Future Proof Festival 2025, the brainchild of founder Matt Middleton, was an outdoor event filled with big stage conversations, intimate meetups, and everything in between. InvestmentNews had the opportunity to cover the event. You can find our compete coverage here.
The founder and CEO shared with InvestmentNews his thoughts of Future Proof's evolution and how his approach — combined with technology — is elevating the wealth management industry.
"The most important decision you make is the team you put together," Jenny Johnson, CEO of Franklin Templeton, told the audience during the event.
Wealthspire's Julie Penwell and Lionshares startup CEO Sofia Massie share insights on how to embrace being innovators and entrepreneurs in wealth management.
InvestmentNews caught up with Altruist CEO Jason Wenk after his time at Future Proof to discuss the conference, Altruist's deal with Josh Brown's Ritholtz Wealth Management, and Robinhood's planned entry into the RIA custody market.
“One thing that I’m really excited about is the largest wealth management platforms in the US getting comfortable with their advisors and clients accessing Bitcoin and Ethereum ETFs for the first time,” Stoddard, head of wealth management platforms and due diligence, told InvestmentNews at Future Proof Festival.
The co-founding, husband-and-wife team of F2 Strategy explain how a need for industry expertise in wealth management consulting hatched their plan.
Hashdex's Bruno Caratori and Gerry O’Shea are betting that trust — not speculation — will define the next era of crypto investing.
Nine-month electronic trading freeze and share lending program at the center of dismissed claim.
Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
With a smaller group of companies driving stock market performance, advisors must work more intentionally to manage concentration risks within client portfolios.
Professional athletes are often targets of scam artists and are particularly vulnerable to fraud.
The brokerage giant tells Wall Street it will use artificial intelligence to reach clients it has never been able to serve — and turn the technology's perceived threat into a competitive edge.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
