Bloomberg Businessweek Weekend: Futureproof Festival Highlights & Market Insights
Bloomberg PodcastsSeptember 12, 20251h 18min1,053 views
46 connections·40 entities in this video→Futureproof Festival: A New Era for Wealth Management
- 🚀 The Futureproof Festival in Huntington Beach brought together over 5,000 attendees from the wealth management ecosystem, representing an anticipated $20 trillion in assets under management.
- 💡 The event signifies a mindset and generational shift in the industry, moving away from conformity towards a more inclusive and connected environment.
- 🤝 A unique aspect of the festival was allowing attendees to bring partners, fostering a family-oriented atmosphere and aiming to change the industry's optics.
- 🎯 The festival utilizes proprietary event technology to facilitate meaningful connections and pre-scheduled meetings, ensuring a focused experience for attendees.
Betterment's Evolution and AI's Impact
- 💡 Betterment, a 15-year-old company with a million customers and $63 billion in AUM, is evolving beyond its
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40 entities
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Transcript293 segments
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What’s Discussed
Futureproof FestivalWealth ManagementFinancial AdvisersAsset ManagementRobo AdvisorsFederal ReserveInterest RatesArtificial IntelligenceAIPrivate CreditRetirement PlanningETFsBlackRockJP MorganAppleDan IvesWorldcoinSam Altman
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