Ever wondered what it would look like if fintech CEOs and future-focused advisors were to gather on a beach to watch a hip hop icon perform while surrounded by seemingly endless free food and alcohol?
Thankfully, Future Proof 2022 answered that question for us. And what followed was, well, charmingly awkward. Check out a full breakdown of the California culture clash here, including a few embarrassing clips of myself and Financial Planning Chief Correspondent Tobias Salinger in action at the world's first wealth management festival..
Before and after rap legend Big Boi rocked the beach, fintech newsmakers spent the past week talking about what's new and relevant to advisors. Get caught up with the latest on F2 Strategy's new executives-in-residence program, a fresh AI offering from Truist and another big backer for Lumiant.
And speaking of Lumiant, the Australian-based fintech's U.S. CEO Blake Wood stopped by for an at-times emotional episode of the Financial Planning podcast in which he explained how the death of the father who motivated him to get into financial services — and the impact that passing had on Wood's mother — drove him to join the startup after 17 years with Envestnet.
Anything else on your mind? Drop me a line at justin.mack@arizent.com. Have a great rest of the week!
Regards,
Justin | | Justin Mack
Reporter, Financial Planning
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| By Justin L. Mack | Wood said he saw firsthand how a lack of advisor engagement affected his mother after his father's recent passing. Lumiant aims to fix that problem. Read story → |
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| | | By Justin L. Mack 5 min read | Financial Planning's Justin L. Mack recaps a memorable night at the beach sandwiched between rap icons and fintech solutions providers. Read story → |
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| | | By Lynnley Browning 11 min read | Three specialists, including Prof. Meir Statman, a leading scholar, take a deep dive into the field's applicability to financial advisors. Read story → |
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| | | By Nathan Place 4 min read | Today's consumers expect a user-friendly experience from almost every app or website. But there's one area where they're not getting it: retirement. Read story → |
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| Join us for a discussion about how to identify data-driven strategies to drive profitable growth. Learn more → |
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| | | By Justin L. Mack | Plus, a new residency program from F2 Strategy and Truist expands its AI offerings. Read story → |
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| | Follow Financial Planning in real time. More ways to get the most trusted industry news and analysis. |
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| | | | | | | | | | | | | | | RESOURCES | | | WEB SEMINAR | | Thursday, September 22, 2022 2:00 PM EDT | The September Federal Open Market Committee meeting may provide a turning point in monetary policy. Brendan Murphy, head of global fixed income, North America, at Insight Investment will offer his thoughts about the meeting and what to expect going forward. Learn More → | | | WEB SEMINAR | | Wednesday, September 7, 2022 12:00 PM EDT | The democratization of corporate governance, ESG initiatives and other insights from Broadridge CEO Tim Gokey. Learn More → | | | WHITEPAPER | | | Direct indexing can set you apart from the crowd. Learn how! Download Now → | SPONSOR CONTENT FROM Orion Advisor Tech | | | WEB SEMINAR | | Tuesday, October 18, 2022 12:30 PM EDT | FPA 2022 President-Elect James Lee explains how the organization plans to pursue protection for a title that some advisors say is misused in the industry. Learn More → | More resources → |
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