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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).

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 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.

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.

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.

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 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.

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.

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.

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.

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.

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.

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.

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.

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!