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.
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
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
