Justin L. Mack was the wealthtech reporter for Financial Planning, as well as the host and lead editorial producer of the
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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.
November 13 -
The Canadian asset manager's U.S. wealth arm was highlighted for growth in revenue and earnings
November 10 -
The company that provides services to 107,000 advisors as seen year over year saw increases in assets under management and accounts per advisor.
November 9 -
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.
November 8 -
As he takes command of the California TAMP, incoming AssetMark CEO Michael Kim says he wants to hit 5,000 engaged advisors by 2026.
November 7 -
Cerulli projects independents and hybrids to control nearly a third of intermediary asset market share by 2027.
November 1 -
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.
October 25 -
New research released during the annual eMoney Summit says understanding, technology and trust are the keys to a more engaged client base.
October 24 -
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.
October 22 -
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.
October 20 -
The Hearsay User Maturity Model evaluates and quantifies advisors' social behaviors, and provides guidance on how to get better.
October 20 -
New Arizent research and a collection of experienced financial advisors say actually walking the walk is a big step for firms pursuing true inclusion.
October 13 -
The fintech founder who started his company in the fallout of the 2008 financial crisis says he wants to help financial advisors spend more time doing work that matters.
October 11 -
A new Arizent study finds that when it comes to diversity efforts that matter, "commitment" is the key word.
October 10 -
A new name, new tools and more than $50,000 for kids in Ethiopia gave the leader of the wealthtech firm formerly known as Riskalyze plenty of reasons to smile this week in Miami.
October 5 -
During Nitrogen's 2023 Fearless Investing Summit, the two-time Super Bowl champ gave a keynote address on leadership and life on and off the field.
October 5 -
New FPA and eMoney research finds that financial planners who actively integrate a client portal into their practices have better client outcomes, including reduced financial anxiety and increased loyalty and trust.
September 29 -
As an advisor who relies on technology to power his practice, the 2023 Financial Planning Rising Star award winner explains why he decided to start backing wealthtech firms that create tools for planners.
September 27 -
High interest rates, low volatility and conservative investors have transformed the dealmaking environment for startups. But insiders say the dark clouds that once watered wealthtech's money trees come with a few silver linings.
September 26 -
The serial entrepreneur and startup investor says loyalty and trust will go a long way as the "free money" runs dry.
September 26
