Abnormal Returns
DECEMBER 25, 2023
(riabiz.com) DPL Financial Partners is seeing growth in commission-free annuity sales. investmentnews.com) Startup Arch wants to build a better private capital markets workflow. wealthmanagement.com) Advisers Six lessons learned from 20 years in the business of financial advice.
Abnormal Returns
APRIL 1, 2024
youtube.com) Christine Benz and Amy Arnott talk with Peter Mallouk, President and CEO of Creative Planning, about the 'messy' business of financial advice. riabiz.com) Fintech More startups are claiming they can use AI to serve more clients, more efficiently. investmentnews.com) The biz How Altruist Cash came to be.
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Abnormal Returns
JULY 3, 2023
Fintech Why fintech startups need advisers onboard to help them sell to wealth management firms. financial-planning.com) Wealth.com's Ester will help you read estate planning documents. investmentnews.com) Advisers Who do investors trust with financial advice? matts-newsletter-7a3f46.beehiiv.com)
Abnormal Returns
NOVEMBER 28, 2022
Podcasts Christine Benz and Jeff Ptak talk the evolution of financial advice with Preston Cherry founder and President of Concurrent Financial Planning. axios.com) Advisers Add Arta Finance to the list of tech-focused wealth startups. talks with Joshua Brown about the future of the advisor conference.
Nerd's Eye View
NOVEMBER 6, 2023
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: FinanceHQ has launched as a new digital lead generation platform for financial advisors, which takes a more niche-focused approach to matching prospective clients with advisors – representing a bet that capturing prospects (..)
International College of Financial Planning
MARCH 31, 2023
Technology and Innovation in Finance: The rise of fintech startups has disrupted the traditional banking industry, with many new players emerging to offer innovative financial services. AI-powered tools can help financial institutions identify fraud, automate routine tasks, and provide personalized financial advice to customers.
Harness Wealth
DECEMBER 14, 2022
In our search for an independent director, we sought an individual who would bring an operator’s perspective to assist us in building a category-defining business in the financial technology space. As an executive at LearnVest, Stephany helped pioneer a new model for the delivery of financial advice.
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