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Latest News, Announcements, and Event Updates

Registration is Now Live for the Future Proof Leaders Retreat

The Future Proof Leaders Retreat is where top wealth management executives come to navigate rapid growth and change. Designed exclusively for leaders scaling multi-advisor enterprises, this one-of-a-kind event combines peer-driven learning, actionable insights, and impactful connections to help you overcome challenges in expanding teams, operations, and product offerings.

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What Does the Wealth Management Firm of the Future Look Like?

Discover what makes wealth management firms successful today and how a diverse ecosystem powers their success. Explore a wide range of perspectives and innovative strategies at the Future Proof Festival. Join industry leaders discussing direct indexing, alternative assets, tokenization, and AI applications. Uncover insights on building the wealth management firm of the future in September.

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Breakthru in Focus: Unlock Insights with Interactive Roundtables

Don’t miss the Breakthru Talks at Future Proof Festival 2024. Engage in curated interactive roundtables with peer groups to share insights, address issues, and generate actionable takeaways on key industry topics that help drive your business forward. Register by August 16 and make every interaction impactful and memorable.

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Forget AI: Women are Transforming Wealth Management

Join the Future Proof Festival, the largest gathering for women in wealth management, and discover how women are reshaping the industry. Dive into key trends, connect with leading female professionals, and explore innovative strategies. Don’t miss this event in Huntington Beach from September 15-19, 2024.

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Networking at Future Proof Festival Just Got Better

We’ve got some exciting news to share. We’re expanding our industry-leading event networking platform, Breakthru. It’ll include even more networking programs and ways for you to connect, learn, and grow at Future Proof Festival. Here’s the lowdown on what’s new and how you can get involved!

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