Day 2 of Wealth Management EDGE featured a "Hot Ones"-style panel on AI and consolidation, a humanoid robot demo, and sessions on organic growth.
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Day 2 of the Wealth Management EDGE conference at The Boca Raton resort brought together nearly 1,000 advisors managing $28 trillion in total assets, according to organizers. Of that pool, 60% are RIAs with more than $500 million under management. The weeklong gathering features over 250 speakers and a mix of investing strategies, business growth practices, and tech initiatives.
The morning started with kayaking on Lake Boca Raton and the invitation-only FAB breakfast, a closed-door session for women in wealth management to discuss business issues. Then came the Hot Takes panel, where Woodgate Financial Senior Partner and Financial Planner Jason Pereira and Michael Kitces, chief financial planning nerd at Kitces.com, ate progressively spicier wings while debating artificial intelligence and wealthtech consolidation. The “Hot Ones” format made the conversation looser than a typical fireside chat – and the heat level forced both to be blunt before their mouths went numb.
Later, the humanoid robot KOID, brought by KraneShares and Robostore, made an appearance. The demo underscored how far AI-powered client interaction tools have come, even if widespread adoption in RIA back offices remains years away. Panels on organic growth and marketing tactics followed, alongside the annual WealthStack technology demos, where vendors pitched everything from automated rebalancing to compliance workflow tools.
The day closed with an invitation-only wine tasting at the Yacht Club and a happy hour at the EDGE Pavilion.
For an industry built on personal relationships, the conference’s emphasis on technology adoption and M&A themes signals a shift. Advisors are weighing whether to build their own tech stack, buy through consolidation, or partner with platforms that already bundle analytics and CRM. The sheer AUM concentration in the room – $28 trillion – means that whatever decisions the attendees make in the next 12 months will ripple through broker-dealers, custodians, and asset managers.
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