RIA CEOs Mallouk, Haberli, Restieri Headline EDGE Conference Close

The Wealth Management EDGE conference closed its 2026 edition with CEO panels, a humanoid robot, and a returning rock band.

The final day at The Boca Raton resort in Boca Raton, Florida, featured Q&A sessions with RIA chief executives. Creative Planning CEO Peter Mallouk and Edelman Financial Engines CEO Ralph Haberli participated, with Hightower CEO Larry Restieri also joining the discussion. The sessions covered investment and technology growth strategies for independent financial advisors, according to the conference program.

The program also included an appearance by KOID, a humanoid robot. Wealth Management's editors held a meetup with attendees. A separate panel featured former NFL players Shawn Wooden and Winston Justice, who now work as financial advisors. They talked about transitioning from professional sports to wealth management.

The closing party brought back The Cougars, a Jersey Shore-based rock band that performed at the 2025 conference. The band returned for an encore performance to end the 2026 event.

Attendance figures were not released. Conference organizers did not immediately respond to a request for comment on next year's event.