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Latest News, Announcements, and Event Updates

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.

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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.

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Forget AI: Women are Transforming Wealth Management

Join the Future Proof Festival, the largest gathering for women in wealth management, and discover how women are reshaping the industry. Dive into key trends, connect with leading female professionals, and explore innovative strategies. Don’t miss this event in Huntington Beach from September 15-19, 2024.

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Networking at Future Proof Festival Just Got Better

We’ve got some exciting news to share. We’re expanding our industry-leading event networking platform, Breakthru. It’ll include even more networking programs and ways for you to connect, learn, and grow at Future Proof Festival. Here’s the lowdown on what’s new and how you can get involved!

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Future Proof Announces Biggest Event Concept Yet

The groundbreaking outdoor event will serve as a catalyst for building and convening the modern investment management ecosystem, including 2,500+ allocators and executives across wealth management; institutional, traditional, and alternative asset management; technology; financial services; and media.

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Advisor Circle Changes Corporate Name to “Future Proof”

Advisor Circle, the tech-enabled B2B financial media and events company behind the Future Proof Festival, Future Proof Retreat, and the finance industry’s leading meetings and networking programs known as Breakthru, announced today that it will change its corporate name from “Advisor Circle” to “Future Proof.”

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3 Simple Steps To Convince Your Boss To Send You To Future Proof Festival

As the premier event for wealth management professionals, Future Proof Festival in Huntington Beach offers unparalleled opportunities for networking, professional growth, and innovation. If you need help convincing your boss it’s worth your time and money, keep reading! These simple steps will give you everything you need to communicate the value and the long-lasting impacts of attending.

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