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.
CFP, CFA and CPA holders could gain accredited investor status as regulators weigh wider private market access for advisory clients
DeepVest, Vanilla and Libretto roll out tools to help financial advisors launch firms, close estate plans and sharpen planning skills
“People aren't effectively using their wealth in retirement,” said David Blanchett of Prudential.
Second-generation NFL ref Shawn Hochuli co-founded IWM Partners in Irvine, California, a wealth management practice with more than $500M in client assets
U.S. seniors lose $28.3 billion annually as a result of financial exploitation, according to a 2023 AARP study.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
