Future-Proofing Wealth Management
Update: 2025-09-08
Description
The wealth management industry finds itself facing a cascading wave of wealth transfer, A.I. disruption, and a never-ending conveyor belt of product choices. That’s why thousands of them flock to the Future Proof Wealth Festival in Huntington Beach, California every September where they learn how to fortify their practices, learn from each other and find ways to survive and thrive in an increasingly challenging industry. The Express rolls in on the boardwalk, and Dave Nadig, the ETF Wizard and president of ETF.com, drops in for wave check.
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