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WealthManagement EDGE
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Craig Reid
President at MMA Securities LLC


Developments in FinTech and WealthTech are presenting financial advisors with more options and opportunities than ever before to build efficient – yet highly customized – portfolios and financial plans for their clients. At the same time, the RIA channel has significantly accelerated its growth and influence, and in the process, is re-shaping the delivery of investments and financial solutions. As the RIA channel continues to grow faster than any other segment in the wealth management industry, and investment management and WealthTech continue to converge, what does the future hold? This panel of industry Visionaries will offer their perspectives on the future of advice and the advisor-client dynamic.

Agenda Sessions

  • Valuation & M&A Workshop