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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL
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Mike Kerins, CFA, FRM
Head of Advisory Product at Apex Fintech Solutions
Speaker

Agenda Sessions

  • Integration vs Interoperability: How Tech Firms are Addressing the Swivel Chair Problem

    , 4:55pm
    View Session

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Ali Khodadad
CFA®, CFP®, ChFC®, CLU®, RICP®, AIF®, Advanced Planning Director
Jackson

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