Start stacking sunscreen and booking surf lessons now. Because at the end of this summer, the wealth management industry is heading back to the beach. Registrations for the second Future Proof Festival in California are open. And as someone who had the chance to work (and play) on Huntington Beach during last year's event, trust me when I say it's a see-it-to-believe-it kind of jam. Financial advisors, fintech leaders, NBA all-stars, World Series champions and hip-hop icons all showing up for the same event? On paper, it doesn't quite add up. But in person, it somehow came together. The 2023 agenda is still vaporware, but the focus seems to be going bigger. According to the Future Proof website, last year's event brought in more than 1,700 people, including 900 advisors. This year, they want 2,000 advisors to be among the more than 3,000 attendees. We'll see how close they get and what music superstars handle the concert duties after Big Boi and Fitz and the Tantrums rocked the stage at Future Proof '22. Also new this week is the news that BMO is joining forces with the Black Professionals in Tech Network to present the organization's first award ceremony. BPTN Founder Lekan Olawoye says the goal is to spotlight leaders from "a racialized community group seldom heard or even celebrated within the tech industry." So if you know anyone Black in wealthtech that fits the bill, now is the time to submit their name for the chance at snagging an award this summer. Check out all the news and more at Financial Planning. 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 | Plus, celebrating Black tech titans and a fresh fintech idea attracts $3.1 million in seed funding Read story → |
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| | By Tobias Salinger | Despite the impact of slumping stocks and reports of job cuts at its parent firm, rising interest rates boosted the giant custodian's business in 2022. Read story → |
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| | By Erik Larson, Bloomberg News 2 min read | The former tech entrepreneur, "Razzlekhan" rapper and accused cryptocurrency thief Heather Morgan has a new job. Read story → |
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| | By Justin L. Mack | Plus, new deposit tools for J.P. Morgan Wealth Management clients, and Robinhood Retirement goes live. Read story → |
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| Start your search sooner rather than later if you want to make a career change in 2023. Read More Here → |
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| | By Justin L. Mack 2 min read | The new Orion Advisor Technology president is ready to innovate and change the game in 2023 Read story → |
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| RESOURCES | | WEB SEMINAR | | Tuesday, January 24, 2023 12:00 PM EST | PIABA president talks about why getting online records erased is easier than many advisors think and why more barriers should be put up. Learn More → | | WEB SEMINAR | | Thursday, January 26, 2023 3:00 PM EST | For business owners, a maze of financial and emotional challenges can stand between their practice and the future. Bluespring president David Canter shows us how to get there. Learn More → | | WEB SEMINAR | | Thursday, February 2, 2023 1:00 PM EST | Learn how to reduce fraud and mitigate risk, while improving overall outcomes of revenue acceleration. Learn More → | SPONSOR CONTENT FROM ABBYY | | WHITEPAPER | | | Gain insights into the performance of your businesses and identify ways to protect it. Learn More! Download Now → | SPONSOR CONTENT FROM Orion - Risk Intelligence | More resources → |
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