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!).
Bigger, Bolder, Better
With expectations of over 3,000+ attendees, 150+ sponsors, and 1700+ advisors, it is clear that from sheer scale alone, much of the wealth management and financial services industry will be in attendance.
Future Proof is Looking for the Brightest Minds in Financial Services
The Future Proof editorial team begins our annual quest to find the brightest minds, newest technologies, and biggest ideas to build the Future Proof agenda.
