Justin L. Mack

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.

A roundtable of wealthtech heavy hitters talks AI innovation, implementation and security as firms get fired up about the tech.

Allocations remained steady in one while dropping significantly in the other last year, according to a new study by Advyzon.

Plus, Wealth.com names a new head of community; Helios introduces refreshed sleeving capabilities; and FusionIQ partners with Blueleaf.

Called SMArtY, the firm's free offering is slated to go live this fall with spots on a waitlist available now.

All customers with more than $1 million in assets have been automatically enrolled into a pair of new service plans.

Plus, two wealthtech startups celebrate successful funding rounds.

As Twitter continues to undergo unexpected and at times unpopular changes, a new challenger from a social media OG is gunning for the bird app's throne.

As cyber attacks continue to trend upward, industry experts explain that a strong digital defense starts with asking the right questions. And then asking them again.

The veteran advisor who moved his niche firm from Florida to France is helping U.S. expats navigate their increasingly complex financial lives.

Deals are bigger, quicker and more common. But buyers say valuation expectations often cause them to leave the table.