SEPTEMBER 7-10, 2025 | HUNTINGTON BEACH, CA

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.

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.

Breakthru in Focus: Redefine Networking with Group Experiences

Discover the Breakthru Experiences Program at the Future Proof Festival 2024. Enhance your networking, learning, and growth with unique group activities, intimate dinners, and skill-boosting sessions. Register by August 16 and make every interaction impactful and memorable.

Forget AI: Women are Transforming Wealth Management

Join the Future Proof Festival, the largest gathering for women in wealth management, and discover how women are reshaping the industry. Dive into key trends, connect with leading female professionals, and explore innovative strategies. Don’t miss this event in Huntington Beach from September 15-19, 2024.

Building the Ria Business of the Future

The financial services and wealth management landscapes are constantly evolving, driven by ever-changing regulations, market forces, and emerging technologies. It can be challenging to stay ahead of the curve, especially when the stakes are so high, and the pace of change is so unpredictable. That’s where leaning into the insights and experiences of current industry […]

Overcoming Irrational Client Biases Through Behavioral Finance

As a wealth manager, your clients come to you seeking financial advice and strategies to grow their wealth. While traditional finance focuses on rational decision-making, behavioral finance recognizes that emotions and biases can heavily influence investment decisions.

Webcast Replay: the 2023 Marco Outlook

Is it really different this time? The Short Answer: Yes. Hear from Barry Ritholtz, CIO of Ritholtz Wealth Management, Marta Norton, CIO of Americas for Morningstar, and Jay Pelosky of TWP, to take a closer look at the macro environment for 2023. 

The Early Results Are In

The Future Proof community is ready to not only show up but to get down to business. Nearly half of all advisor registrations opted into the hosted buyer program, Breakthru, a first-of-its-kind event tech meetings platform, as a result of our audience (aka YOU!).