Unlock the Power of Alternatives: Separate Your Practice from Your Peers
Future Proof Digital hosted industry experts Dani Fava, Brian McLaughlin, and Christopher Cook to discuss the transformative power of technology in reshaping the client experience. Join us as we recap the key insights and takeaways from this engaging discussion, and how you can best apply them to your practice.
The Rising Cost of Education: Ron Lieber and Ann Garcia
Welcome to an exciting and thought-provoking interview in our Future Proof digital short series! Today, we delve into the rising cost of education in the United States, joined by Ron Lieber (“Your Money” columnist in New York Times, Author of “The Price You Pay for College”) and Ann Garcia (Financial Advisor at Independent Progressive Advisors, Author of “How to Pay for College”). In this engaging Q&A session, we explore the factors driving these costs, the relationship between education expenses and career opportunities, and the actions that can be taken to tackle this complex issue.
The Intersection of Technology and Finance: Margaret Hartigan
Margaret Hartigan is the CEO and Founder of Marstone, Inc., and will be joining us on-stage at Future Proof this year. Margaret’s unique insights and expertise in the intersection of technology and finance will inspire you and provide you with valuable knowledge into the fascinating world of technology-driven financial solutions. In this exclusive Q&A, she shares her motivations for speaking at Future Proof, her current groundbreaking project, what attendees can expect to hear from her session, and her excitement for the event.
Efficiency 2.0: How the Top Advisors are Using Technology to Transform the Client Experience
Future Proof Digital hosted industry experts Dani Fava, Brian McLaughlin, and Christopher Cook to discuss the transformative power of technology in reshaping the client experience. Join us as we recap the key insights and takeaways from this engaging discussion, and how you can best apply them to your practice.
Matt Hougan: The Future of Banking and Crypto in a Fragile Financial World
Discover the insights from a captivating conversation with Matt Hougan, a prominent figure in the crypto and finance world, as we delve into the fragility of the current financial system and the transformative potential of crypto and blockchain technology in shaping the future of banking. Gain valuable perspectives on the recent events surrounding SVB, the role of the Federal Reserve, and the rise of crypto as an asset class, providing a glimpse into the emerging landscape of finance.
Future Proof Unveils First Wave of Speakers and Musicians, Including 50 C-Level Executives and Grammy-Winning Artists
Redman & Method Man to share the stage with leading executives from wealth, asset management, and fintech for a captivating four-day outdoor experience BOSTON, MAY 10, 2023 – Future Proof, the world’s largest wealth festival, today revealed an exciting lineup of speakers and musical acts for the 2023 edition of their innovative outdoor extravaganza. The […]
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.
