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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Labor Day Weekend saw more than 7,000 advisory firms and millions of clients make the move from "green" to "blue."
September 5 -
The 20-year industry veteran breaks down the three elements needed to deliver a truly excellent experience, and explains why the lowercase "T" in his firm's name is so important.
August 30 -
SEC crackdowns on off-channel communications are costing firms millions. Here's how to avoid being caught up in the next enforcement sweep.
August 25 -
Morgan Stanley Wealth Management's new digital financial education program aims to help young athletes, entertainers and emerging talent build and manage wealth.
August 24 -
According to the SEC, agreements that violated the cash solicitation rule generated 66,000 new clients and $300 million in AUM for the offending firm.
August 23 -
AdvisorFinder is introducing a new AI-powered content creator for wealth managers. But the fintech's founder says advisor expertise will be needed to tap into its true potential.
August 22 -
Titan Global Capital Management was charged with using misleading metrics in its advertising for more than a year.
August 21 -
A new iCapital study looks at the pain points and opportunities presented by weaving alts into client portfolios as individual access increases.
August 18 -
Plus, former Vanguard CEO Bill McNabb's new gig; a new family planning tool for advisors; and Apex rolls out rebalancing updates.
August 17 -
The leader of the firm formerly known as Riskalyze talks about retaining legacy when taking on a new identity, and why 2023 was the right time to evolve.
August 16 -
Experts say Black families planning to preserve past, present and future generations' wealth have a special set of circumstances to keep in mind. Here are a few tips that can help.
August 14 -
The largest annual gathering of Black professionals across financial services championed the reclamation of Black wealth and explained the important role advisors play in the pursuit.
August 11 -
Plus, F2 Strategy gets a new office; AdvisorCheck gets a new boss; and Advisor360° rolls out new tech updates.
August 11 -
More assets, less debt and a new name are among the Canadian asset manager's wealth highlights.
August 10 -
Secretary of the Commonwealth William F. Galvin says a probe into how firms are using AI isn't a condemnation of the tech but an acknowledgement of its potential impact.
August 7 -
The company that provides services to 107,000 advisors posted financial results that meet estimates without breaking new ground.
August 4 -
The California TAMP's latest financial report includes new milestones for revenue, platform asset and net income.
August 3 -
Plus, Wealth.com and SigFig welcome new leaders to their teams.
August 2 -
As thousands of advisors prepare to join the Schwab family in a month's time, insiders are weighing in on what it means for the industry.
August 2 -
The veteran fintech expert goes deep on everything from tech spending to the Schwab-TD Ameritrade Merger on this week's FP Pod.
August 2
