Wednesday, September 13, 2023

2023-09-13 - Future Proof 2023 panel moderator


From Sept. 10 to 13, 2023, the second annual Future Proof Festival was held in Huntington Beach, Calif. In my capacity as Technology Reporter at Wealth Management Magazine, I was honored to be asked to be a moderator of the session, "Case Study: Revolutionary Cash Management for HNW Clients," on Sept. 13, 2023 on the Surf City Stage. Here is the description:

"At the Surf City Stage, Rob Burgess led an informative discussion with Ben Cruikshank, Lindsay Brock, and Brett Orvieto on innovative cash management solutions for high-net-worth clients. The trio discussed a groundbreaking white-label cash solution that promises direct integrations, making it simpler for advisors to earn from held-away cash. Moreover, this approach empowers advisors with a holistic view of a client's financial health, ensuring more tailored and effective strategies for wealth management."

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