FP Alpha, an AI-driven financial planning solution for financial advisers, has launched a planning-led prospecting tool it calls the Prospect Accelerator.
The tool lets advisers deliver a teaser report that containing a prospect’s financial wellness score and specific planning opportunities.
“Currently, adviser prospecting tools are limited to investments, and to a lesser extent traditional financial planning," Andrew Altfest, founder of New York-based FP Alpha, said in a statement. "There is nothing that covers tax, estate and insurance opportunities like the Prospect Accelerator.”
Open letter to SEC Chair Paul Atkins questions whether the Ivy League university withheld material information prior to its $750 million taxable bond offering.
The Las Vegas-based hybrid RIA overseeing $8.8 billion in assets has named Andy Kalbaugh president to help scale its advisor platform.
The wealth tech giant – in collaboration with Fidelity, BlackRock, State Street, and Franklin Templeton – is offering its advisor and wealth firm users more ways to diversify.
Deal volume increased post-election but now caution has taken over.
Advisors who expect an edge from alternatives' illiquidity premium – without understanding the underlying terms and explaining them to clients – have a world of learning to do.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
