The long-running conference for investment advisors, managers and users of exchange traded funds Inside ETFs will be held alongside the advisor-focused Inside WealthStack (formerly Wealth/Stack) conference this fall, bringing each audience to the same location at the same time, with concurrent programming, educational panels and networking events.
The conferences will take place under the same roof at the same time at the Diplomat hotel in Hollywood, Fla., on Sept. 27 to 29. The conferences, while retaining their independence, purpose and individual communities, will be tied together by the theme of "Embracing Change."
(Editor's note: WealthManagement.com is a sister brand to Inside ETFs and Inside WealthStack; all are owned by Informa Plc.)
Among the changes for the event this year is the creation of the first Inside ETFs Advisory Board, a group of more than a dozen practitioners and long-standing industry leaders and innovators from within both the ETF and financial advisory industries. The Inside ETFs Advisory Board will help develop and curate the Inside ETFs agenda, and will participate in the event, bringing insights and experience to attendees.
"We are very excited to be pairing two of the industry's best conferences together in a year where so much has changed," said Jill Mavro, principal, Spoondrift Advisory, and Informa Inside ETFs Advisory Board Chair. "We know that bringing together the industry's best minds across the ETF and wealth management ecosystems will provide attendees access to exceptional ideas, insights and inspiring moments. It felt like a natural evolution to bring Inside WealthStack under the same roof to maximize the experience for all attendees in this way."
At Inside ETFs, attendees can expect programming to include the impact of the Biden administration's policies, the latest ETF trends, innovations in investing, cryptocurrencies, ESG, model portfolios, automation and more. Inside WealthStack brings practicing advisors together to highlight topics important to the industry around growing an investment advisory firm, including digital and social-media marketing, practice management, trends in financial planning and deep dives into how advisors run their businesses, mergers, acquisitions and succession planning, and strategies to create and highlight an advisor's value to clients.
The events will be run according to CDC and local guidelines and will also operate under Informa AllSecure, a series of enhanced health and safety standards designed to raise the bar on safe, hygienic, productive and high-quality organized event experiences, according to event organizers.