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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL
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Wealth Management EDGE Day 2 - US Eastern

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Wealth Management EDGE Day 2 - US Eastern
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Showing 1 of 1 Streams
10:10am - 10:35am
Breaking the RIA Custody Mold to Connect Today's Advisors with Tomorrow's Investors
  • Robb Baldwin - President & CEO, TradePMR
  • Steve Quirk - Chief Brokerage Officer, Robinhood
Showing 2 of 2 Streams
5:00pm - 5:30pm
InvesTours

Join a group of 10-15 fellow attendees and take a curated tour of exhibiting firms with the latest investment strategies and products leading the market. Think of it as speed-dating for investment ideas!

On June 11 from 5-5.45pm prior to Happy Hour, led by one of our expert industry guides, you'll visit various Issuers, asset managers and investment experts to gain insights into cutting-edge products that can enhance your clients’ portfolios. Let us take the stress of navigating the exhibit hall off of you, so that you can experience EDGE to the fullest – cocktail in hand!

4:55pm - 5:30pm
NextGen Connections: Communicating and Engaging the Next Generation of Investors
  • Brodrick Lothringer - Founder & CEO, PodPony
  • Joshua Wilson - PhD, CMT ®, Advisor
  • Adam Dell - Founder & CEO, Domain Money
Wealth Management EDGE Day 1
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