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.
IRAs now hold nearly twice the assets of 401(k) plans — and most of that money didn't arrive through annual contributions.
A new survey finds that many women prioritize financial security but continue to leave savings in accounts that may not keep pace with inflation.
Roundhill, Bitwise and GraniteShares funds remain on hold while the agency weighs how novel ETFs should be regulated.
"Shares of alternative assets managers have lagged this year as investors grow wary of private-credit exposure."
The fintech platform is touting a new AI-free Planning Observations feature, which draws on IRS tax records to uncover opportunities for advisors.
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
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
