In the Suite

EP 96 Everything New at Edge: Inside Informa’s Top Wealth Management Event with Dan Rubinetti and Shannon Rosic

May 5, 2025·49 min
Episode Description from the Publisher

Send us Fan Mail 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 ...

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