Future Proof Festival, the largest wealth festival in the world and the most anticipated event in finance, today is announcing the return of the Future Proof Fintech Demo Drop, a unique opportunity for fintech innovators to present and display the newest and most innovative technology platforms and tools to thousands of the fastest-growing financial advisors live from the event.
The three-day transformative outdoor event, taking place September 10-13, will welcome 3,000 attendees, including over 2,000 wealth management professionals and financial advisors. Prepare for a seismic shift in the wealth management industry. Future Proof, the world’s largest wealth festival, unveils its electrifying 2023 event experience – including an outcome-oriented agenda designed to level up all […]
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.
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 […]
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.
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.
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 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!).
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.
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.