Future Proof Connect 2026
Date
November 18-19, 2026
Time
All Day
Venue
Virtual
Location
Virtual
Future Proof Connect 2026
November 18-19, 2026 · Virtual
Connect is the online entry in the Future Proof series, sitting between the beachside Festival in September and Citywide in the spring. Being virtual and free of travel cost changes the audience substantially: firms send teams rather than partners, and the sessions skew toward content that people intend to act on rather than headline conversations.
Who attends
Advisors, RIA leaders, operations and technology staff, asset managers and fintech teams — a broader and more junior mix than the in-person Future Proof events, by design.
What's on the agenda
AI and technology adoption in advisory firms
Practice growth and marketing
Investment strategy and market outlook
Operations and the firm technology stack
Why the operations sessions draw the biggest virtual audience
The people who actually run a firm's systems rarely get a conference budget. When the format removes that barrier, the sessions they choose are consistently the practical ones — how to stop reconciling data by hand, how to get a custodian feed into the CRM, how to produce a report without three exports. That is a useful signal about where the real pain sits.
Milemarker is the data infrastructure layer for wealth management, unifying data across 130+ systems on vendor-agnostic, AI-ready architecture.


