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 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 -
The co-founder of the XY Planning Network offers up best practices for advisors eager to spend more time in front of their clients and less time in front of screens in 2023.
January 24 -
Jalina Kerr, the managing director of client experience at Schwab Advisor Services, wants to make digital adoption easy for RIAs.
January 23 -
The California native also shared what he is excited to see from wealthtech this year, and some tips for East Coast advisors taking in the West Coast sights.
January 20 -
Wealth management still has a long way to go if it hopes to reflect the nation it serves. But advisors say small steps still move us forward.
January 19 -
Plus, celebrating Black tech titans and a fresh fintech idea attracts $3.1 million in seed funding
January 18 -
Plus, new deposit tools for J.P. Morgan Wealth Management clients, and Robinhood Retirement goes live.
January 13 -
After ending 2022 with a $11 million capital raise, the two-year-old fintech is kicking off the new year by adding 30 years of wealth management experience to its ranks.
January 12 -
The new Orion Advisor Technology president is ready to innovate and change the game in 2023
January 11 -
From professional musician to fintech CEO, Perullo's passion for creative problem solving has always propelled him forward.
January 11 -
Investment firm Impactive Capital the Envestnet board needs change due to "lack of shareholder" alignment.
January 6
