FutureProof 2023 conference insights - Adviser Software

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Insights from FutureProof Festival 2023

Name	Matt Middleton
Company	Advisor Circle
Website	https://futureproof.advisorcircle.com/
Location	Boston, United States

Name	Brad Fey
Company	FP Alpha
Website	https://fpalpha.com
Location	New York, United States

Name	Brad Joudrie
Company	Conquest
Website	www.conquestplanning.com
Location	Toronto, Canada

Name	Dan Harding
Company	WealthPRIME
Website	https://wealthprime.com
Location	United States

Company	Flourish
Website	www.flourish.com
Location	New York, United States

Name	Jennifer Valdez
Company	Intelliflo
Website	www.intelliflo.com
Location	US, UK and AUS

Name	Kathy Crowley
Company	Advisor Engine
Website	www.advisorengine.com
Location	North Carolina, United States

Name	Lee Davidson
Company	Morningstar
Website	www.morningstar.co.uk
Location	Chicago, United States

Name	Rob Koyfman
Company	Koyfin
Website	www.koyfin.com
Location	New York, United States

About The Author

Ian McKenna

Ian founded Financial Technology Research Centre in 1995 nearly two decades before “FinTech” became part of the industry lexicon. A boutique consultancy the firm focuses on how personal finance organisations can communicate more effectively with their customers and help them take better financial decisions. As part of this work the firm work with many of the U.K.’s leading long-term savings institutions, financial advisers and technology providers to identify emerging technologies that can transform customer relationships. More recently the firm has added its own InsureTech and RegTech ventures to help advisers ensure they help consumers find the life insurance and workplace pensions solutions that best meet the needs. In addition to developing a UK view Ian travels extensively to identify similar trends around the world and the lessons that can be learned from other countries.

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