Justin L. Mack

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.

Jalina Kerr, the managing director of client experience at Schwab Advisor Services, wants to make digital adoption easy for RIAs.

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.

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.

Plus, celebrating Black tech titans and a fresh fintech idea attracts $3.1 million in seed funding

Plus, new deposit tools for J.P. Morgan Wealth Management clients, and Robinhood Retirement goes live.

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.

The new Orion Advisor Technology president is ready to innovate and change the game in 2023

From professional musician to fintech CEO, Perullo's passion for creative problem solving has always propelled him forward.

Investment firm Impactive Capital the Envestnet board needs change due to "lack of shareholder" alignment.

A BNY Mellon Wealth Management and Campden Wealth analysis says while the next generation is ready for succession in the family enterprise, family offices don't think they're ready.

Bluerock Capital Markets CEO Jeff Schwaber says advisors looking to diversify with alts allocations in client portfolios may encounter hurdles.

Wealth management firms say they feel increasing pressure to have a great digital experience, and better client insights require better data.

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

The wealth management industry continues efforts to confront long- standing diversity issues. But those putting in the work know there is a long way to go.

At Future Proof 2022, Thomas was soaking up knowledge and California sun to achieve a higher goal.

At Future Proof 2022, the MLB star and former olympian said his quest for financial knowledge will never end.

The fintech founder wants to give advisors greater access to one of the simplest asset classes, and one of the most complicated.

Experts say you don't have to buy in. But being able to skillfully navigate crypto conversations with clients can help you and your firm cash out.

The free, two-day digital event features 10 sessions and 30 speakers tackling the burning questions about digital assets that matter most to financial advisors.