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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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 -
The West Coast native and industry veteran talks keeping firm culture strong in a remote world.
April 4 -
Hecker wants to craft wealthtech so seamless that clients forget they're staring at a screen and feel like they're truly connected to their advisor.
March 22 -
The wealthtech consulting firm's chief commercial officer argues that if you don't know what makes you special as an advisor, your tech won't help you grow.
March 21 -
Consumers and non-advisor professionals can now take advantage of the program, which Edelman argues is timely amid the banking crisis and volatile markets.
March 20 -
As Integrated continues its rapid growth, the veteran recruiter says value alignment is much more than a throwaway industry phrase.
March 17 -
The annual Technology Tools for Today conference also brought breaking news from FP Alpha, Hubly, CircleBlack and Advyzon.
March 17 -
The founder of the family-focused fintech firm said advisors who talk about how great they are make clients tune out.
March 17 -
The Defiance leader breaks down thematic investing as a long-term strategy, and why it matters to next-generation clients.
March 8 -
Dogra hit the beach to share his thoughts on M&A, and why his firm is more than happy to take the load off of advisors.
March 6 -
The NYT "Sketch Guy" shares his wisdom with underrepresented financial planners during one of Onyx's first big events of 2023.
March 3
