Webcast Replay: Revolutionizing Advice on the Industry’s Transformation
Future Proof Digital was thrilled to feature Michael Kitces, Penny Phillips, and Josh Brown for a discussion of all things advisor-related! We covered a variety of topics in a compelling discussion, including referrals, capacity, marketing, and technology.
Building the Ria Business of the Future
The financial services and wealth management landscapes are constantly evolving, driven by ever-changing regulations, market forces, and emerging technologies. It can be challenging to stay ahead of the curve, especially when the stakes are so high, and the pace of change is so unpredictable. That’s where leaning into the insights and experiences of current industry […]
Befi for the Win: How Behavioral Finance Can Change the Game
Behavioral finance (”BeFi”) is the principle that we allow our emotions to prevent good investment practices. Clients are emotional, and money is emotional. You need a toolset to help clients manage the rollercoaster of investing.
Overcoming Irrational Client Biases Through Behavioral Finance
As a wealth manager, your clients come to you seeking financial advice and strategies to grow their wealth. While traditional finance focuses on rational decision-making, behavioral finance recognizes that emotions and biases can heavily influence investment decisions.
Webcast Replay: the 2023 Marco Outlook
Is it really different this time? The Short Answer: Yes. Hear from Barry Ritholtz, CIO of Ritholtz Wealth Management, Marta Norton, CIO of Americas for Morningstar, and Jay Pelosky of TWP, to take a closer look at the macro environment for 2023.
The Early Results Are In
The Future Proof community is ready to not only show up but to get down to business. Nearly half of all advisor registrations opted into the hosted buyer program, Breakthru, a first-of-its-kind event tech meetings platform, as a result of our audience (aka YOU!).
Bigger, Bolder, Better
With expectations of over 3,000+ attendees, 150+ sponsors, and 1700+ advisors, it is clear that from sheer scale alone, much of the wealth management and financial services industry will be in attendance.
Future Proof is Looking for the Brightest Minds in Financial Services
The Future Proof editorial team begins our annual quest to find the brightest minds, newest technologies, and biggest ideas to build the Future Proof agenda.