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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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 -
With Microsoft Azure OpenAI underpinnings, access to Morningstar investment research and a business casual company sweater, Mo is here to provide summarized, conversational insights to advisors.
May 19 -
Plus, Advyzon and TradePMR expand their partnership, Mediant celebrates its first release since acquisition and Orion's executive board gets a new chair.
May 18 -
One of the original wealth management disruptors has grown into a household name for scores of advisors. But the director of Betterment for Advisors says his team remains dedicated to shaking things up.
May 17 -
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Plus, Vestwell partners with JPMorgan, and TIFIN Wealth provides free access to NAPFA-aligned advisors
May 12 -
Hip-hop icons and industry thought leaders will once again collide in California during the West Coast wealth management festival.
May 10 -
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Riskalyze CEO Aaron Klein said rebranding the firm he co-founded in 2011 was like renaming a child, but necessary to reflect what the organization has become.
May 9 -
The company that provides services to 106,000 advisors posted financial results that signal strong advisor performance despite dropping revenue.
May 8 -
The California TAMP's new producing advisors are hitting levels not seen since early 2022.
May 4
