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Wealth Management EDGE

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Wealth Management EDGE

Boca Raton, FL

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The largest gathering of RIAs. The highest AUM. The most senior advisors.

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Wealth Management EDGE

Four experts in the RIA space speak on a panel at Wealth Management EDGE
Four experts in the RIA space speak on a panel at Wealth Management EDGE

At Wealth Management EDGE, RIAs discover practical solutions to apply right away to drive firm growth.

Discover and debate the latest ideas in investment strategy, product and portfolio construction, ETFs, alternatives and more with hundreds of experts, advisors and issuers. Explore the innovations transforming advice delivery. Learn how top firms are building scalable, tech-enabled practices and turning technology into a competitive advantage. And fine-tune your processes and strategies, from M&A to succession planning, compensation, human capital and leadership.

Meet us at Booth 222 and join our Panel: "Turning Data into Growth Decisions" on Tuesday, June 9 from 10:55 a.m. to 11:35 a.m.

Eric Fitz-Randolph headshot

Eric Fitz-Randolph

Andrew Vogel headshot

Andrew Vogel

Kori Fleischman headshot

Kori Fleischman

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350 5th Avenue, Suite 2400, New York, NY 10118

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2026

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Pontera’s services do not provide legal, tax, or other financial or investment advice, and should not be used as a source for making decisions regarding the foregoing. The information provided through Pontera’s platform is not a substitute for professional financial services. Investing in mutual funds, exchange traded funds, or other securities carries inherent risk to all or part of the amount invested and past performance information is not indicative of future returns. Subject to applicable law, under no circumstances will Pontera be liable for any decisions made, or actions taken or not taken, based on the use of the services or for any investment losses suffered as a result of the use of the services. Pontera market data is provided by Refinitiv.

350 5th Avenue, Suite 2400, New York, NY 10118

Pontera Solutions Inc. All rights reserved.

2026

©

Pontera’s services do not provide legal, tax, or other financial or investment advice, and should not be used as a source for making decisions regarding the foregoing. The information provided through Pontera’s platform is not a substitute for professional financial services. Investing in mutual funds, exchange traded funds, or other securities carries inherent risk to all or part of the amount invested and past performance information is not indicative of future returns. Subject to applicable law, under no circumstances will Pontera be liable for any decisions made, or actions taken or not taken, based on the use of the services or for any investment losses suffered as a result of the use of the services. Pontera market data is provided by Refinitiv.

350 5th Avenue, Suite 2400, New York, NY 10118

Pontera Solutions Inc. All rights reserved.

2026

©

Pontera’s services do not provide legal, tax, or other financial or investment advice, and should not be used as a source for making decisions regarding the foregoing. The information provided through Pontera’s platform is not a substitute for professional financial services. Investing in mutual funds, exchange traded funds, or other securities carries inherent risk to all or part of the amount invested and past performance information is not indicative of future returns. Subject to applicable law, under no circumstances will Pontera be liable for any decisions made, or actions taken or not taken, based on the use of the services or for any investment losses suffered as a result of the use of the services. Pontera market data is provided by Refinitiv.