How RIAs grow and manage that growth was a focal point of many speakers at Wealth Management EDGE at The Diplomat Beach Resort in Hollywood Beach, Fla.

The impact that artificial intelligence will have on wealth management drew a large crowd at the Wealth Management EDGE conference at the Diplomat Beach Resort in Hollywood Beach, Fla.

The commission’s proposal will make it more difficult for clients “to use false identities to establish customer relationships” with advisors, according to Chair Gary Gensler.

The acquisition of Soudmark Wealth Management is Edelman’s first deal of 2024.

Based in Los Angeles, Eric Gray and Lance Polverini specialize in ultra-high-net-worth clients.

The debate at the conference reflects a broader dispute taking place across corporate America over the role of DEI.