Changing the way RIAs source new investment products and strengthen relationships with Fund Managers

Wealth Investment Exchange is an entirely new way for financial advisors to vet products and network with peers - two days of due diligence with Fund Managers representing a wide variety of innovative financial products.

Register for our 2015 events below or contact the Wealth Group at Exchange Events at (856) 624-3385 or

Spring May 18 - 21, 2015
Boca Resort & Club, Boca Raton, FL

Fall October 4-7, 2015
St. Regis, Aspen, CO

Winter December 6 - 9, 2015
Charleston Place, Charleston, SC