Justin L. Mack

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.

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.

Plus, F2 Strategy gets a new office; AdvisorCheck gets a new boss; and Advisor360° rolls out new tech updates.

More assets, less debt and a new name are among the Canadian asset manager's wealth highlights.

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.

The company that provides services to 107,000 advisors posted financial results that meet estimates without breaking new ground.

The California TAMP's latest financial report includes new milestones for revenue, platform asset and net income.

Plus, Wealth.com and SigFig welcome new leaders to their teams.

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.

The veteran fintech expert goes deep on everything from tech spending to the Schwab-TD Ameritrade Merger on this week's FP Pod.

The marketing tech firm is teaming up with a crew of remote video pros to help advisors make videos worth clicking.

Northwestern Mutual's Planning & Progress Study reveals Americans with an advisor are much more confident about their financial futureS, yet only 37% work with one.

Plus, portfolio construction upgrades from iCapital, an AI advisor platform from Savvy and two new leaders at eMoney.

As money matters continue to create stress for American families, advisors are finding the rewards of giving free advice to those who need it most but typically can't afford it.

A discussion about how AI is transforming wealth management focused on current applications, next-level concerns and where the tools fit in an advisor's workflow.

The industry is getting advisors ready for the great wealth transfer, but next-generation clients will need plenty of guidance too.

Fintech veteran and former Skience president Marc Butler believes by working together, advisors can help develop generative AI that truly works for them.

Plus, Future Proof unveils demo drop finalists and RFG adds AI to its platform.

The founder and president of Summit Place Financial Advisors in New Jersey joined CFP Board as a board director in 2020.

The founder of Helios wants to redefine the OCIO function for financial advisors looking to offer greater customization and serve more sophisticated clients.