Justin L. Mack

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.

Pontera's Rory Berry and Facet Wealth's Patrick McKenna share what motivated them to enlist, and how that decision forever changed their lives.

Revenue, users and accounts are up for the tech firm. But company leaders are already thinking about the future.

Plus, an investment platform from Private Advisor Group and outsourced chief investment officer tech for RIAs of all sizes.

Between winning awards for her work in the DEI space and educating chief compliance officers, the ComplySci leader keeps a full schedule.

Even if headcounts become more diverse, progress will stall if the culture of the industry isn't addressed.

A new Arizent study finds that the wealth management industry is lagging behind on diversity, equity and inclusion progress. Still, many advisors believe in the value of diverse perspectives.

Despite a difficult quarter for wealth management, BNY Mellon is celebrating the launch of its crypto custody services and the future of Pershing X.

The nation's biggest independent robo-advisor is the latest big name detailing its revamped cryptocurrency plans despite a difficult year for digital assets.

The industry's first "financial advisor assessment score" is showing wealth managers how they stack up.