))
EP 96 Everything New at Edge: Inside Informa’s Top Wealth Management Event with Dan Rubinetti and Shannon Rosic
Manage episode 480728042 series 2798085
Content provided by Tina Powell | Intention.ly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tina Powell | Intention.ly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Today, I’m thrilled to welcome two powerhouse leaders in financial services and events: Dan Rubinetti and Shannon Rosic of Informa. If you’ve spent any time in the wealth management industry, you know their names are synonymous with top-tier industry conferences, innovative programming, and—most importantly—community building.
Dan Rubinetti, who helped launch Edge just four years ago, has been a driving force in transforming WealthManagement.com’s approach to advisor-centric events. He’s championed the creation of best-in-class experiences that focus on peer-to-peer learning, actionable content, and technology-driven solutions for RIAs and senior leaders. With a keen eye for what resonates in the industry, Dan has played a pivotal role in building Edge’s reputation as one of the can’t-miss events on the annual calendar—now moving to the breathtaking Boca Raton Resort in June!
Alongside Dan is Shannon Rosic, a tech-savvy leader and respected industry voice, known for curating wildly successful educational tracks and superstar speaker lineups. Shannon’s ability to translate feedback from advisors and sponsors into real, tangible improvements is the secret sauce behind Edge’s “choose your own adventure” conference model. Whether you’re into investments, tech demos, or RIA practice management, Shannon ensures there’s something for everyone.
But that’s just the beginning.
In today’s episode, we dive behind the scenes of Edge’s evolution—how attendee-driven feedback, bold new partnerships, and a relentless focus on community have set a new standard for industry events. We talk about the future of advisor learning, the importance of next-gen mentorship, and the rise of women in wealth management. You’ll also hear about exciting new features: roundtables, allocate meetings with AI-powered connections, and keynote speakers who embody leadership and resilience—including former NFL quarterback Alex Smith.
Plus, Dan and Shannon share candid tips on thriving in high-stress environments, the power of collaboration, and how Informa is opening doors for advisors of all backgrounds to find their tribe, invest in their growth, and shape the industry’s future.
Get ready for a high-energy, insightful, and heartfelt conversation with two of wealth management’s most innovative event leaders—right here, In The Suite.
🔗 Links & Resources
Dan Rubinetti LinkedIn
Shannon Rosic LinkedIn
Wealth Management EDGE - June 10 - 12, 2025 in Boca Raton, FL
🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!
❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/
📧 Want to get in touch? Email me at [email protected]
Chapters
1. Exciting Venue Change for Conference (00:00:00)
2. Edge: Advisor-Focused Wealth Event (00:03:14)
3. Wealth Management Event Highlights (00:08:36)
4. Hosting Alex Smith Interview (00:11:49)
5. Women Advisor Summit Evolution (00:15:00)
6. Embracing the Next-Gen Workforce (00:18:17)
7. Mentorship and Networking for Next Gen (00:21:20)
8. LinkedIn-Driven Event Innovation (00:25:22)
9. New Sponsors Boost Event Prestige (00:28:42)
96 episodes
Share
