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Latest News, Announcements, and Event Updates

Technology-Driven Transformation: The Future of Wealth and Investment Management

Technology is reshaping the financial world at an unprecedented pace. At Future Proof Citywide, we’re bringing together the brightest minds in fintech, investment management, and AI to explore how technology is driving the next evolution of the industry. Get a front-row seat to the innovations shaping the future of wealth and investment management—and walk away with actionable strategies to implement within your firm.

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Registration is Now Live for the Future Proof Leaders Retreat

The Future Proof Leaders Retreat is where top wealth management executives come to navigate rapid growth and change. Designed exclusively for leaders scaling multi-advisor enterprises, this one-of-a-kind event combines peer-driven learning, actionable insights, and impactful connections to help you overcome challenges in expanding teams, operations, and product offerings.

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What Does the Wealth Management Firm of the Future Look Like?

Discover what makes wealth management firms successful today and how a diverse ecosystem powers their success. Explore a wide range of perspectives and innovative strategies at the Future Proof Festival. Join industry leaders discussing direct indexing, alternative assets, tokenization, and AI applications. Uncover insights on building the wealth management firm of the future in September.

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Breakthru in Focus: Unlock Insights with Interactive Roundtables

Don’t miss the Breakthru Talks at Future Proof Festival 2024. Engage in curated interactive roundtables with peer groups to share insights, address issues, and generate actionable takeaways on key industry topics that help drive your business forward. Register by August 16 and make every interaction impactful and memorable.

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