Announcing the Five Themes Shaping Future Proof Citywide 2027
Discover the five themes shaping Future Proof Citywide 2027, from AI’s impact on financial firms and investment strategies to the future of client experiences and professional development. Explore the ideas and industry challenges driving the conversations in Miami Beach, March 14–17.
Inside an AI-Forward RIA: What It Actually Looks Like in Practice
The biggest AI question in wealth management isn’t whether firms are adopting AI, it’s whether they’re keeping up. Mike Shannon of Impruve and Dr. Kelly Wagman of Cresset share how leading firms are approaching governance, adoption, and innovation in a landscape where new capabilities emerge every month.
Unveiling the 7 AI Demo Drop Presenters for Future Proof Festival 2026
AI adoption in wealth management has reached a new level. After receiving a record 120 applications, Future Proof Festival has selected seven AI startups to present live at the 2026 AI Demo Drop. Meet the finalists and see why this year’s AI experience extends far beyond the stage.
Future Proof Launches Future Proof Connect, the Virtual Evolution of Its Industry-Leading Breakthru Meetings Program
Future Proof is taking its industry-leading Breakthru Meetings Program virtual with the launch of Future Proof Connect. The two-day event will bring together 2,000+ wealth management professionals for 20,000+ double-opt-in, one-to-one meetings, making it easier than ever to build meaningful industry connections without travel.
The RIA Industry Said Yes to AI. Now What? A Q&A with Matt Middleton and Impruve’s Mike Shannon
AI adoption is no longer the challenge for RIAs. Keeping pace is. Future Proof Festival Founder & CEO Matt Middleton and Impruve Co-Founder & CEO Mike Shannon discuss why one-time AI strategies fall short, what “AI stewardship” looks like in practice, and why firms that start building AI muscle today will be better positioned for what’s next.
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.
AI Demo Drop III at Future Proof Festival 2026: Applications Now Open
Seven minutes to prove your product is real. AI Demo Drop III at Future Proof Festival puts seven companies on stage in front of 5,000+ decision-makers. No decks. No hypotheticals. Just live demos. The gap between “interesting” and “buyable” shows up fast, and the companies that clear it leave with traction that travels.
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.
Future Proof Citywide Highlights: AI, Connection, and the Next Era of Wealth Management
This community shows up differently—that’s what defines Future Proof. In Miami Beach, nearly 4,000 attendees came together with curiosity, openness, and a shared recognition that AI is already reshaping wealth and investment management today.
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.