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.
3 Questions Wealth and Asset Management Leaders Are Asking Themselves About Data and AI Readiness
For years, conversations about technology in finance revolved around tools and tech stacks. Today, the themes emerging from those same conversations begin and end with data. Here are three questions that are emerging, questions that reflect how firms are strengthening their foundations, refining their processes, and investing in education as they navigate this new chapter together.
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.