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.”
“The White House has extremely strict ethical guidelines with respect to issues like this,” said Press Secretary Karoline Leavitt.
Just how much does it cost for a financial advice exec to stay out of prison?
The advisor both prices FSK's private loans and gets paid on those prices, the suit claims
The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
