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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Wealth Management Estate Planning Startup Financial Planning 170

XY Planning Network

AUGUST 27, 2024

Each year, XYPN turns the spotlight to the tech and solutions that support real financial planners in delivering more efficient, profitable, or impactful advice to clients. For most advisors, the value of financial planning is ascribed to the products they sell.

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Financial Planner Financial Planning Financial Advisor Clients 103

FMG

FEBRUARY 28, 2023

Content Marketing for Financial Advisors via Advisorpedia Content marketing is such an important part of your overall marketing strategy, so how can you integrate it into your strategy? 10 Financial Advisor Marketing Strategies to Grow Your Business via Twenty Over Ten How can you grow your business as a financial advisor?

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Media Financial Advisor Financial Planner Communication 52