This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Ron Bullis
CEO at LifeWorks Advisors
Speaker

Profile

A lifetime builder turned into an ambitious FinTech innovator, Ron founded Lifeworks in 2017 as he realized that the wealth management industry, with its 200,000 advisors serving millions of clients, was broken—both for advisors and clients. At Lifeworks, he leads a team of wealth advisors, quant strategists, and software engineers, developing the first liability-driven wealth management system to fix the flawed traditional approach to financial planning and investing.

Ron is passionate about providing hyper-personalized planning and investment strategies to everyone. Lifeworks has built one of the first subscription-based financial planning services for clients that has no minimum investment or net worth requirements. Ron won the Scratch.Works FinTech accelerator program in 2020, has been featured in numerous industry publications, and is a regular speaker at industry events. His interview series, The Future of Advice® features conversations with industry leaders and entrepreneurs who are disrupting the wealth management industry.

Ron is also the proud father of five beautiful children and founder of the Ella Bullis Foundation, a 501(c)(3) that provides financial support to families who have recently lost a child or have a child in a neonatal intensive care unit.

Agenda Sessions

  • The Generative AI Tipping Point: Imagining the Wealth and Asset Management in 2034

    2:20pm
  • Integration vs Interoperability: How Tech Firms are Addressing the Swivel Chair Problem

    4:55pm