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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!

At most events, networking is left to chance… wandering the expo hall with beige walls, hoping to bump into the right person. At Future Proof, Breakthru replaces chance with choice. In short, you don’t just meet people, you meet the right people for your current business initiatives.

The Breakthru Experiences program at Future Proof Festival has expanded significantly, giving attendees more meaningful ways to connect, learn, and unwind alongside their peers.

At Future Proof Festival, seven innovators will take the stage for the first-ever AI Demo Drop. From autonomous equity analysis to AI-powered compliance and client conversion tools, these builders were chosen from 100+ applicants and are solving the industry’s toughest challenges.

This year, we’re putting AI front and center at Future Proof Festival 2025. The AI Demo Drop is a live showcase of the most advanced AI tools being built for wealth managers and RIAs. If you’re building something that brings AI from concept to application in financial services, this is the stage to prove it.

The Future Proof Leaders Retreat is an exclusive experience for CEOs, senior executives, and decision-makers and is designed for those ready to lead what’s next—from legacy firms navigating scale to next-gen leaders redefining what leadership looks like.