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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

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.

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Tax Savings Tips for Startups

Harness Wealth

Let us face ittech startups encounter a unique set of tax challenges that can make or break their financial future. Strategic tax planning serves both to keep companies on the right side of IRS regulations and to preserve necessary capital during those precarious early stages when the startup is most vulnerable.

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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

which is a good bit north of Lexington and just across the river from Cincinnati, Ohio (sorry, I love geography and startup origin stories). In edition, he has worked for two FinTech startups, Wealthfront and New York-based FeeX, Inc. The mobile-first application built for the wealth management industry hails from Covington, Ken.,

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Why Fintech API Platform Is Boosting the Fintech Industry

Trade Brains

By contrast, fintech startups and digital banks are using APIs to launch services with speed and agility. As a result, startups can innovate faster, and established players can adapt to changing consumer behavior more effectively. Within just a few years, they’ve reshaped how institutions build, scale, and offer services to end users.

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Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

He reminded attendees that saving their data, their daily downloads, can serve as an insurance policy of sorts for their performance data, a good reminder in light of Morningstar’s February announcement that it is shutting down Office and its consequences for many advisors. now Pontera).

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All the Tax Benefits You Need for Your Small Business

Harness Wealth

The Actual Expense Method opens up possibilities for larger deductions, particularly for newer or luxury vehicles, by allowing you to deduct the business percentage of real costs, including fuel, maintenance, insurance, and depreciation. Whether you’re a high earner, a startup employee, or a private investor, simplify your taxes today.

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2025 Wealth Preservation Strategies

WiserAdvisor

It is important to invest in high-value item insurance to protect them. You can look for insurance companies that offer comprehensive insurance for luxury items to ensure your possessions are financially protected. Comprehensive property insurance is a must to protect your holdings from natural disasters and legal claims.