tech. Sustainable growth strategies. #WMEDGE

☕ Great conversations start with great communities. We caught up with Kate Healy, CEO and founder of AdvoKate IQ following this morning's FAB Breakfast. 🎥 Video content powered by Socialive #EDGE #WomenInWealthManagement

Live now 🔴 Brendan Ahern and Teddy Haggerty are breaking down the estimated $5T robotics market — with KOID, a live humanoid robot, on stage. The future isn't coming. It's here. Royal Palm Ballroom. Don't miss this. #WMEDGE #KOID #Robotics

Hot ones live now at Wealth Management EDGE day 2 with Michael Kitces and Jason Pereira! Need I say more? Could you handle the heat? 🔥 #WMEDGE #HotOnes

Summit Day 2026 has officially come to an end! What a day it has been, packed with exclusive insights, incredible networking and a super drinks reception that brought everyone together 🔥 See you bright and early for day 1 of the official EDGE conference! #WMEDGE #EDGE

Inspirational from Michael Crossland who delved into extreme adversity in both his personal professional life. Michael’s story undoubtedly brought tears to people's eyes today and we appreciate him sharing his story for us today at WM EDGE 2026! Thank you Michael✊ #WMEDGE