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
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February 2023 Riskalyze Fintech Five
A focused take on wealth management technology from Riskalyze's Aaron Klein.
Source: wealthmanagement.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
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
Sustaining, Enduring and Thriving Through Crisis
During a panel at MarketCounsel's Summit, panelists detailed challenges and triumphs facing cancer, death and abuse.
Source: wealthmanagement.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
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
Fintechs for RIAs That Might Be Cut to Save Costs During a Recession
Wealth-management insiders detailed the tools registered investment advisors are likely to keep and which ones they'll cut as they look for savings.
Source: businessinsider.com