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How many tools does an advisor need in their tech stack?

How many tools does an advisor need in their tech stack?
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

Andrew altfestFinancial planningNew york basedPersonal wealth management

We re AI optimists when it comes to financial advice — here s why

We re AI optimists when it comes to financial advice — here s why
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

Nathan stevensonAndrew altfestPhilipp heckerWilliam gibsonAlpha andrew altfestFinancial advisortech solutionsAdvisortech solutions map

Andrew Altfest

Andrew Altfest
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

New yorkUnited statesAndrew altfestAltfest personal wealth management

Several Fintechs Unveil New Upgrades At AdviceTech LIVE

Nearly two dozen companies who highlighted new developments Thursday and Friday the annual virtual conference.

Chris fieldAndrew altfestH adam holtSusan thederPhilipp heckerSchwab advisor centerBento engineOrion redtailMicrosoft dynamicsBlack diamondAsset map experience

How to find a financial planner

Andrew Altfest, President of Altfest Personal Wealth Management, tells Quartz the basics of finding the right financial advisor

Andrew altfestAltfest personal wealth managementFinancial plannerCertified mortgage plannerApple walletChartered financial plannerProfessional certification in financeHuman interest