SEPTEMBER 7-10, 2025 | HUNTINGTON BEACH, CA

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.

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) […]