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.
Only 1 Day Left: Everything You Need to Know About Breakthru Networking at Future Proof Citywide
Breakthru ensures you do not show up to Future Proof Citywide hoping the right conversations happen. With 30,000+ prescheduled, double opt-in 1:1 meetings and a 95% satisfaction rate, your most important discussions are confirmed before you arrive. For advisors navigating an AI-driven shift in wealth and investment management, this is where decisions and relationships move forward.
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.
Announcing the 7 Future Proof Citywide 2026 AI Demo Drop Finalists
As part of Future Proof Citywide 2026, we’re bringing back the AI Demo Drop to surface the most innovative, practical, and advisor-ready AI tools shaping the next era of financial advice. After careful review, we’re excited to officially announce the seven AI Demo Drop Finalists.
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).
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.
The Real AI Disruption in Wealth Management: Culture, Meaning, and the Future of Advice
The wealth management industry is entering a period in which AI is reshaping work, identity, and the client experience faster than organizations can adapt. Across our preparations for Future Proof Citywide, leaders consistently described cultural strain, a shifting advisor role, and a move from personalization to humanization as the defining pressures of this moment. As Brian Portnoy of Shaping Wealth emphasized, these changes reflect deep psychological dynamics as much as technological ones.
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.