Name: Cambrian Fintech Live: How Tech is Changing Wealth Management @FutureProof_HQ
Uploaded: 2025-11-04T01:29:31-0400
Duration: 8 min 17 s
Description: Join Rex Salisbury for a live recording of Cambrian Fintech, featuring Altruist Founder & CEO Jason Wenk. They’ll talk about how AI, automation, and new custody models are transforming wealth management and reshaping firm economics. You’ll walk away knowing exactly what’s ahead and how to position your firm to benefit.

Fireside Chat: Rethinking Growth Through Strategic Partnerships @FutureProof_HQ

Uploaded May 2025 | Updated September 2026, 2 weeks ago

Paul Saganey, Founder and CEO of Integrated Partners, built a $22 billion firm by partnering with over 200 CPAs and tax advisors to drive growth. In this fireside chat, he’ll break down how strategic alliances can expand your business, create new revenue streams, and deliver stronger client outcomes.

Fireside Chat: Rethinking Growth Through Strategic Partnerships

The AI-Empowered Advisor: What Changes When Insights Scale

Masters in Business Podcast: An Interview w/ Joe Lonsdale

Bitcoin and Beyond: Navigating the Digital Asset Revolution with Michael Saylor

The State of Investment Management: Where We’re Headed Next

The Evolving GP-LP Relationship: From Limited to True Partnership

Building Elite Advisory Firms: Strategies for High Performance

Personalization at Scale: How to Make It Work

Expanding Private Markets: How RIAs Can Serve HNW & UHNW Clients

Designing Equity Distribution & Incentive Plans for RIA Growth

Cambrian Fintech Live: How Tech is Changing Wealth Management