Wealth Management

JUNE 27, 2025

Davis Janowski , Senior Technology Editor, WealthManagement.com June 27, 2025 4 Min Read Quinn CEO Royi Markowitz I wrote a column last summer entitled “ Finny and the Great AdvisorTech Acceleration ,” largely about the startup but also about the momentum surrounding the rapid advancement and integration of AI among third-party technology providers.

Wealth Management 170

Wealth Management Estate Planning Startup Financial Planning 170

Fortune Financial

AUGUST 7, 2023

Types of Alternative Investments Alternative investments are non-traditional investment options that offer diversification, unique opportunities and potential higher returns beyond conventional asset classes like stocks and bonds. Diversification One of the benefits of alternative investments is their ability to diversify your portfolio.

Portfolio 52

Portfolio Investments Investing Risk Tolerance 52

Fortune Financial

AUGUST 7, 2023

Types of Alternative Investments Alternative investments are non-traditional investment options that offer diversification, unique opportunities and potential higher returns beyond conventional asset classes like stocks and bonds. Diversification One of the benefits of alternative investments is their ability to diversify your portfolio.

Portfolio 52

Portfolio Investments Investing Risk Tolerance 52