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Future Proof bursts onto the RIA event scene by taking over four big hotels and a half-mile of beachfront without the taint of 'pay-to-play' speaker slots

With Matt Middleton and other ex-Informa guys as masterminds and Josh Brown and Barry Ritholtz providing muscle, the confab's aspiration is to be the Envestnet of RIA events.

Author Brooke Southall October 20, 2021 at 2:24 PM
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Matt Middleton: We took this as a multi-year journey. We wanted not to be beholden. We're not going to get steamrollered.


Related Moves

Josh Brown and Barry Ritholtz want rock-star culture and rocketing growth in one RIA so they hired Jay Tini to manage the paradox

The dynamic New York City super-blogger duo now have a $2.8 billion AUM RIA and a 'massive fanbase' to cultivate, but they also foresee a need to rein in and retain

November 22, 2022 at 2:38 AM


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