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
📰 Bento Engine News
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Stay updated with breaking news from Bento Engine. Real-time updates on events, politics, business and more.
December 2022 Riskalyze Fintech Five
Founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.
Source: wealthmanagement.com
Preparing advisors for the great wealth transfer with CRM alerts, childhood financial literacy and piggy banks
Bento Engine's new wealthtech tool aims to help advisors teach their clients how to pass experience and hindsight to the next generation.
United States Philipp Hecker Susan Doty Mac Gardner University Of Texas At Tyler Center Bento Engine
Source: financial-planning.com
WealthStack Roundup: Bento Engine, Holistiplan, Addepar
Bento addresses wealth transfer and financial literacy while LPL adds tax planning provider and Addepar adds UBS as client.
Source: wealthmanagement.com
Three Standouts From AdviceTech.Live 2022
Lasso, IncomeConductor and Bento Engine stood out from the AdviceTech.Live virtual demos pack.
Source: wealthmanagement.com
Aite-Novarica Group Announces Winners of the 2022 Digital Wealth Management Impact Awards
Aite-Novarica Group recognizes 12 innovative financial institutions leveraging best-in-class initiatives.Boston, MA, Sept. 20, 2022taking place in New York on November 9, recognize and celebrate the industry's
United States Alois Pirker America Merrill Lynch Kostenloser Wertpapierhandel Morgan Stanley Bento Engine Inc
Source: finanznachrichten.de
Bento Engines President, Former J.P. Morgan Exec Dies at 62
Greg Quental passed away suddenly this past Saturday … in Connecticut of natural causes,” said Bento Engines CEO Philipp Hecker.
Source: thinkadvisor.com
Greg Quental, Co-Founder of Tech Startup Bento Engine, Dies at 62
Greg Quental, a co-founder of Bento Engine and former CEO of J.P. Morgan Securities, died this week. Investors in the
Source: wealthmanagement.com
Bento Engine Announces Investors, Seed Funding Round
Proactive actions in the advisor tech stack have been talked about for a long time. Will this startup finally deliver?
Source: wealthmanagement.com
The latest in financial #AdviserTech — January 2022
Michael Kitces' January 2022 column on the latest in financial #AdviserTech looks at four major trends shaping AdviserTech.
United States United Kingdom United Kingdom General Advice Systems Inc Td Ameritrade True North Networks
Source: investmentnews.com