Welcome to the finance community

Welcome to the finance community

Unlock your next level of growth

Unlock your next level of growth

Xtrackers by DWS
Hashdex Asset Management
New York Stock Exchange
Goldman Sachs Asset Management
Invesco QQQ
T. Rowe Price
Morningstar Indexes
S&P Dow Jones Indices
Bloomberg
Northern Trust Asset Management
State Street Global Advisors
Invesco
Capital Group
Xtrackers by DWS
Hashdex Asset Management
New York Stock Exchange
Goldman Sachs Asset Management
Invesco QQQ
T. Rowe Price
Morningstar Indexes
S&P Dow Jones Indices
Bloomberg
Northern Trust Asset Management
State Street Global Advisors
Invesco
Capital Group
Why should you attend Exchange?

Why should you attend Exchange?

As a holistic financial services conference, Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself.

Attendees

1,439

Attendees
Sponsors

143

Sponsors
Media reps

32

Media reps
CE Credits

+10

CE Credits
Attending firms

579

Attending firms
Unique content sessions

44

Unique content sessions

Featured speakers

Kirsten
Kirsten Chang
Senior Industry Analyst, TMX VettaFi
SESSION
Placeholder How and why asset managers are turning to custom indexing
Marguerita
Marguerita Cheng CFP®, RICP®
CEO, Blue Ocean Global Wealth
SESSION
Placeholder How and why asset managers are turning to custom indexing
Roxanna
Roxanna Islam, CFA®, CAIA®
Head of Sector & Industry Research, TMX VettaFi
SESSION
Placeholder How and why asset managers are turning to custom indexing
Zeno
Zeno Mercer
Senior Research Analyst, TMX VettaFi
SESSION
Placeholder How and why asset managers are turning to custom indexing
Stacey
Stacey Morris, CFA®
Head of Energy Research, TMX VettaFi
SESSION
Placeholder How and why asset managers are turning to custom indexing
Cinthia
Cinthia Murphy
Senior Investment Strategist, TMX VettaFi
SESSION
Placeholder How and why asset managers are turning to custom indexing
Todd
Todd Rosenbluth
Head of Research, TMX VettaFi
SESSION
Placeholder How and why asset managers are turning to custom indexing

Agenda at a glance

Practice management

Insights to help grow your practice strategically and behaviorally.

Practice management

Portfolio strategies

What you need to meet and exceed your clients' investment goals.

Portfolio strategies

Market outlooks

The latest expert views on the markets: what's moving them, where the headwinds are, and how to be prepared.

Market outlooks

Finance-adjacent

Unique perspectives and inspiration - programming to help you see your business and self in a new light.

Finance-adjacent

Made by advisors for advisors

What was your experience at Exchange?

Become a partner

Exhibitor and meeting spaces

Leverage the entire ecosystem being gathered in one place to curate your presence on the exhibit floor and accomplish months of meetings in two days.

Experiential Activations

Custom activations can help boost brand awareness and get your products, services, and ideas in front of an interested audience.

Branding opportunities

High impact branding opportunities can supercharge your marketing programs.

Philanthropy

Build your reputation and give back to the community through high visibility philanthropic events.

Ticket types

ADVISORS & GATEKEEPERS
$99
$399

Financial advisors (with CRDs) and gatekeepers can strengthen their skills 
and develop across the core dimensions...

  • +20 hours of content from industry thought leaders and experts
  • +10 CE credits
  • Participate in networking opportunities
  • Enjoy complimentary food and beverages on site
  • Please note, early bird pricing ends on October 31, 2025
INDUSTRY
$3,499
$5,499

Members of the financial industry can come together to advance business goals and drive impactful results.

  • Connect with prospects and clients
  • Showcase your brand
  • Meet with key providers within the industry ecosystem
  • Enjoy complimentary food and beverages on site
  • Please note, early bird pricing ends on October 31, 2025
MEDIA & INFLUENCERS
Free

Exchange welcomes financial journalists and qualified influencers looking to get the latest scoop on the industry.

  • Gain access to top investment experts and thought leaders
  • Take advantage of content creation opportunities
  • Enjoy complimentary food and beverages on site
  • Please note, all media passes are subject to approval by our team
Why should you attend Exchange?

Common questions

When and where is Exchange taking place?

Exchange 2026 will be held at the Virgin Hotels, Las Vegas, from March 15-18, 2026.

How do I register, and what does my registration include?

To register, select your pass type, provide contact information, and complete payment. Your full registration typically includes access to all sessions, networking events, the exhibit hall, breakfast, lunch and snacks, conference materials, and CE credits. A guest registration is welcome to attend opening and closing receptions only.

What are the hotel and travel arrangements?

We've secured discounted rates at the Virgin Hotels Las Vegas for your stay. Harry Reid International Airport (LAS) is just minutes away, with taxis, rideshares, and shuttles readily available for transfers.