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 2016 events below or contact Brian Morris at 203-202-9694 or

Spring May 22 - 25, 2016

The Four Seasons Resort

Scottsdale, AZ

Fall September 25-28, 2016

The Four Seasons Hotel

Austin, TX

Winter December 4 - 7, 2016

Eau Palm Beach

Palm Beach, FL