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 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 -
The nation's biggest independent robo-advisor joins a growing list of tech companies slashing staffers as difficult market conditions persist.
February 17 -
The program that aims to place the next generation of underrepresented advisors with fee-only firms is literally overflowing with talent.
February 16 -
Merrill Video Pro wants to transform planners into their clients' most clickable content creators
February 15 -
The generative AI is internet famous. But is it really ready to reshape wealth management?
February 14 -
The fintech veteran said the role of the advisors has changed in a big way, and he wants to be a part of the evolution.
February 13 -
Gatekeepers say successful wealth managers have to fit a specific mold. But four women leading the way in financial services have seen the framework broken time and time again.
February 10 -
The director of business development for Snappy Kraken's Convos text service hit the beach to help advisors and clients get closer.
February 10 -
The annual event connects wealth management veterans with students exploring the industry and profession.
February 9 -
Corso's love of economics has kept his passion for financial services burning for three decades, and is matched only by his desire to help advisors help their clients.
February 9 -
Mark Evans has been creating financial planning software for more than 30 years. Here's what his next offering is about.
February 8
