Future Proof Announces Biggest Event Concept Yet
The groundbreaking outdoor event will serve as a catalyst for building and convening the modern investment management ecosystem, including 2,500+ allocators and executives across wealth management; institutional, traditional, and alternative asset management; technology; financial services; and media.
Advisor Circle Changes Corporate Name to “Future Proof”
Advisor Circle, the tech-enabled B2B financial media and events company behind the Future Proof Festival, Future Proof Retreat, and the finance industry’s leading meetings and networking programs known as Breakthru, announced today that it will change its corporate name from “Advisor Circle” to “Future Proof.”
Future Proof Fintech Demo Drop Opens Call for Applications
Future Proof Festival, the largest wealth festival in the world and the most anticipated event in finance, today is announcing the return of the Future Proof Fintech Demo Drop, a unique opportunity for fintech innovators to present and display the newest and most innovative technology platforms and tools to thousands of the fastest-growing financial advisors live from the event.
Future Proof Shakes Up Wealth Industry with 2023 Event Experience
The three-day transformative outdoor event, taking place September 10-13, will welcome 3,000 attendees, including over 2,000 wealth management professionals and financial advisors. Prepare for a seismic shift in the wealth management industry. Future Proof, the world’s largest wealth festival, unveils its electrifying 2023 event experience – including an outcome-oriented agenda designed to level up all […]
Webcast Replay: Revolutionizing Advice on the Industry’s Transformation
Future Proof Digital was thrilled to feature Michael Kitces, Penny Phillips, and Josh Brown for a discussion of all things advisor-related! We covered a variety of topics in a compelling discussion, including referrals, capacity, marketing, and technology.
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 […]
Befi for the Win: How Behavioral Finance Can Change the Game
Behavioral finance (”BeFi”) is the principle that we allow our emotions to prevent good investment practices. Clients are emotional, and money is emotional. You need a toolset to help clients manage the rollercoaster of investing.
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!).
