The AI Integration Playbook: 5 Lessons from Mercer Advisors’ Technology and Digital Team
The wealth management industry is at a crossroads. Firms are under pressure to modernize, integrate AI, and operate with the efficiency of technology companies. Among the firms tackling that challenge head-on is Mercer Advisors. Here’s five lessons of Mercer’s AI Integration Playbook.
5 Lessons on AI in Wealth Management from My Conversation with Jason Pereira
There’s no shortage of opinions about AI, but every so often, someone frames the change in a way that makes you think deeper. That’s what happened in a recent discussion with Jason Pereira. To Jason, AI is a test of how quickly people can evolve. Here are five lessons that stood out from the conversation.
AI That Fits the Firm: Inside the Partnership Between Impruve and Magnus Financial
While most of the industry is chasing the next flashy AI feature, a smaller group of innovators is taking a different path, going deep instead of wide.
Rethinking Growth and Culture in the AI Era: A Conversation with Merit Financial Advisors
Merit Financial Advisors is using AI to transform growth, culture, and client experience, showcasing how forward-thinking firms are redefining leadership in the AI era. A preview of what’s to come at Future Proof Citywide 2026.
Rewiring Wealth Management: A Conversation with Gopal Subramanian on Practical AI
Future Proof CEO Matt Middleton shares insights from a conversation with Gopal Subramanian, Chief Data & AI Officer at Focus Financial Partners, on how one of the industry’s largest wealth networks is approaching AI.
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.
Listen to Your Audience But Trust Your Gut
Yesterday, we proudly announced that the latest Future Proof Festival achieved a remarkable Net Promoter Score (NPS) of 71, based on feedback from thousands of attendees.
Future Proof Festival 2024: Opening Musical Act Revealed!
We are excited to announce the world renowned X Ambassadors will be performing at the Future Proof Music Festival on Tuesday, September 17th, live on the Ocean Stage!
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.
Breakthru in Focus: Redefine Networking with Group Experiences
Discover the Breakthru Experiences Program at the Future Proof Festival 2024. Enhance your networking, learning, and growth with unique group activities, intimate dinners, and skill-boosting sessions. Register by August 16 and make every interaction impactful and memorable.