Justin L. Mack

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.

Plus, fresh tech from Raymond James and why HNW investors are still excited about digital assets.

With a message that stresses education and warns of volatility, the organization is reminding CFPs that their responsibilities don't change when the asset is digital.

The idea of "value" cards isn't a reinvention of the wheel. But the zen-like philosophy behind the fintech's offering makes it something different.

When preparing to invest, most clients turn to their advisor, not the Catholic Church. But the veteran financial planner says there's no reason you can't do both.

One of Magnifi by TIFIN's leaders explains why understanding human intent and having an altruistic mission are the ingredients for an award-winning AI recipe.

As wealth managers prepare to make it rain on wealthtech, here are the kinds of solutions that can take your practice to the next level, and how to choose them successfully.

Fifteen of the biggest names in wealth management were ranked on how well their apps and websites accommodate clients.

Bento Engine's new wealthtech tool aims to help advisors teach their clients how to pass experience and hindsight to the next generation.

The fintech veteran wants to help financial planners use their favorite digital tools without compromises or concessions. Here's how he plans to do it.

While the right tech can give financial advisors an edge, a study finds that the wrong systems may send clients and cash running in the other direction.