WEALTHTECH

If you're looking for Justin Mack, you might have missed last week's newsletter. Our longtime podcast host and fintech reporter has left Financial Planning for a new opportunity.

Until we can fill his shoes, I'll keep the tech news coming. Feel free to reach out with tips, questions or anything else. Always happy to connect.

This week, a quick listen if you have the time to Justin's last podcast. He's a sentimental guy, and he'll likely miss talking at you all as much as you liked listening.

Also, Arizent dropped predictions research this month, and one of the findings was about the huge buy-in from advisors on AI. More below.

Thanks for reading.

Brian Wallheimer Brian Wallheimer
Editor-in-Chief, Financial Planning

FP podcast host Justin L. Mack signs off

By      

The longtime fintech reporter and Financial Planning Podcast host says goodbye after moving on to a new opportunity. Read story →

9 in 10 advisors have positive view of AI, Arizent study finds

By Nathan Place       4 min read

When it comes to artificial intelligence, wealth managers are all in. How will they use it in 2024? Read story →

Chatting with ChatGPT? 5 questions marketers should ask

By Tara Meehan       3 min read

It may take time, trial and error but the turbo-AI tool is worth integrating into an advisory firm's marketing technology stack. Read story →

Why the metaverse, for wealth management, is still a big maybe

By Justin L. Mack       18 min read

No one knows how advisory firms should best leverage budding metaverse technology. And experts say if someone suggests otherwise, their confidence is likely virtual. Read story →

SPONSOR CONTENT

Here's how big your raise is likely to be next year

Are you due a salary review in January? The good news is that salaries in the U.S. are expected to increase. Read more →

New Broadridge AI tool helps fix faulty trades

By Katherine Doherty       2 min read

Amid a shift in finance to quicker transaction settlement times known as the "T+1 requirement," the chatbot fixes errors and prevents them in the future. Read story →

RESOURCES

WEB SEMINAR

What's ahead in 2024: How advisors are adapting to an uncertain world

Thursday, January 11, 2024 2:00 PM EST

During this timely web seminar, our research and editorial teams will share highlights of the findings including how advisors plan to adjust their go-to-market strategies in the coming year. Learn More →

EBOOK

Achieving consistency of data

Download our new eBook to learn how to achieve consistency of data by implementing a digital strategy within your firm.  Download Now →

SPONSOR CONTENT FROM Apex

WEB SEMINAR

The power of authentic collaboration at the intersection of accounting and wealth services

Tuesday, January 16, 2024 1:00 PM EST

Kick off your new year by joining us for an engaging and informative session designed to help unlock the power of authentic collaboration at the intersection of accounting services and wealth management.  We'll dive into how integrating wealth management can amplify your firm's profitability and client service experience. Learn More →

SPONSOR CONTENT FROM Choreo

EBOOK

How to choose the right outsourced financial service provider

Download our new eBook that looks at the main drivers for change and how to reevaluate your service provider.  Download Now →

SPONSOR CONTENT FROM Apex

More resources →