FAQs

We will be adding a registration link to our website in late May, 2025. Feel free to sign up for email notifications about the 2025 event here. 

Great! Please contact us for group orders and/or sponsorship opportunities.

Once registration for 2025 is open, and upon registering for Exchange, you will receive a link to book your hotel room at our discounted rate.

The Exchange team will communicate regularly with updates on our website, www.exchangeetf.com, on social media like LinkedIn (follow us!) and directly with registrants via email. You can sign up to receive email notifications for the 2025 event here. Please expect most updates to come in early autumn.  

Smart casual. Please be comfortable knowing the conference experience is both indoors and outdoors at the resort.  

Outdoor temperatures in late March tend to be in the low 70’s. Note that hotels can sometimes be a little chilly so bring a blazer or cardigan for your comfort. 

So many reasons – and they all come down to ensuring ease of attendance for our core audience – financial advisors – and partners. 

• Cost to stay: With resort fee and taxes, the negotiated rate with Virgin Hotels will be $254/night. This is significantly lower than past events.
• Getting there: Las Vegas is one of the biggest and most accessible airports in the U.S. 
• Experience: Our indoor/outdoor experience will be across only one level, creating a more cohesive experience.
• Location: Just off the strip – close enough for dinners, but far enough to focus on the business of Exchange.
• Timing: We like to stay within Q1 to provide insights, data and instruction that help attendees set informed goals for the year ahead. Late March in Las Vegas is away from all major holidays with an average temperature in the mid-70’s.

For this event, we define financial/wealth advisors as accredited advisors that have discretionary purview and manage money/investment portfolios on behalf of individual investors. We recognize that many individuals in the financial industry have CRD numbers; however, they may not be responsible for managing money and investments on behalf of individuals.

Those that may qualify for an advisor registration include:

• Registered financial advisors with a valid personal CRD. This includes RIAs, family office advisors, and/or financial advisor representatives employed by independent broker-dealers or wirehouse firms, such as Edward Jones, Raymond James, Commonwealth, Morgan Stanley, Merrill Lynch, Ameriprise, Wells Fargo, UBS, LPL and more.
• Institutional gatekeepers, such as portfolio managers of multi-asset portfolios, CIO’s at Trust companies or product due diligence roles at home offices.

Effective April 30, 2024, members of our team will be reviewing every advisor submission within 48 hours of the registration. To review and confirm advisor registrations, we:  

• Validate their personal CRD via FINRA BrokerCheck.
• Research the firm name and/or the individual registering.
• Review if the firm has a Form CRS for those that manage separately managed accounts and may be involved in choosing securities for those portfolios.

If the validity of the advisor registration seems unclear to us, we may reach out to the individual to request additional information about their firm and their role. If we reach out to confirm an advisor registration, the intention is not to cause insult and we mean no offense in our inquiry. We ask that individuals respond to our inquiry politely and truthfully.

We reserve the right to cancel registrations if the person attempting to exercise the promotion is not a registered advisor. If we cannot confirm an individual’s advisor registration and have not received a response to our inquiry within 48 hours, we reserve the right to cancel the registration. Individuals will be notified of their cancelled registration via email.

We are a data company and pride ourselves on the quality and vigor we bring to our data; we owe it to our community and sponsors to conduct proper due diligence and deploy quality control mechanisms on all our products – including Exchange.

If you’re unsure of your appropriate categorization for registration, please reach out to [email protected] with a brief description of your role and reasoning for wanting to attend the conference.

Please let us know! Contact [email protected] with your inquiry.