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
Page 3 - Bento Engine News Today : Breaking News, Live Updates & Top Stories | Vimarsana
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Top News In Bento Engine Today - Breaking & Trending Today
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.
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