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 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 -
The fintech founder is extending an entrepreneurial hotstreak that started with milk and cookies in college.
February 6 -
The venture capital pro and digital artist explains why personal experience is a powerful ally in the world of financial services.
February 3 -
Just days after former CEO Jim Dickson cut the ribbon at the firm's New York office, a new leader is stepping in to usher in Sanctuary's "next stage of growth."
February 2 -
Upgrades to eMoney Advisor allow advisors to demonstrate Roth conversions and support SECURE Act 2.0 changes.
February 2 -
As thousands of advisors prepare to join the Schwab family later this year, officials want to remind them exactly what they stand for.
January 31 -
Orion leaders are throwing their technology and financial support behind the Foundation for Financial Planning as the nonprofit pursues an ambitious New Year's resolution
January 30 -
The multidimensional artist brought a new kind of style to the traditional conference, and he wants to see generational wealth in the country remixed in a similar fashion.
January 27 -
FP Alpha CEO Andrew Altfest and T3 Founder Joel Bruckenstein explain how AI is being leveraged by tech-savvy advisors, and where it may go next.
January 26 -
A new report from Broadridge Financial Solutions also indicates enthusiasm for AI is high, but buy-in on the metaverse remains low.
January 25 -
When it comes to bringing in fresh talent, wealth management has an image problem. Here's how the industry can solve it.
January 25
