Inside an AI-Forward RIA: What It Actually Looks Like in Practice
The biggest AI question in wealth management isn’t whether firms are adopting AI, it’s whether they’re keeping up. Mike Shannon of Impruve and Dr. Kelly Wagman of Cresset share how leading firms are approaching governance, adoption, and innovation in a landscape where new capabilities emerge every month.
Unveiling the 7 AI Demo Drop Presenters for Future Proof Festival 2026
AI adoption in wealth management has reached a new level. After receiving a record 120 applications, Future Proof Festival has selected seven AI startups to present live at the 2026 AI Demo Drop. Meet the finalists and see why this year’s AI experience extends far beyond the stage.
The RIA Industry Said Yes to AI. Now What? A Q&A with Matt Middleton and Impruve’s Mike Shannon
AI adoption is no longer the challenge for RIAs. Keeping pace is. Future Proof Festival Founder & CEO Matt Middleton and Impruve Co-Founder & CEO Mike Shannon discuss why one-time AI strategies fall short, what “AI stewardship” looks like in practice, and why firms that start building AI muscle today will be better positioned for what’s next.
Apply Now for the AI Demo Drop at Future Proof Citywide 2026: Put Your AI Innovation on the Industry’s Most Visible Stage
The Future Proof AI Demo Drop puts your product on stage before 4,000+ leaders across wealth, fintech, and asset management — the industry’s most influential buyers and builders. Past participants like Altruist and FINNY turned their demos into real momentum, from major product announcements to new investments. Applications for the 2026 AI Demo Drop are now open.
Building an AI-Ready Future: A Q&A with Matt Middleton on Future Proof Citywide 2026
We’re entering a new era in financial services, one where AI isn’t just another tool, it’s becoming the foundation of how firms operate, compete, and grow. In this Q&A, Future Proof Founder and CEO Matt Middleton breaks down what makes Future Proof Citywide (March 8-11, Miami Beach, FL) different, what it stands for, and why this moment matters for every firm that wants to be part of the next chapter of wealth and asset management.
Announcing the First-Ever AI Demo Drop Finalists at Future Proof Festival
At Future Proof Festival, seven innovators will take the stage for the first-ever AI Demo Drop. From autonomous equity analysis to AI-powered compliance and client conversion tools, these builders were chosen from 100+ applicants and are solving the industry’s toughest challenges.
Future Proof Festival 2025: Unveiling This Year’s Five Themes
Future Proof Festival returns for its fourth year in Huntington Beach, CA, bigger, sharper, and more energizing than ever. This year, we’re unveiling five core themes that will shape the conversations and connections ahead. These themes reflect what’s urgent, what’s emerging, and where firms are leaning in.
The Future of Fintech is Here: Meet the 7 Fintech Demo Drop Finalists
The fintech revolution is already here. Seven game-changing companies will take center stage to showcase the innovations reshaping wealth and investment management at Future Proof Citywide Fintech Demo Drop in Miami Beach.
Technology-Driven Transformation: The Future of Wealth and Investment Management
Technology is reshaping the financial world at an unprecedented pace. At Future Proof Citywide, we’re bringing together the brightest minds in fintech, investment management, and AI to explore how technology is driving the next evolution of the industry. Get a front-row seat to the innovations shaping the future of wealth and investment management—and walk away with actionable strategies to implement within your firm.
The Modern Investor Mindset: Meeting the Expectations of Today’s Investors
The way investors think, act, and allocate capital is evolving. Firms that adapt to this new mindset—prioritizing transparency, customization, and collaboration—will thrive in the years ahead.