Wealth Management

JUNE 27, 2025

Finally, I was excited to interview Royi Markowitz and Jonathan Dane, the CEO and chief financial planner, respectively of the AI-powered and AI-driven financial planning startup Quinn , which came out of stealth this week and announced an $11 million seed round of funding, led by the Israeli venture capital firm Viola Fintech.

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eMoney Advisor

APRIL 6, 2023

An example is the eMoney Accelerate program, staffed by CFP® professionals and planning process designers. There are also communities for CFP® professionals on Reddit where you can anonymously post about the tech tools you’re considering and get real-life feedback from fellow advisors. Sources: 1.

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Inside Information

AUGUST 28, 2024

Often the keynoters have no idea who financial planners are—they’re championship boxers, basketball players, sometimes former Presidents or Prime Ministers, famous people, basically, and every third session is a breathless look at about how to use this or that wonderful feature of the Schwab platform.

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