Bloomberg Businessweek Broadcasting Live from the Future Proof Festival
Sep 16, 2024
Matt Middleton, Founder & CEO of the Future Proof Festival, shares insights on creating an innovative environment for financial professionals focused on networking and growth. David Kelly, Chief Global Strategist at JPMorgan Asset Management, discusses why recent economic reports don’t necessitate drastic Federal Reserve changes, emphasizing market resilience. Scott Danner, from Steward Partners, highlights strategies for building elite advisory firms and the significance of succession planning in navigating wealth management.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Investing in Connections: The Future Proof Festival
02:06 • 9min
Navigating Economic Uncertainty
11:00 • 4min
Resilience of the Economy Amid External Shocks
15:04 • 2min
Advocating for Financial Advisory Success
16:58 • 2min
Navigating Wealth: The Future of Financial Advising
18:31 • 12min
Market Momentum and Investment Strategies
30:23 • 4min
Fund Performance and AI Innovations
34:42 • 5min