Exchange

We had a blast in Miami, but next year we're embracing the bright billboards of sunny Las Vegas! That's right! #ExchangeETF 2025 is coming to Vegas March 23–26, 2025 🎲 We'll save you a spot. General registration opens soon. #FinancialAdvisors #FinancialAdvising

The list of partners continues to grow for the 2025 Exchange Conference, March 23-26, Las Vegas. Register here: https://lnkd.in/gsmdmyU6 At TMX Group VettaFi we are MOST grateful for the partnership from these industry leaders and innovators. Together we will transform financial services from an industry to a community all in service of empowering and enabling the #financialadvisor. 👏 👏 👏 Confirmed 2025 Exchange partners (thus far). THANK YOU! Capital Group NYSE Van Eck The ETF Institute Susquehanna Northern Trust FlexShares Columbia Threadneedle Allianz Natixis Ultimus Fund Distributors U.S. Bank J.P. Morgan MerQube T. Rowe Price Touchstone Investments VedderPrice Morningstar Indexes AGF Investments Simplify ETFs S&P Global Market Intelligence Citadel Securities Brown Brothers Harriman Schwab  FTSE Russell Trayport Wall Street Horizon Nasdaq Bank of America Securities PIMCO Hartford Funds Lukka Global Jane Street NSE Indices Principal Stradley Ronon Federated Hermes Innovator ETFs Commonwealth WisdomTree EdgarAgents BNY Mellon ROBO Global ETFs BTIG BondBloxx AllianceBernstein Ropes & Gray John Hancock Broadridge Franklin Templeton X-Square Capital KPMG Xtrackers by DWS Fidelity Citi AdvizorPro Macquarie Direxion YCharts Clear Street NewsFile Corp Dimensional Bitwise Craft & Capital Wolverine Execution Nuveen Grayscale Gregory FCA DoubleLine Exchange Traded Concepts Hull Tactical StoneX Flow Traders II Technology Even more will join in addition to hundreds of financial advisors! Exchange is the only conference for FAs by FAs, the Super Bowl of #ETFs, the who's who of finance, and a great way to invest in yourself. Join us! Register here: https://lnkd.in/gsmdmyU6 #gratitude

For community serving organizations aligning values with investments is more than a strategy—it’s a responsibility. I’ll be discussing actionable steps to align portfolios with purpose at Exchange—hope to see you there! #MissionAlignedInvesting #ExchangeETF”

It's official: EdgarAgents (EA) is an Exchange partner! When it comes to SEC compliance and financial reporting, EdgarAgents (EA) is 𝘵𝘩𝘦 trusted name. They’re the behind-the-scenes heroes, ensuring companies stay ahead of regulatory demands with precision, reliability, and innovation. From filings to investor communications, they help financial leaders shine where it matters most. We can’t wait to have EdgarAgents (EA) with us in Las Vegas, sharing their expertise and driving meaningful conversations about the future of financial services. Learn about the benefits of an #ExchangeETF partnership: https://lnkd.in/gY2FW37a #ExchangeETF #EdgarAgents #FinancialServices

Think about the moments that stick with you—the ones that spark new ideas, forge lasting connections, and inspire your next big move. Exchange is about creating these moments for #FinancialAdvisors like you. Experience it for yourself. Get your advisor pass today: http://exchangeETF.com #ExchangeETF #Community #FinancialServices

Condense a year’s worth of meetings into two days. 👆 That’s how Springer Harris, CETF®️ describes the power of Exchange. It’s the ultimate opportunity to network with top #FinancialAdvisors, build partnerships, and connect with the financial services community. Don’t miss your chance to be part of the action. Join Harris at Exchange 2025: https://lnkd.in/gX9-FNPh #ExchangeETF #CETF #FinancialAdvising #FinancialServices #Networking

As Investment Advisor at Zenith Wealth Partners, Andrew Tudor, CFP®, CAP works with institutional clients, like nonprofits and foundations, to align their capital with their values. His holistic approach focuses on designing values-based portfolios that drive measurable impact. At Exchange, Andrew Tudor, CFP®, CAP will share how he’s successfully helped clients craft investment strategies that blend purpose with performance. Don’t miss this opportunity to gain actionable insights from Andrew’s proven approach to values-based investing. Learn more about his session and secure your spot: http://exchangeETF.com #ExchangeETF #FinancialAdvisor #CFP #FinancialServices

Every moment is an opportunity—especially for asset managers at Exchange. If you’re ready to make a lasting impact in the community, your moment is approaching. Learn more: https://lnkd.in/gY2FW37a VanEck #VanEck #ExchangeETF #AssetManagement #AssetManagers #FinanicalServices

Katharine Earhart understands the challenge of helping companies grow while staying true to socially-responsible values—especially when those companies have traditionally been underserved. As co-founder of Fairlight Advisors, Katharine is leading the way in social investing. She’s worked with mission-driven nonprofits, introducing strategies that balance ethical guidelines with financial goals, often exceeding expectations. At Exchange, Katharine will lead a session on how to align values with goals, impact, and performance in a practical way. Ready to elevate your practice? Explore the full agenda and register today: https://lnkd.in/gQ6tYKGs #ExchangeETF #FairlightAdvisors #FinancialServices #SocialInvesting #ESG #FinancialAdvising

The way clients choose advisors is changing. If it's not just about performance, what is it about? Find out George Acheampong has to say. 👇 #ExchangeETF #FinancialAdvising #FinancialServices #FinEd #FinancialEducation #FinancialAdvisors