Justin L. Mack

The Hearsay User Maturity Model evaluates and quantifies advisors' social behaviors, and provides guidance on how to get better.

New Arizent research and a collection of experienced financial advisors say actually walking the walk is a big step for firms pursuing true inclusion.

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.

A new Arizent study finds that when it comes to diversity efforts that matter, "commitment" is the key word.

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.

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.

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.

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.

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.

The serial entrepreneur and startup investor says loyalty and trust will go a long way as the "free money" runs dry.

Francis Kinniry of Vanguard and Brie Williams of State Street Global Advisors SPDR give advisors looking to survive the industry's next evolution some beachside advice.

Financial Planning's Justin L. Mack gives a first-person recap of the rap concert that closed out night three of the one-of-kind wealth festival featuring plenty of California beef, and California "grass."

FP's playlist gives financial advisors and clients a supersized collection of bangers about raking it in and making it rain.

Leaders from the wealthtech firm hit the Future Proof stage to bring AI and BeFi together in a new solution for advisors

Upgrades include tweaks to the user experience, client portal, trading capabilities and the Envestnet Insights Engine.

The industry veteran breaks down the missteps firms make in the pursuit of growth, and how to maintain momentum in an unpredictable environment.

Many solutions that leverage the buzzy tech are focused on grabbing eyes. But one expert says the focus should be on going deeper and building trust.

Experts dish on the do's and don'ts of acquisition at the second annual Future Proof conference

A search led by a former AssetMark CEO ends with Wolfsen taking over in October as founder Eric Clarke transitions to a leadership support role.

A crew of firm founders and game changers now have a seat at the Wealth.com table.