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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Plus, Holistiplan comes to Advisor Group and Bento Engine launches a new lead generator and a new tool
May 3 -
As headlines spotlight the disruptive power of artificial intelligence, a pair of experts say that advisors need to double down on being more human than ever.
May 2 -
At EncorEstate Plans, Matt Pistone will lead the tech strategy for fintech that develops estate planning software for financial advisors.
April 26 -
With trillions of dollars just sitting in accounts and earning nothing for clients, the industry veteran said cash presents a significant business opportunity for advisors.
April 26 -
Plus, iCapital launches structured investments via Envestnet, Betterment beefs up client onboarding and Onramp adds Coinbase Prime as trading partner.
April 26 -
Catchlight leaders say their tool can scale individualized engagement and overcome writer's block.
April 25 -
Canadian fintech startup brings crypto education to advisors through Morningstar Advisor Workstation Morningstar Advisor Workstation now provides access to AmiLearn, a digital asset education platform that gives advisors the power to learn at their own pace.
April 24 -
Plus, SmartAsset Acquires DeftSales, Snappy Kraken Announces Collaboration with Morningstar and Skience unveils strategic planning for firms.
April 20 -
The advisor, firm founder and fintech CEO puts acting with a true sense of purpose at the heart of both his life philosophy and his business ethos philosophy. To make the industry better, he encourages fellow advisors to do the same.
April 19 -
After 13 years at the helm, Wise's exit has sparked a search for the fintech provider's next full-time CEO.
April 18 -
Former broker accused of duping friends, classmates and colleagues out of $1M in crypto-fueled fraud A securities expert says the Ponzi-like plot allegedly carried out by a former Deutsche Bank investment banker is a sign that regulators need to provide crypto clarity.
April 17 -
As familiar faces maintain top positions on the list, the annual analysis suggests that digital advice is falling short of what investors want due to lack of client understanding.
April 14 -
Altruist wants to take on Schwab, Fidelity in RIA market after $112 funding round: Wealthtech Weekly Plus, the world's first AI-powered investment assistant, Opto Investments news and BlackRock's fixed income SMAs come to Orion.
April 13 -
Firm leaders say they want SYSTM to become the preferred wealthtech platform for ultrahigh net worth advisors.
April 12 -
The leader of the industry marketing firm talks about what sets top performers apart and how to avoid undermining a client relationship.
April 10 -
No one knows how advisory firms should best leverage budding metaverse technology. And experts say if someone suggests otherwise, their confidence is likely virtual.
April 10 -
This year's conference features sessions centered around improving the client experience, future proofing your business and understanding the regulatory environment.
April 6 -
Plus, Savvy Wealth launches a direct indexing tool, AssetMark adds experience to its roster and Asset-Map teams up with Morningstar.
April 6 -
The second generation financial advisor turned fintech founder wants to help advisors get more personal with their clients.
April 5 -
The fintech leaders said standing out in wealth management is all about finding your firm's "secret sauce."
April 5
