Wealth Management EDGE Opens for 2,000 Attendees With AI and Private-Markets Summits
Updated
Updated · Wealth Management · Jun 11
Wealth Management EDGE Opens for 2,000 Attendees With AI and Private-Markets Summits
3 articles · Updated · Wealth Management · Jun 11
Summary
Day 1 at Boca Raton’s Wealth Management EDGE gathered 2,000 attendees, including 1,000 advisors, for sessions on AI, private markets, commodities, cryptocurrencies and the coming wealth transfer.
Robert Kaplan’s keynote framed the macro backdrop, arguing markets have historically weathered war but warning a China-Taiwan conflict could pose a different risk for advisors and investors.
Michael Crossland drew a standing ovation with a speech on resilience and perspective, while a Jeopardy-style panel led by Integrated Partners’ Matt Ackerman added a lighter industry-focused close.
The June 9-11 conference has continued into Day 2 with more AI panels, tech demos and networking, underscoring the event’s focus on advisor technology and growth strategies.