Justin L. Mack

The hottest topic in tech over the past 12 months had a major presence in the world of financial services.

The veteran wealth management duo wants to close the gap between what the advice industry is, and what it has the potential to become.

Come the second quarter of 2024, JPMorgan Automated Investing will be no more.

Check out this collection of can't-miss conversations with industry insiders and experts.

A new study from Envestnet and The Center for Generational Kinetics looks at the divergent mindsets, concerns and preferences of high earners across generations.

Two experienced chief investment officers break down the reasons clients are keeping their cash out of the conversation, and why advisors should work to crack the code.

A new study finds that younger advisors see more good than harm when it comes to artificial intelligence's impact on wealth management.

The longtime advisor and fintech founder made his first trip to Future Proof to soak up a little bit of sun, and a whole lot of knowledge.

From the fans to the naysayers, the CEO of Advisor Circle says his team can't wait to host them in California as they march toward their goal of 10,000 attendees.

Christopher Knapp of Robertson Stephens joins the Financial Planning Podcast this week to help financial advisors cut through the noise and tackle ESG investing like a pro.

The basketball great and sports analyst says as opportunities grow for athletes and entertainers, so does the need for greater financial competency.

The data analytics company ranked the biggest names in wealth management on how well their apps and websites accommodate clients.

Studies show that convincing inheritors to stick around is far from a sure thing. Envestnet's Dana D'Auria has advice for advisors looking to make those relationships stickier.

Arch CEO Ryan Eisenman said peace of mind, better data and smarter decision-making lie at the heart of his firm's mission statement.

Financial professionals using FMG will gain access to materials in the Bento Collection, enabling them to proactively advise clients and prospects during the "moments that matter."

The partnership provides tru's community of independent advisors with a unique offering to add private investments into client portfolios.

The second annual Women in Wealth Management Awards celebrated seven women for their achievements.

According to Cerulli Associates, technology is not only helping advisors become more efficient but also influencing decisions related to how and where they practice.

As the company that helped bring the once derided business model to masses celebrates a pair of major milestones, advisors who embrace it explain why it works for them.

The company that transitioned from risk to growth in 2023 ends the year with a big C-suite change.