Justin L. Mack was the wealthtech reporter for Financial Planning, as well as the host and lead editorial producer of the
-
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 -
The fintech leader believes financial wellness and overall wellness are directly linked. As a result, financial advisors can be the key to unlocking a better life.
March 2 -
While income saw a massive increase, platform assets were down year over year for the California TAMP.
March 2 -
In addition to the major robo-advisory deal, this week's recap features new partnerships for Vestwell and Riskalyze, and a new leader at Advisor360°.
March 1 -
Economic headwinds be damned, new research shows that advisors are ready to spend on tech in 2023. Here's where those dollars will be going.
February 28 -
Discover why insiders say compliance, cybersecurity and customer experience will dominate wealthtech in 2023.
February 27 -
The partnership brings Opto's private market software to Merchant's slate of partner firms managing more than $140 billion in assets.
February 27 -
The company that provides services to 106,000 posted financial results that were a mixed bag of big-picture wins and notable setbacks.
February 24 -
To aid difficult advisor-client conversations about money and love, the wealthtech firm is rolling out a new tool to help advisors become quasi "life coaches."
February 23 -
Plus, the best robos for first-timers and low cost or complex planning.
February 22 -
The tech nerd-turned-wealthtech exec accidentally stumbled into financial services via a job line in the late '90s. Here's how that happy accident changed everything for him and scores of advisors.
February 22
