Adviser Josh Brown launches wealth management event
Future Proof, which will cover technology and trends, is set for Huntington Beach, California, in September 2022.
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.”
InvestmentNews wants to hear from you! Please take a minute to complete this form, so we can better understand and serve our readers.
"*" indicates required fields
Middleton described the planned event as an “SXSW-like experience for the wealth industry.”
Niche advisers should demonstrate their expertise
Learn more about reprints and licensing for this article.