Gestione delle risorse finanziarie: vantaggi per il 2027
Gestione del Patrimonio Edge
Wealth Management EDGE is the largest gathering of Registered Investment Advisors (RIAs), focusing on investment, technology, and practice management. The event brings together over 2,000 senior wealth management decision-makers, including CEOs, managing partners, and institutional investors.
Principali cime e percorsi
- AI Assembly:Si concentra sull’utilizzo dell’intelligenza artificiale per promuovere azioni concrete, aumentare l’efficienza e favorire una crescita misurabile all’interno delle società di consulenza.
- Mercati privati:Percorso formativo pensato per CIO e dirigenti che desiderano conoscere le migliori pratiche per investire nel mercato privato.
- Investimenti strategici:Dissects key forces reshaping modern portfolios, including commodity cycles, international allocation shifts, digital assets, and tax-efficient investments.
- Tech per la crescita: Tecnologie che favoriscono lo sviluppo.Explores how firms use data, automation, cybersecurity, and client experience technology to drive revenue and executive decision-making.
- Ultra-High-Net-Worth Summit:Strategie innovative per la gestione e la conservazione del patrimonio familiare di alto valore netto.
Espositori e Sponsori
The exhibit floor features a wide array of asset managers, ETF issuers, tech vendors, and service providers. Key sponsors and exhibitors include Goldman Sachs, Charles Schwab, T. Rowe Price, Vanguard, Franklin Templeton, and various fintech solutions like Orion, Altruist, and InvestCloud.
Reti e esperienze
The conference offers specialized networking programs such as EDGE Meetings, EDGE Roundtables, and Advisor2Advisor. Attendees can also participate in golf, wine tastings, and curated dinners.
Registrazione per l'Entrata o le Stanzette
Mappe del Luogo e Alberghi Vicini
Boca Raton - Boca Raton Resort & Club, Florida, Stati Uniti