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.

Wealth Management 166

Wealth Management Estate Planning Startup Financial Planning 166

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52