ETFdb Logo
ETFdb Logo
  • ETF Database
  • Channels
    • Active ETF
    • Beyond Basic Beta
    • China Insights
    • Climate Insights
    • Commodities
    • Core Strategies
    • Crypto
    • Direct Indexing
    • Disruptive Technology
    • Energy Infrastructure
    • ETF Building Blocks
    • ETF Education
    • ETF Strategist
    • Financial Literacy
    • Fixed Income
    • Gold/Silver/Critical Minerals
    • Innovative ETFs
    • Institutional Income Strategies
    • Leveraged & Inverse
    • Managed Futures
    • Market Insights
    • Modern Alpha
    • Night Effect
    • Portfolio Strategies
    • Responsible Investing
    • Retirement Income
    • Richard Bernstein Advisors
    • Tax Efficient Income
    • Volatility Resource
  • Tools
    • ETF Screener
    • ETF Country Exposure Tool
    • ETF Sector Tracker Tool
    • ETF Database Categories
    • Head-To-Head ETF Comparison Tool
    • ETF Stock Exposure Tool
    • ETF Issuer Fund Flows
    • Indexes
    • Mutual Fund To ETF Converter
  • Research
    • ETF Education
    • Equity Investing
    • Dividend ETFs
    • Leveraged ETFs
    • Inverse ETFs
    • Index Education
    • Index Insights
    • Top ETF Sectors
    • Top ETF Issuers
    • Top ETF Industries
  • Webcasts
  • Themes
    • AI ETFs
    • Blockchain ETFs
    • See all Thematic Investing ETF themes
    • ESG Investing
    • Marijuana ETFs
  • Multimedia
    • ETF 360 Video Series
    • ETF of the Week Podcast
    • ETF Prime Podcast
    • Video
  • Company
    • About VettaFi
    • Get VettaFi’ed
  • PRO
    • Pro Content
    • Pro Tools
    • Advanced
    • FAQ
    • Pricing
    • Free Sign Up
    • Login
  1. Exchange: The Most Important Advisor Conference of 2023
News
Share

Exchange: The Most Important Advisor Conference of 2023

Evan HarpNov 11, 2022
2022-11-11

It’s close. Exchange is only a few months away. With the financial community gearing up to descend on the Fontainebleau in Miami, Florida, February 5th through February 8th for the largest advisor-centric event in the country, advisors have a rare opportunity to mesh minds with the most creative people in financial management, fintech, and investing. 

Groundbreaking Content 

As you grow your practice, Exchange is the premier place to hear from the experts. You’ll have an opportunity to get the low down on the most innovative strategies, earn CE credits, and gain the skills and knowledge you need to make your business thrive.  

Practice management is a critical component of Exchange’s numerous panels. You’ll have a chance to tap the knowledge and expertise of fellow advisors who have successfully developed big practices and overcome obstacles to achieve alpha for their clients. Speakers such as behavioral finance expert Brian Portnoy are lined up to share insights, knowledge, and expertise. 

If you are seeking to add some letters next to your name, 10+ CE credits will be available throughout the event, including hard-to-find courses on ethics hosted by Marguerita M. Cheng CFP®, RICP® of Blue Ocean Global Wealth.  

Advisors will also get a chance to hear from leading issuers about their latest strategies, giving them an edge as they look to build their investment toolkit to tackle market obstacles in 2023 and beyond. 


Content continues below advertisement

Exchange: The Most Important Advisor Conference of 2023

The Networking Event of the Year 

Last year’s Exchange was the event of the year, with over 1,000 advisors attending, as well as industry thought leaders, top ETF issuers, and scores of financial professionals. This is a unique opportunity to meet your peers and forge the connections that will drive your business forward. 

Like many advisors, you are likely facing numerous obstacles and challenges in your business. At Exchange, you could meet peers who have the solution to these problems. If you want to grow your business, meet new collaborators, or find your next partnership, you can’t afford to miss this event. 

While many conferences ping pong attendees from event to event, Exchange will offer advisors the time and space needed to forge new connections and rub elbows with the greats of both tomorrow and today. 

It is all in the name – Exchange is a place where ideas and opportunities will be shared!  

Exchange: The Most Important Advisor Conference of 2023

Build Portfolios That Weather the Storms to Come 

Cutting-edge strategists and leading experts from the top ETF issuers like State Street, Vanguard, Invesco, and more will be on hand at Exchange to help advisors build the portfolios their clients need. 

Last year’s event featured keynote speakers such as the legendary Cathie Wood and Jeffrey Gundlach, an amazing crypto debate between VettaFi financial futurist Dave Nadig and Bitwise’s CIO Matt Hougan, and hundreds of deep, crunchy panels digging into the most urgent topics in the financial world – all of which can inform how the next financial products are created.  

2023 promises to have a lineup every bit as exciting as 2022, with some intriguing returning highlights from 2022 and many new and exciting soon-to-be-announced visionaries set to make their debut on the stages at the Fontainebleau.

Don’t be left clinging stubbornly to the indexes of yesterday when you can stand apart from the crowd by hearing from the thought leaders who are crafting the portfolios of tomorrow.  

Register for Exchange here. We look forward to seeing you in sunny Florida this coming February!

For more news, information, and strategy, visit VettaFi.com.

» Popular Pages

  • Tickers
  • Articles

May 26

Main Management Market Note: May 26, 2023

May 26

Family Offices Embrace Crypto, While Needing Support

May 26

ETF Issuer League: Avantis, Summit Up, Global X

May 26

Active ETFs Positioned Better for Opportunities in High-Yield Bonds

May 26

Insurers Own Major Stakes in Fixed Income ETFs

May 26

Cash Flow Kings at Home With These ETFs

May 26

Counter U.S. Default Risk With Foreign Equity ETF AVDE

May 26

Vangaurd's EM Bond ETF Surprises With Fixed Income Protection

May 26

The Economy Matters: PCE, GDP, Durable Goods & Employment Numbers

May 26

SPYI Captures Huge Single Day Nvidia Pop, Enhances Income

QQQ

Invesco QQQ Trust

SPY

SPDR S&P 500 ETF Trust

BOTZ

Global X Robotics &...

VGT

Vanguard Information...

VOO

Vanguard S&P 500 ETF

SMH

VanEck Semiconductor ETF

XLK

Technology Select Sector SPDR...

VTI

Vanguard Total Stock Market...

IYW

iShares U.S. Technology ETF

SOXX

iShares Semiconductor ETF


Content continues below advertisement

Loading Articles...
Our Sites
  • VettaFi
  • Advisor Perspectives
  • ETF Trends
Tools
  • ETF Screener
  • Mutual Fund to ETF Converter
  • Head-To-Head ETF Comparison
  • ETF Country Exposure Tool
  • ETF Stock Exposure Tool
  • ETF Database Pro
More Tools
  • Financial Advisor & RIA Center
Explore ETFs
  • ETF News
  • ETF Category Reports
  • Premium Articles
  • Alphabetical Listing of ETFs
  • Browse ETFs by ETF Database Category
  • Browse ETFs by Index
  • Browse ETFs by Issuer
  • Compare ETFs
Information
  • Contact Us
  • Terms of Use and Privacy Policy
  • © 2023 VettaFi LLC. All rights reserved.

Advertisement

Is Your Portfolio Positioned With Enough Global Exposure?

ETF Education Channel

How to Allocate Commodities in Portfolios

Tom LydonApr 26, 2022
2022-04-26

A long-running debate in asset allocation circles is how much of a portfolio an investor should...

Core Strategies Channel

Why ETFs Experience Limit Up/Down Protections

Karrie GordonMay 13, 2022
2022-05-13

In a digital age where information moves in milliseconds and millions of participants can transact...

}
X