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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL
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Mark Bruno
Managing Director, Head of Strategic Advisory at Emigrant Partners
Speaker

Agenda Sessions

  • Who "Owns" Growth at Your RIA?

    , 3:15pm
    View Session

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Peter Mallouk
President and CEO
Creative Planning

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