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Future Proof Still Flips The Script on RIA Conferences

Future Proof Still Flips The Script on RIA Conferences

by Mark Grandstaff | Oct 1, 2024 | Conferences & Events, Financial Services, RIAs

For the past few years, the Future Proof Festival has ditched the traditional trappings of the RIA conference in favor of a sunny California boardwalk. This year’s event drew more than 4,700 attendees and marks a deliberate shift toward a more relaxed, engaging, and...
Lessons from DeVoe Experts On M&A Marketing

Lessons from DeVoe Experts On M&A Marketing

by frogdog tech | Sep 27, 2024 | Conferences & Events, Media Relations, Public Relations, RIAs, Social/Digital Marketing

First-time buyers at the M&A deal table surged 10-15% over the past three years, according to David DeVoe, Founder and CEO of DeVoe & Company. At the 2024 M&A+ Succession Summit in San Francisco, he revealed that while the top 10 acquirers once dominated...
FinovateFall ’24 Reveals State of Play for Finance AI, RegTech

FinovateFall ’24 Reveals State of Play for Finance AI, RegTech

by frogdog tech | Sep 26, 2024 | AI, Conferences & Events, Financial Services, FinTech

The topic of artificial intelligence in financial services has infiltrated industry conferences in the way that cryptocurrency and blockchain did a few years back. While many pundits once believed something like blockchain could solve for everything, AI and machine...
What the New AI Era Means for Marketing, Healthcare, Cybersecurity, and More

What the New AI Era Means for Marketing, Healthcare, Cybersecurity, and More

by Josh Lusk | Sep 23, 2024 | AI, Conferences & Events

AI is rewriting the rules in just about every industry. Nowhere was this more apparent than at Ai4 in Las Vegas, where Greg Matusky, host of The Disruption Is Now Podcast, talked to some of the entrepreneurs, researchers, and other experts to ask them what’s happening...
What the New AI Era Means for Marketing, Healthcare, Cybersecurity, and More

What the New AI Era Means for Marketing, Healthcare, Cybersecurity, and More

by Josh Lusk | Sep 23, 2024 | AI, Conferences & Events

AI is rewriting the rules in just about every industry. Nowhere was this more apparent than at Ai4 in Las Vegas, where Greg Matusky, host of The Disruption Is Now Podcast, talked to some of the entrepreneurs, researchers, and other experts to ask them what’s happening...
CAAFP: Vigilant financial advisors counter AI biases to close the wealth gap

CAAFP: Vigilant financial advisors counter AI biases to close the wealth gap

by frogdog tech | Sep 18, 2024 | AI, Conferences & Events, RIAs

Tech alone won’t help financial advisors close the wealth gap – not without addressing the bias that lurks in the tools advisors use. That was the message at this year’s Conference of African American Financial Professionals in Atlanta. Speakers like Raphael...
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