Justin L. Mack

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.

Called Powder and crafted by the minds behind Addepar's Navigator, the wealthtech startup wants to cut the old-school sales process from months to weeks by injecting AI into every step.

The Canadian asset manager's U.S. wealth arm was highlighted for growth in revenue and earnings

The company that provides services to 107,000 advisors as seen year over year saw increases in assets under management and accounts per advisor.

The firm founders join the FP Podcast all the way from Taiwan to discuss financial planning for women and LGBTQ+ households, international filmmaking and how the profession changed both of their lives.

As he takes command of the California TAMP, incoming AssetMark CEO Michael Kim says he wants to hit 5,000 engaged advisors by 2026.

Cerulli projects independents and hybrids to control nearly a third of intermediary asset market share by 2027.

From AI to video, advisor marketing is evolving. On this week's FP Podcast, the leader of the award winning marketing technology firm explains how financial planners can keep pace.

New research released during the annual eMoney Summit says understanding, technology and trust are the keys to a more engaged client base.

A decade after taking a chance to bring his wealthtech vision to life, the soft-spoken leader who values the work as much as the reward still wants to get his hands dirty.

The Practice Intel growth platform made its debut this week with some well-known names at the helm and a mission to quantify crucial parts of the advisor-client relationship.