Future-proof

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

Retrieved on: 
Wednesday, November 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: 
Tuesday, September 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: 
Monday, September 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: 
Wednesday, July 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: 
Tuesday, July 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: 
Wednesday, June 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

Retrieved on: 
Tuesday, June 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.

Future Proof Unveils First Wave of Speakers and Musicians, Including 50 C-Level Executives and Grammy-Winning Artists

Retrieved on: 
Wednesday, May 10, 2023
Personal Finance, Music, Technology, Professional Services, Events, Concerts, Entertainment, Asset Management, Software, Artificial Intelligence, Fintech, Finance, Future-proof, Def Squad, Breakthru, AI, Nightclub

More musical acts and speakers will be announced at a later date.

Key Points: 
  • More musical acts and speakers will be announced at a later date.
  • “I said it last year and I’ll say it again – Future Proof Festival is the ultimate gathering for anyone working in wealth management.
  • Breakthru is a new addition that shows Future Proof's dedication to keeping attendees up-to-date in an ever-changing industry.
  • To gain exclusive insights from expert speakers, experience top-tier entertainment and network with technology visionaries and those shaping the future of wealth management, register today .

Choozle Launches New Campaign Manager, Enhances Media Buying for Brands and Agencies

Retrieved on: 
Tuesday, March 14, 2023
Algorithm, Heel, The Trade Desk, Acacia koa, Smart TV, CPM, Machine learning, SSPS, Future-proof, GEOS, Partnership, News, Sales, Video game, Management

DENVER, March 14, 2023 /PRNewswire-PRWeb/ -- Choozle, an omnichannel digital advertising platform and consultative partner to agencies and brands, today announced the launch of its new Campaign Manager. The platform enables brands and agencies to buy more effective media through a series of enhancements that drive more volume and engagement with the same budgets. Additionally, it ensures Choozle product and engineering teams can introduce new features and partnership integrations at an industry leading pace. This news showcases the company's dedication to bringing innovative tools to midmarket advertisers and their agency partners.

Key Points: 
  • The platform enables brands and agencies to buy more effective media through a series of enhancements that drive more volume and engagement with the same budgets.
  • Additionally, it ensures Choozle product and engineering teams can introduce new features and partnership integrations at an industry leading pace.
  • Campaign Manager provides total control for programmatic advertising campaigns across display, video, mobile, Connected TV, and audio through multiple ad networks – all from a single, intuitive interface.
  • Predictive Clearing – Campaign Manager uses machine learning to anticipate auctions where advertisers bid higher than required to win.

Advisor Circle Announces “Breakthru,” A New Event-Tech Meetings Platform Built Exclusively for the Financial Services Industry

Retrieved on: 
Wednesday, February 15, 2023
Software, Finance, Banking, Data Management, Professional Services, Technology, Fintech, Business, Future-proof, ROI, Circle, Cherry, Masterson, RIA, Institutional Investor, Strategic partnership, Head, Citywire, Community, Cryptocurrency, Financial adviser, Online shopping, Breakthru

“In a crowded wealth management events space, Breakthru has transformative potential to create more personalized experiences and deliver real, quantifiable value,” said Matt Middleton , CEO of Advisor Circle.

Key Points: 
  • “In a crowded wealth management events space, Breakthru has transformative potential to create more personalized experiences and deliver real, quantifiable value,” said Matt Middleton , CEO of Advisor Circle.
  • Cherry joins Advisor Circle after seven years as Chief Engagement Officer at JConnelly, a leading financial services communications and marketing firm; Masterson joins from Institutional Investor, where he was Director of Investor Relations.
  • He previously spent six years at financial publishing and information group Citywire, most recently as Head of RIA Channel Development.
  • The organizers have already seen qualified financial advisors sign up to participate in over 850 1-to-1 in-person meetings with other industry participants.