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.

Future Proof Announces Biggest Event Concept Yet

The groundbreaking outdoor event will serve as a catalyst for building and convening the modern investment management ecosystem, including 2,500+ allocators and executives across wealth management; institutional, traditional, and alternative asset management; technology; financial services; and media.

FINANCIAL ADVISORY FIRM TEAM PACK

Financial Advisory Firms are eligible for discounted rates on team pack purchases of THREE OR MORE tickets. Rates are based on each purchase transaction and cannot be combined with other purchases, including previous individual and team pack ticket purchases. We do not adjust rates retroactively. All team pack purchases must be (1) approved by us and (2) […]

Advisor Circle Changes Corporate Name to “Future Proof”

Advisor Circle, the tech-enabled B2B financial media and events company behind the Future Proof Festival, Future Proof Retreat, and the finance industry’s leading meetings and networking programs known as Breakthru, announced today that it will change its corporate name from “Advisor Circle” to “Future Proof.”

3 Simple Steps To Convince Your Boss To Send You To Future Proof Festival

As the premier event for wealth management professionals, Future Proof Festival in Huntington Beach offers unparalleled opportunities for networking, professional growth, and innovation. If you need help convincing your boss it’s worth your time and money, keep reading! These simple steps will give you everything you need to communicate the value and the long-lasting impacts of attending.

Advisor Circle & Ritholtz Wealth Unveil Future Proof Retreat

Advisor Circle and Ritholtz Wealth Management are once again shaking things up in the wealth management events space. The co-creators of the industry-leading Future Proof event franchise today announced their plans to expand the brand with the launch of the Future Proof Retreat, a unique three-day event that takes networking and business growth to the next level. The event will take place at The Broadmoor Hotel in Colorado Springs, CO, from March 24-27, 2024.

APPLY TO SPONSOR