Introducing
Future Proof Research
Future Proof Research is a new data and intelligence arm of Future Proof dedicated to tracking the forces reshaping the business of financial advice.
Introducing
Future Proof Research
Future Proof Research is a new data and intelligence arm of Future Proof dedicated to tracking the forces reshaping the business of financial advice.
What is Future Proof Research?
Future Proof Research is the data and intelligence arm of Future Proof, producing independent, longitudinal research on the forces reshaping wealth management. Its inaugural initiative, The State of AI in Wealth Management, is a semi-annual benchmark of AI adoption across the advice industry, released alongside each flagship Future Proof event.
State of AI in Wealth Management Survey
Co-Commissioned With:
The Benchmark
AI is moving through wealth management faster than any technology shift before it, yet most firms are navigating it without a clear picture of where they stand against their peers. Future Proof Research was built to close that gap with rigorous, repeatable data rather than headlines and hype. The inaugural findings will debut live on the main stage at the 2026 Future Proof Festival, September 14–17 in Huntington Beach, California, with a new edition released alongside each flagship Future Proof event going forward.
Independent by design
The research is co-commissioned with Impruve to support its development. Future Proof Research retains full and sole editorial control over the survey design, methodology, analysis, and findings. Consistent with Future Proof’s long-standing approach to its event content, the research is strictly no-pay-to-play: no sponsor, including Impruve, can buy a question, a result, or a ranking, and every edition will publish its full methodology.
Built On Real Records
What separates the study from typical industry surveys is how it qualifies who counts. Participation is limited to professionals at wealth management firms – RIAs, broker-dealers, and bank and trust wealth units – and every response is verified against firm and individual records on file with FINRA and the SEC. Asset managers, fintech and wealthtech vendors, and other outside firms are excluded by design, so the data reflects the industry talking to itself, not a popularity contest.
Take the survey
The inaugural survey is open now and takes less than 10 minutes to complete. To recognize the professionals who contribute, every verified respondent will be automatically entered for the chance to win an all-expenses-paid trip (valued up to $5,000) to a Future Proof event in 2026 or 2027, for the winner and a guest of their choice, whether a spouse or a colleague.
Responses must be submitted and verified by August 21 to qualify. The qualified-respondent winner will be selected in a random drawing on or about August 28.