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.”
Recruited assets, organic growth both powered ahead
Goldman Sachs' Padi Raphael, Global Co-Head of Third-Party Wealth, said the "door is always open" regarding a potential RIA referral program, as the firm looks to serve the "mega trend" of growing wealth from independent advisors.
UBS research finds lack of planning and communication as key challenges for high-net-worth widows and next-generation women in navigating inheritances.
The proposed "all markets" fund is structured to enable quarterly redemptions, driven by investments in public equities, fixed income, and private market assets.
The firm has been dogged by compliance issues for years, resulting in multiple fines by various regulatory bodies.
From direct lending to asset-based finance to commercial real estate debt.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
