WealthStack: Using Tech in Underserved Areas of Financial Planning
FP Alpha's Andrew Altfest discusses the disconnect between what investors want and what some advisors deliver.
Source: wealthmanagement.com
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The WealthStack Podcast: Making Data Actionable
Scott Leak of FP Transitions describes what kind of data should advisors be looking at when it comes to making major decisions or transitions.
Source: wealthmanagement.com
What Advisors REALLY Want From (Advisor) Technology
Wednesday, March 29, 2023 | 2:00 PM Pacific Daylight Time
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
Facilitating Meaningful Financial Planning Conversations
Provides advisors a way to capture vital client data to present a holistic picture of their financial life.
Source: wealthmanagement.com