Justin L. Mack

The technology startup continues to make U.S. inroads with its goal of enabling advisors to better deliver customized financial advice.

The fintech CEO says advisors can build better trust and stronger client relationships simply by being better at listening.

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.

Catherine Williams and Daron K. Roberts spoke with Financial Planning about building leadership skills and making time for self care.

The advisor, known for his work with pro athletes, on changing mindsets and making new opportunities.

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.

The co-founder of an internship program pairs aspiring financial planners and career changers with financial firms looking to widen their talent pools.

Arming advisors for the future — one in which humans and machines get along just fine — was on the minds of the two Orion execs.

In sunny Huntington Beach, California, Advyzon CRO John Mackowiak spoke about the industry's direction — and what he liked best about the oceanside festival.

Meeting the needs of forward-thinking advisors is what the man known as "Mr. Purple" says his firm's platform is all about.

In addition to talking Allspring's modern custom SMA and direct index platform, the industry veteran was happy to see everyone come together under the sun.

The dynamic duo hit the beach at Future Proof 2023 to represent Wealth.com and let advisors know that estate planning doesn't have to be so hard.

The RIA custody landscape isn't what it used to be. And Tony Stich, chief revenue officer at Entrustody, says that is great news for advisors.

The wealth management industry continues efforts to confront long- standing diversity issues. But those putting in the work know there is a long way to go.

As wealth managers prepare for the new year, here are the kinds of solutions that are poised to run the table over the next 12 months.

A new study from Envestnet looks at how end-to-end platforms, holistic advice and AI are moving the industry forward.

Because advisors can't easily see, manage or bill on what sits outside a client's portfolio, it often goes ignored.

The T3 producer knows a thing or two about putting together a quality wealth management conference. Here's what stood out to him about Future Proof 2023.

The founder and CEO of Ezra Group says having a California beach as your conference backdrop has the power to spark some truly interesting conversations.

In the first edition of a new wealthtech series from Financial Planning, FP Alpha CEO Andrew Altfest talks about the magic number of solutions an advisor should rely on while showing us his stack.