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."