Justin L. Mack was the wealthtech reporter for Financial Planning, as well as the host and lead editorial producer of the
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The technology startup continues to make U.S. inroads with its goal of enabling advisors to better deliver customized financial advice.
March 15 -
The fintech CEO says advisors can build better trust and stronger client relationships simply by being better at listening.
March 12 -
In this flashback to Future Proof, Practice Intel CEO Tom Rieman stops by the Financial Planning booth to talk about his new fintech platform for advisors.
February 29 -
Catherine Williams and Daron K. Roberts spoke with Financial Planning about building leadership skills and making time for self care.
February 21 -
The advisor, known for his work with pro athletes, on changing mindsets and making new opportunities.
February 15 -
The CEO of Myriad Advisor Solutions came to Future Proof to talk tech and make business connections — seeing a flash mob formation was just a bonus.
February 8 -
The co-founder of an internship program pairs aspiring financial planners and career changers with financial firms looking to widen their talent pools.
January 31 -
Arming advisors for the future — one in which humans and machines get along just fine — was on the minds of the two Orion execs.
January 22 -
In sunny Huntington Beach, California, Advyzon CRO John Mackowiak spoke about the industry's direction — and what he liked best about the oceanside festival.
January 19 -
Meeting the needs of forward-thinking advisors is what the man known as "Mr. Purple" says his firm's platform is all about.
January 3
