Q&A: Philipp Hecker, CEO of Bento Engine
Bento Engine announced its new partnership with marketing firm FMG Suite on Tuesday.
Source: wealthmanagement.com
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Several Fintechs Unveil New Upgrades At AdviceTech.LIVE
Nearly two dozen companies who highlighted new developments Thursday and Friday the annual virtual conference.
Source: wealthmanagement.com
Alliance of Comprehensive Planners (ACP) Announces Details of 2023 Annual Conference
/PRNewswire/ -- The Alliance of Comprehensive Planners (ACP), a community of tax-focused, fiduciary financial advisors who provide comprehensive wealth...
Source: prnewswire.com
Q&A: H. Adam Holt, Founder and CEO of Asset-Map
Now in its fourth year, virtual advisor technology conference AdviceTech.Live returns.
Source: wealthmanagement.com
Using tech to help advisors be more human more often, with Bento Engine CEO Philipp Hecker
Hecker wants to craft wealthtech so seamless that clients forget they're staring at a screen and feel like they're truly connected to their advisor.
Source: financial-planning.com
Absolute Engagement Tech Tracks Client Confidence and Concerns
Julie Littlechild's Absolute Engagement's recently launched "Engagement Engine" wants to drag the client survey into the digital age.
Source: wealthmanagement.com
The WealthStack Podcast: Why the Timing of Financial Advice Matters
Financial advice delivered too early—or worse, too late—can have the opposite effect of its intention, says Bento Engine's Philipp Hecker
Source: wealthmanagement.com
Orion Advisor Academy Debuts
The new, on-demand learning platform is based on the work of Dr. Daniel Crosby, the wealthtech company’s chief behavioral officer.
Source: wealthmanagement.com
ChatGPT's role in wealth management | Financial Planning
The generative AI is internet famous. But is it really ready to reshape wealth management?
United States Comunidad Autonoma De Cataluna Philipp Hecker Tom Van Horn Lionel Messi Andrew Altfest
Source: financial-planning.com
Gavin Spitzner, President of Wealth Consulting Partners, Has Died
He had recently announced he was being treated for acute myeloid leukemia (AML).
Source: wealthmanagement.com