Future Proof Launches Future Proof Research and Opens Inaugural “State of AI in Wealth Management” Survey
Future Proof launches Future Proof Research and opens the inaugural State of AI in Wealth Management survey, developed in partnership with Impruve. Designed exclusively for RIAs, broker-dealers, and bank/trust wealth teams, the study will create a new industry benchmark for AI adoption, governance, and impact, with the first findings unveiled at Future Proof Festival this September.
Announcing the Five Themes Defining Future Proof Festival 2026
After more than 250 conversations with leaders across wealth management, five clear themes have emerged that will define how RIAs operate, grow, and compete in 2026 — and beyond.
Reintroducing Future Proof Festival in Year Five: The Reset Point for the Next Era of RIA
Future Proof Festival in year 5 marks a turning point for our community, and where we go next. The RIA industry is moving faster than ever – AI, rising client expectations, and new business models are already reshaping how firms operate. Future Proof was built for this moment. Now we’re reintroducing it.
Five Years Later, We’re Building for What’s Next
Five years ago, Future Proof was just an idea — a bet on building something different for wealth management. What started on a vacant lot by the ocean has grown into a community of 15,000+ leaders redefining how the industry connects and does business. As we open registration for our fifth anniversary in 2026, we’re raising the bar again. The industry is evolving fast — and the next five years start now.
Designing the Future Proof Citywide 2026 Experience: A First Look at What’s New
Future Proof Citywide 2026 is built on what we learned by watching the experience come to life. With a more intentional layout and a stronger sense of flow, this year’s design makes it easier to move through the space, discover ideas, and engage in the conversations that matter.
What FINNY’s Co-Founder Wants Advisors to Know: 3 Misconceptions About AI and the Realities Behind Them
AI is reshaping advisor roles, firm growth, and innovation, but the path forward remains unclear. In speaking with Eden Ovadia, Co-Founder of FINNY, her blend of industry diligence work and machine-learning expertise revealed how differently firms interpret AI’s impact. The conversation surfaced three common misconceptions across wealth management, along with the realities shaping how AI is actually being adopted inside advisory businesses.
The Agenda Is Live. Here’s How to Experience Future Proof Citywide 2026
Future Proof Citywide 2026’s agenda is live. Explore a hands-on, AI-native experience built for finance leaders. Choose your own path, join the AI Playground, learn what’s working now, and leave with practical frameworks, peers, and real execution insights (March 8–11, Miami Beach).
Introducing the AI Playground at Future Proof Citywide 2026
Firms are at very different points in their AI journey. Some are already building, others are cautiously experimenting, and many have not started at all. But the reality is the same for everyone: AI is reshaping the industry faster than anyone expected, and leaders are trying to figure out what truly matters. This is why we created the AI Playground at Future Proof Citywide, March 8–11, 2026 in Miami Beach. It is a place for every firm, at every stage, to get hands-on with what AI can do right now.
Why Firms Are Exploring AI Committees – And Why Now Is the Time to Educate Your Teams at Future Proof Citywide 2026
Most firms in wealth and investment management are still exploring AI in isolation, but many are now forming steering committees to guide its use across their organizations. Future Proof Citywide, March 8–11, 2026 in Miami Beach, is designed to help these teams learn together, compare strategies, and build clearer roadmaps for adopting AI.
3 Questions Wealth and Asset Management Leaders Are Asking Themselves About Data and AI Readiness
For years, conversations about technology in finance revolved around tools and tech stacks. Today, the themes emerging from those same conversations begin and end with data. Here are three questions that are emerging, questions that reflect how firms are strengthening their foundations, refining their processes, and investing in education as they navigate this new chapter together.