The last time this newsletter went out the idea of Elon Musk plunking down cash to purchase Twitter was just a topic being kicked around, and a different guy’s headshot was at the bottom of the round up.
My, my. What a difference a couple of weeks can make.
Happy Thursday everyone! And let me take this opportunity to introduce myself as the new technology reporter for Financial Planning. I’ve been with the FP team since late last year covering culture, compliance, conferences and everything in between. I’ve also had the chance to meet a lot of amazing people in fintech along the way, both in my traditional coverage of the industry and as the new host of the Financial Planning Podcast. To say it’s been a blast so far is an understatement.
I’ve still got a lot of people to meet and some sizable shoes to fill, but I’m extremely excited for what’s next, and I hope you all are ready to join me on the journey.
Thankfully, I’ve had the chance to hit the ground sprinting as Financial Planning has a lot of new fintech coverage this week, including the latest research from Financial Planning’s parent company Arizent. The analysis is all about developing a digital transformation strategy for your firm that is future-ready, and it includes responses from more than 100 executive-level players in wealth management. I also had the chance to connect with solutions providers in the industry to talk about some of the big takeaways from the study and how wealth managers can keep up with their tech peers in the banking, mortgage and insurance industries. Check out both stories and get the full study, only at Financial Planning.
Wealth Editor Lynnley Browning also dives deeper into Fidelity Investments announcing that it would let investors hold bitcoin in their 401(k)s. What does it mean for wealth management, and can it fuel prudent investing?
And if you’re interested in what makes the new FP tech reporter tick, drop me a line at justin.mack@arizent.com. I look forward to connecting with you soon!
Regards,
Justin

8 wealth management takeaways from Arizent’s latest technology research

By Justin L. Mack

Developing a future-ready tech strategy can push innovation, growth and your organization forward. Read story →

Can bitcoin in 401(k)s fuel prudent investing?

By Lynnley Browning 5 min read

Fidelity’s foray into bitcoin for retirement plans could bring seriousness to cryptocurrencies. But not everyone is sold on the risky alternative. Read story →

Fidelity Investments unveils a crypto option for 401(k) plans

By Suzanne Woolley 2 min read

The firm will soon launch a product that will allow 401(k) plan participants to direct a portion of their savings into bitcoin up to a cap of 20%. Read story →

Moving the needle for your financial planning practice with customer-centric tools

Crypto certificates and advisor skepticism with Ric Edelman

By Justin L. Mack

Ric Edelman continues his crypto crusade with a new book and a warning for advisors unwilling to learn about the asset class. Read story →