Future-proof

Future Proof Announces Biggest Event Concept Yet – Future Proof Citywide, Taking Over Miami Beach in March 2025

Retrieved on: 
Mercoledì, Aprile 24, 2024
Media, Professional Services, Business, Fintech, Start-Up, Technology, Asset Management, Data Analytics, Communications, Finance, Other Technology, Consulting, Lummus Park, SXSW, Future-proof, Breakthru, City, Cryptocurrency

Future Proof, the award-winning B2B events company behind Future Proof Festival and Future Proof Retreat, today announced its most ambitious event venture yet -- Future Proof Citywide , taking place March 16-19, 2025, in Miami Beach.

Key Points: 
  • Future Proof, the award-winning B2B events company behind Future Proof Festival and Future Proof Retreat, today announced its most ambitious event venture yet -- Future Proof Citywide , taking place March 16-19, 2025, in Miami Beach.
  • Future Proof Citywide will occupy more than 25 hotels and take over a significant stretch of Miami's iconic South Beach, creating the largest physical footprint of any investment management event.
  • "We reinvented what wealth management conferences could be when we launched the Future Proof Festival in Huntington Beach in 2022.
  • Now, we are going to do the same for the investment management space,” said Matt Middleton , Co-Founder & CEO of Future Proof.

Advisor Circle Changes Corporate Name to “Future Proof”

Retrieved on: 
Lunedì, Aprile 22, 2024
Social Media, Other Communications, Public Relations, Investor Relations, Asset Management, Marketing, Communications, Professional Services, Fintech, Circle, Future-proof, Breakthru

Advisor Circle, the tech-enabled B2B financial media and events company behind the Future Proof Festival, Future Proof Retreat, and the finance industry's leading meetings and networking programs known as Breakthru, announced today that it will change its corporate name from "Advisor Circle" to "Future Proof."

Key Points: 
  • Advisor Circle, the tech-enabled B2B financial media and events company behind the Future Proof Festival, Future Proof Retreat, and the finance industry's leading meetings and networking programs known as Breakthru, announced today that it will change its corporate name from "Advisor Circle" to "Future Proof."
  • Information about the parent company is now accessible at www.FutureProofHQ.com .
  • This website also serves as the central portal for the firm's leading portfolio of events and experiences.
  • There are no changes to the ownership structure or strategy as part of the renaming process.

Ritholtz Wealth Management Expands National Presence with Opening of New Los Angeles Office

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Lunedì, Aprile 22, 2024
Asset Management, Professional Services, Finance, Education, University, Personality, Union Bank, Learning, Future-proof, Insurance, UBS, Colorado State University, Growth, RIA, Toyota Financial Services, Environment, Culture, RWM, Compound, CNBC, Katzen, MBA, Bloomberg Television, Animal spirits, Knowledge, Reno 1868 FC, Cryptocurrency

Ritholtz Wealth Management (RWM), a national RIA overseeing more than $4 billion in assets for high-net-worth clients and institutions, today announced the opening of a new office in the Manhattan Beach neighborhood of Los Angeles, California.

Key Points: 
  • Ritholtz Wealth Management (RWM), a national RIA overseeing more than $4 billion in assets for high-net-worth clients and institutions, today announced the opening of a new office in the Manhattan Beach neighborhood of Los Angeles, California.
  • Building upon the recent opening of the firm’s Charlotte, North Carolina office, this latest expansion underscores the appeal of RWM’s sophisticated yet straightforward approach to financial planning and asset management.
  • Leading RWM’s new Los Angeles office is senior advisor Michelle Katzen , CFP®, CDFA®, who brings 15 years of financial services experience.
  • With over a decade spent serving clients, her background also includes stints at Toyota Financial Services, Union Bank and UBS.

Advisor Circle & Ritholtz Wealth Unveil Future Proof Retreat: A Modern Wealth Management Retreat Building a New Era of Networking

Retrieved on: 
Mercoledì, Novembre 1, 2023
Professional Services, Technology, Finance, Software, Fintech, Asset Management, Operational technology, Learning, Growth, Future-proof, Breakthru, CO, Circle, CMOS, Future, Tourism, Cryptocurrency

Advisor Circle and Ritholtz Wealth Management are once again shaking things up in the wealth management events space.

Key Points: 
  • Advisor Circle and Ritholtz Wealth Management are once again shaking things up in the wealth management events space.
  • “If you're a senior advisor or wealth management executive, the Future Proof Retreat is your go-to Q1 event for learning, networking, and growing your business,” said Matt Middleton, CEO of Advisor Circle.
  • “It's fun, interactive, and captures the future-oriented vibe of the Future Proof brand.”
    The Future Proof Retreat will feature an enhanced version of Future Proof’s tech-enabled networking program, Breakthru .
  • Breakthru was initially introduced at the 2023 Future Proof Festival and rapidly became the largest meetings program in wealth management.

Orion Previews AI-Powered Portfolio Comparison Tool at Future Proof

Retrieved on: 
Martedì, Settembre 12, 2023
Professional Services, Technology, Finance, Fintech, Asset Management, Artificial Intelligence, Eclipse, Communication, Research, Risk, Bank, FAQ, Access, Community, Future-proof, Artificial intelligence, AI, Orion (system-on-a-chip), Financial adviser

With Orion’s new Portfolio Comparison tool, tasks that once demanded multiple advisory firm staff across various platforms are now consolidated into an advisor's integrated dashboard.

Key Points: 
  • With Orion’s new Portfolio Comparison tool, tasks that once demanded multiple advisory firm staff across various platforms are now consolidated into an advisor's integrated dashboard.
  • Orion’s groundbreaking Portfolio Comparison tool revolutionizes this process, offering unparalleled functionality and speed:
    Scenario Visualizations: Advisors can more clearly demonstrate the potential effects of portfolio decisions, including risk factors, tax implications, and allocation changes.
  • I couldn’t be prouder to announce the Portfolio Comparison tool at Future Proof, where the best minds in the business are gathered to build the future of wealth management.”
    By combining portfolio accounting valuation and cost basis information with powerful analytic capabilities from Orion Risk Intelligence, advisors can effortlessly navigate “what if” conversations and decision-making.
  • Starting in November, Orion’s Portfolio Comparison tool will be accessible to selected advisor beta groups.

Morningstar Brings the Evolving Investor to Future Proof

Retrieved on: 
Lunedì, Settembre 11, 2023
Intelligence, Intelligence engine, API, Morningstar, Inc., Booth, Research, Pulse, Human voice, Future, Real estate investment trust, AUM, Editorial, Investment, Future-proof, Security (finance), Ecosystem, Performance, AI, Conference, Behavior, Customer service, Financial adviser, Sales, Adviser

CHICAGO, Sept. 11, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, joins Future Proof, the world's largest wealth festival, Sept. 10-13, 2023 in Huntington Beach, Calif. with new market research and product developments that center around the Evolving Investor. The Morningstar Booth is #300, located at the south-central section of the boardwalk.

Key Points: 
  • "We look forward to connecting with advisors and financial professionals alike this week at Future Proof to share our independent research and insights to empower investor success."
  • Morningstar is offering Enterprise Analytics demonstrations at the Morningstar Booth #300 this week at Future Proof.
  • The avatar version of Mo will also be on display all week at Future Proof at Morningstar Booth #300.
  • Learn more about Morningstar's presence at Future Proof and Evolving Investor activations at Booth #300 at the south-central part of the Huntington Beach boardwalk.

Future Proof Unveils Cutting-Edge Lineup of Fintech Demo Drop Finalists

Retrieved on: 
Mercoledì, Luglio 19, 2023
Professional Services, Technology, Other Technology, Software, Finance, Fintech, Artificial Intelligence, Breakthru, Software as a service, Investment, Wove paper, Intelligence, Pershing, Creativity, Thought, Tamaulipas, Future-proof, RIAS, Imagination, Cryptocurrency, Financial adviser

Future Proof Festival , the largest wealth festival in the world and the most anticipated event in finance, today announced an elite group of finalists for the second annual Future Proof Fintech Demo Drop .

Key Points: 
  • Future Proof Festival , the largest wealth festival in the world and the most anticipated event in finance, today announced an elite group of finalists for the second annual Future Proof Fintech Demo Drop .
  • The Fintech Demo Drop is scheduled to be held live during the Future Proof Festival in Huntington Beach, CA, from September 10-13, 2023.
  • Future Proof’s Fintech Demo Drop presenters were hand-picked by an independent committee of industry experts, with each applicant assessed on creativity, outside-the-box thinking and the ability to create a real impact for the industry as a whole.
  • “We couldn't be more excited to highlight these seven innovative fintech companies at this year's Future Proof Festival,” said Matt Middleton , CEO of Advisor Circle .

DM Radio Hosts Sean Brehm Discussing crwdunits

Retrieved on: 
Martedì, Luglio 11, 2023
Cloud, Atmosphere, Synthetic media, Vogon, Silver, Internet, Future-proof, Growth, AI, Brehm, Radio, Cryptocurrency, Security (finance)

AUSTIN, Texas, July 11, 2023 /PRNewswire/ -- DM Radio, the world's longest-running show about data, just announced a new episode featuring Sean Brehm, Chairman & CEO of Crowdpoint Technologies, in which he delves into the world of Authentic Intelligence on his company's Vogon Cloud. 

Key Points: 
  • AUSTIN, Texas, July 11, 2023 /PRNewswire/ -- DM Radio, the world's longest-running show about data, just announced a new episode featuring Sean Brehm, Chairman & CEO of Crowdpoint Technologies, in which he delves into the world of Authentic Intelligence on his company's Vogon Cloud.
  • Brehm announced that crwdunits, a groundbreaking security used to purchase Vogon Cloud credits, has just been backed by $10 million in silver.
  • The silver collateral plays a crucial role in stabilizing the value of crwdunits, providing a solid foundation for potential growth over time.
  • DM Radio Host Eric Kavanagh, CEO of The Bloor Group, noted the sharp contrast between Crowdpoint's approach and the currently popular Generative AI technologies.

Future Proof Fintech Demo Drop Opens Call for Applications

Retrieved on: 
Mercoledì, Giugno 21, 2023
Fintech, Professional Services, Business, Finance, Future-proof, Creativity, Thought, Future, Travel, Cryptocurrency

Applications to become one of the seven fintech providers featured at Future Proof will be accepted now through July 7th.

Key Points: 
  • Applications to become one of the seven fintech providers featured at Future Proof will be accepted now through July 7th.
  • Any company building fintech tools and products is invited to apply; Future Proof is aiming to feature the wide gamut of fintech in this showcase.
  • "Future Proof Festival is all about what's next in finance, and the Fintech Demo Drop is where the magic happens.
  • There is no cost to apply and to demo your fintech at Future Proof, aside from the associated costs of travel, accommodation, and other necessary festival expenses.

Future Proof Shakes Up Wealth Industry with 2023 Event Experience: Over 30 Special Events, Unrivaled Speakers, and the Industry’s Largest Meetings Program Facilitating 10,000+ 1-to-1 Meetings

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Martedì, Giugno 13, 2023
Professional Services, Business, Finance, Easy Star All-Stars, Paul Ecke Ranch, Music, AQR Capital, DJ, Life, BlackRock, Hyatt Regency London – The Churchill, Future, Heart, University, Method Man & Redman, Dimensional Fund Advisors, Vanguard, Athlete, M&A, EToro, The New York Times, Compound, Growth, CIO, Entrepreneurship, Master of Business Administration, Master, Breakthru, Animal spirits, The Waterfront Beach Resort, The Carlyle Group, Wharton School of the University of Pennsylvania, Fintech, Collaborative Fund, LIVE, Calendar, Hotel, KKR, City, Investment strategy, Future-proof, AI, DJ Skee, SoFi, Ben Carlson, Capital Group Companies, Tourism, Cryptocurrency, Nightclub, Friends, Betterment, Envestnet, Bloomberg

Co-creators Advisor Circle and Ritholtz Wealth Management have enhanced every aspect of the event from its inaugural edition in 2022.

Key Points: 
  • Co-creators Advisor Circle and Ritholtz Wealth Management have enhanced every aspect of the event from its inaugural edition in 2022.
  • In addition to 100+ C-level speakers, Future Proof is once again bringing the world's most popular podcasts to appear LIVE at the event.
  • “We broke the mold for financial conferences in 2022, launching Future Proof as the first outdoor wealth festival.
  • “There’s something about the outdoor, beachfront setting that makes Future Proof different,” said Josh Brown , CEO of Ritholtz Wealth.