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 automated investment service is the latest offering from the U.K. challenger bank as it works to break into non-European markets.
June 29 -
New research explores the potential for generative AI to serve as a strong support system for wealth management clients.
June 28 -
Plus, eMoney gets a new cash management option, Docupace gets a new CFO and the former Skience president starts a new fintech firm.
June 28 -
Called "Ester," new AI and machine learning can automate tedious tasks traditionally handled by financial analysts and in-house paralegals.
June 27 -
Plus, the Future Proof demo drop returns, Shaping Wealth extends its behavioral finance access, and Broadridge lands a machine learning patent.
June 23 -
A new study finds nearly one-third of Generation Z and young millennials check portfolio balances daily, but clients of all ages are logging on more often.
June 22 -
The company's latest rollout furthers its onboarding focus at a time when transitioning legacy assets is crucial.
June 21 -
The co-author of the Robo Report explains why digital DIY options really shine when human advisors are part of the equation.
June 21 -
Plus, F2 Strategy makes an acquisition, iCapital has a new alts marketplace and OneVest follows funding raise with a move south.
June 16 -
For one expert, getting your piece of the $73 trillion wealth transfer pie will require a sound plan and a new attitude.
June 15 -
As financial professionals seek more ways to connect with their colleagues online, experts say the benefits of doing so are plentiful.
June 9 -
Hearsay's sixth annual Social Selling Content Study says original content, financial education and news are the posts that are making an impact in 2023.
June 8 -
Plus, ChatGPT managed portfolios and Smarsh gets a new CTO.
June 7 -
The featured INVEST 2023 speaker breaks down the science behind our saving struggles and details the important role advisors play in bridging the gap with the next generation.
June 7 -
Plus, SMArtX and TradePMR team up; and Apex says Gen Z still loves crypto
May 31 -
The consulting firm published a pair of reports that aim to bring understanding to the "noisy, highly regulated, random and unpredictable" vendor market.
May 30 -
How tech-enabled advisory firm Farther plans to put sprinkles on a 'vanilla ice cream' RIA landscape Armed with a digital native model, proprietary technology and some recently secured instructional knowledge, the San Francisco firm is looking to shake things out.
May 25 -
Plus, tru Independence launches a new wealthtech platform, findings from Nitrogen's inaugural advisor growth survey and Invesco comes to the Private Advisor Group platform.
May 25 -
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As Orion approaches its 25th anniversary, the leader of the RIA technology giant says it's time for a change.
May 23
