Josh Brown, an adviser and blogger, along with his business partner and three financial media and event entrepreneurs, will run a four-day event, Future Proof, that covers technology and trends they say are changing wealth management.
Brown, along with partner Barry Ritholtz of Ritholtz Wealth Management and Matt Middleton, John Swolfs and Matt Hougan, co-founders of Advisor Circle, are planning what they call an “in-person festival on the future of wealth,” in September 2022 in Huntington Beach, California.
“There is a fundamental transformation occurring,” said Middleton, CEO of Advisor Circle. "The lines between wealth, culture, technology and impact are blurring. Our goal is to connect and inspire a diverse community building a vision of wealth that is more exciting, inclusive, tech-enabled and forward-thinking.”
Middleton described the planned event as an “SXSW-like experience for the wealth industry.”
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
