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Simplify s Harley Bassman at Future Proof conference

Simplify s Harley Bassman at Future Proof conference
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Tobias salingerHarley bassmanFinancial planningProof festivalNew york basedAsset managementConvexity mavenCorrespondent tobias salinger

FP Alpha s Andrew Altfest on AI at Future Proof

New technology can speed up advanced planning procedures that used to require hours of manual data entry, according to the advisor and technology entrepreneur.

Andrew altfestTobias salingerFinancial planningProof festivalAltfest personal wealth managementCorrespondent tobias salingerPractice and client managementEstate planning

Gabe Rissman of YourStake on ESG at Future Proof

The fintech firm providing ESG data technology gives financial advisors more openings to ask customers about their values and implement them in portfolios.

Tobias salingerGabe rissmanFinancial planningProof festivalCorrespondent tobias salingerPractice and client managementGrowth strategies

21 co CEO Hany Rashwan on crypto at Future Proof

He spoke at Future Proof just after his company, the largest issuer of exchange-traded products tied to digital assets, received a valuation of $2 billion.

City ofUnited kingdomMarshall waceCathie woodHany rashwanTobias salingerFinancial planningProof festivalCorrespondent tobias salingerInvestment strategies

Abby Salameh of CAIS on growing alternative investments

The industry veteran explained at Future Proof why more financial advisors and their clients are looking outside traditional markets.

Abby salamehTobias salingerInvestment analyst associationFinancial planningProof festivalCorrespondent tobias salingerNew york basedChartered alternative investment analystInvestment strategiesPortfolio managementAlternative investments

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