Justin L. Mack is the wealthtech reporter for Financial Planning, as well as the host and lead editorial producer of the
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Meeting the needs of forward-thinking advisors is what the man known as "Mr. Purple" says his firm's platform is all about.
January 3 -
In addition to talking Allspring's modern custom SMA and direct index platform, the industry veteran was happy to see everyone come together under the sun.
January 2 -
The dynamic duo hit the beach at Future Proof 2023 to represent Wealth.com and let advisors know that estate planning doesn't have to be so hard.
January 2 -
The RIA custody landscape isn't what it used to be. And Tony Stich, chief revenue officer at Entrustody, says that is great news for advisors.
December 27 -
The wealth management industry continues efforts to confront long- standing diversity issues. But those putting in the work know there is a long way to go.
December 27 -
As wealth managers prepare for the new year, here are the kinds of solutions that are poised to run the table over the next 12 months.
December 26 -
A new study from Envestnet looks at how end-to-end platforms, holistic advice and AI are moving the industry forward.
December 20 -
Because advisors can't easily see, manage or bill on what sits outside a client's portfolio, it often goes ignored.
December 20 -
The T3 producer knows a thing or two about putting together a quality wealth management conference. Here's what stood out to him about Future Proof 2023.
December 19 -
The founder and CEO of Ezra Group says having a California beach as your conference backdrop has the power to spark some truly interesting conversations.
December 18
