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.
Building an AI-Ready Future: A Q&A with Matt Middleton on Future Proof Citywide 2026
We’re entering a new era in financial services, one where AI isn’t just another tool, it’s becoming the foundation of how firms operate, compete, and grow. In this Q&A, Future Proof Founder and CEO Matt Middleton breaks down what makes Future Proof Citywide (March 8-11, Miami Beach, FL) different, what it stands for, and why this moment matters for every firm that wants to be part of the next chapter of wealth and asset management.
Rethinking Growth and Culture in the AI Era: A Conversation with Merit Financial Advisors
Merit Financial Advisors is using AI to transform growth, culture, and client experience, showcasing how forward-thinking firms are redefining leadership in the AI era. A preview of what’s to come at Future Proof Citywide 2026.
Rewiring Wealth Management: A Conversation with Gopal Subramanian on Practical AI
Future Proof CEO Matt Middleton shares insights from a conversation with Gopal Subramanian, Chief Data & AI Officer at Focus Financial Partners, on how one of the industry’s largest wealth networks is approaching AI.
Why Future Proof Citywide is the Most Important Event of 2026
Future Proof Citywide 2026 unites the wealth and investment management ecosystem to explore how AI is transforming work, strategy, and human potential. Discover why this March in Miami Beach will mark the industry’s most important inflection point.
Future Proof Citywide Announces Bold New AI-Native Focus for 2026
4,000 investors, advisors, and financial professionals will gather in Miami Beach to build the industry’s largest AI-native community and define how finance adapts to the artificial intelligence (AI) era.
Future Proof Festival 2025: Music Acts Revealed!
The Future Proof Festival is less than three weeks away. This year’s event will be our biggest yet, with 5,000 attendees gathering for the largest meeting of RIAs in all of wealth management. And of course, no Future Proof is complete without unforgettable live music. We’re thrilled to announce the musical acts at Future Proof Festival 2025!