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.
Abnormal Returns
DECEMBER 2, 2024
wsj.com) Startup AI wealth manager Range raised another round of capital. citywire.com) Advisers How to demonstrate the value of financial planning to a prospect. kitces.com) 11 reasons prospects reach out to a financial planner. citywire.com) How to reframe financial planning around client happiness.
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Abnormal Returns
DECEMBER 5, 2022
cnbc.com) Startup 401(k) provider Blooom has abruptly closed its doors. wsj.com) Planning The ways that a financial planner can add value for a client are nearly limitless. kitces.com) The financial planning process is becoming increasingly collaborative and less one-way. Here are 101 action items.
Yardley Wealth Management
DECEMBER 3, 2024
As a financial planner, your guidance is essential in helping clients minimize risks and maximize financial benefits. Conclusion Choosing the right business structure is a crucial decision that influences financial success and risk management. This choice affects taxes, liability, management, and operational flexibility.
The Big Picture
MAY 7, 2024
She’s also involved with wealth.com, and I could, I could give you a long list of all the things she’s, she’s done Kahoot, super telly, just all, all these really fascinating startups. So I, you know, I, I learned so much and Microsoft was like a startup inside of a big company for me. Like that was the hot thing.
Harness Wealth
JUNE 9, 2023
Table of Contents What is a Financial Plan? Why is Financial Planning so Important? Crafting Your Personalized Financial Plan: A Step-by-Step Guide The Role of a Wealth Manager or Financial Planner Harness Wealth Can Help What is a Financial Plan?
Harness Wealth
DECEMBER 14, 2022
As a Certified Financial Planner, my life’s passion is helping people with their finances, and seeing a tech solution that can address more than just how to save/invest is really powerful. Early in my tech career I had equity in a startup that ended up having a very successful exit through an acquisition.
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