Introducing the AI Playground at Future Proof Citywide 2026
Firms are at very different points in their AI journey. Some are already building, others are cautiously experimenting, and many have not started at all. But the reality is the same for everyone: AI is reshaping the industry faster than anyone expected, and leaders are trying to figure out what truly matters. This is why we created the AI Playground at Future Proof Citywide, March 8–11, 2026 in Miami Beach. It is a place for every firm, at every stage, to get hands-on with what AI can do right now.
Why Firms Are Exploring AI Committees – And Why Now Is the Time to Educate Your Teams at Future Proof Citywide 2026
Most firms in wealth and investment management are still exploring AI in isolation, but many are now forming steering committees to guide its use across their organizations. Future Proof Citywide, March 8–11, 2026 in Miami Beach, is designed to help these teams learn together, compare strategies, and build clearer roadmaps for adopting AI.
3 Questions Wealth and Asset Management Leaders Are Asking Themselves About Data and AI Readiness
For years, conversations about technology in finance revolved around tools and tech stacks. Today, the themes emerging from those same conversations begin and end with data. Here are three questions that are emerging, questions that reflect how firms are strengthening their foundations, refining their processes, and investing in education as they navigate this new chapter together.
The AI Integration Playbook: 5 Lessons from Mercer Advisors’ Technology and Digital Team
The wealth management industry is at a crossroads. Firms are under pressure to modernize, integrate AI, and operate with the efficiency of technology companies. Among the firms tackling that challenge head-on is Mercer Advisors. Here’s five lessons of Mercer’s AI Integration Playbook.
5 Lessons on AI in Wealth Management from My Conversation with Jason Pereira
There’s no shortage of opinions about AI, but every so often, someone frames the change in a way that makes you think deeper. That’s what happened in a recent discussion with Jason Pereira. To Jason, AI is a test of how quickly people can evolve. Here are five lessons that stood out from the conversation.
AI That Fits the Firm: Inside the Partnership Between Impruve and Magnus Financial
While most of the industry is chasing the next flashy AI feature, a smaller group of innovators is taking a different path, going deep instead of wide.
Rethinking Growth and Culture in the AI Era: A Conversation with Merit Financial Advisors
Merit Financial Advisors is using AI to transform growth, culture, and client experience, showcasing how forward-thinking firms are redefining leadership in the AI era. A preview of what’s to come at Future Proof Citywide 2026.
Rewiring Wealth Management: A Conversation with Gopal Subramanian on Practical AI
Future Proof CEO Matt Middleton shares insights from a conversation with Gopal Subramanian, Chief Data & AI Officer at Focus Financial Partners, on how one of the industry’s largest wealth networks is approaching AI.
Registration is Now Live for the Future Proof Leaders Retreat
The Future Proof Leaders Retreat is where top wealth management executives come to navigate rapid growth and change. Designed exclusively for leaders scaling multi-advisor enterprises, this one-of-a-kind event combines peer-driven learning, actionable insights, and impactful connections to help you overcome challenges in expanding teams, operations, and product offerings.
Listen to Your Audience But Trust Your Gut
Yesterday, we proudly announced that the latest Future Proof Festival achieved a remarkable Net Promoter Score (NPS) of 71, based on feedback from thousands of attendees.