This week, some of the most influential minds in fintech spent a few days in Huntington Beach, California, talking about the future.
The dust is settling on Future Proof 2022 and my body is still reacclimating to eastern time, but Financial Planning's coverage of the world's first "wealth management festival" rolls on.
Go deep into some of the conversations that happened, including ones between CogniCor CEO Sindhu Joseph and FP Alpha founder Andrew Altfest on the symbiotic relationship that should be forged between advisors and their tech; and Invent CEO Oleg Tishkevich chatting with Milemarker co-founder Jud Mackrill about how wealth managers can take their stack from absolute nightmares to works of art.
In addition to panel recaps, we've got beachside video interviews with fintech newsmakers like new Orion Advisor Tech President and former Redtail CEO Brian McLaughlin; Docupace CEO David Knoch; Snappy Kraken CEO Robert Sofia and many more on the way.
The big takeaway from Future Proof? The industry has the tools to make the lives of advisors and their clients simpler. The challenge lies in not overcomplicating the pursuit of a more modern practice.
Anything else on your mind? Drop me a line at [email protected]. Have a great rest of the week!
Regards,
Justin | | Justin Mack
Reporter, Financial Planning
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| | | | | | | | | | | | | | | RESOURCES | | | WEB SEMINAR | | Wednesday, September 21, 2022 12:30 PM EDT | In an event led by two respected RIA thought leaders, FP recognizes a half dozen people whose talent and accomplishments have them poised to advance the planning profession. What are the key factors shaping the industry's future? Learn More → | | | WHITEPAPER | | | Over the last year, 37% of customers switched their wealth management provider for an easier, more intuitive experience. Learn more about why they switched, and discover other industry trends. Download Now → | SPONSOR CONTENT FROM Salesforce | | | WHITEPAPER | | Wednesday, September 7, 2022 12:00 PM EDT | The democratization of corporate governance, ESG initiatives and other insights from Broadridge CEO Tim Gokey. Download Now → | | | WHITEPAPER | | | Direct indexing can set you apart from the crowd. Learn how! Download Now → | SPONSOR CONTENT FROM Orion Advisor Tech | More resources → |
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