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ChatGPT s role in wealth management | Financial Planning

The generative AI is internet famous. But is it really ready to reshape wealth management?

United statesComunidad autonoma de catalunaPhilipp heckerTom van hornLionel messiAndrew altfestMichael kitcesNick rygielAaron kleinLos angelesJoel bruckensteinReese harperSindhu josephEric amzalagVan hornBroadridge financial services

Gavin Spitzner, President of Wealth Consulting Partners, Has Died

He had recently announced he was being treated for acute myeloid leukemia (AML).

United statesGavin spitznerSuzanne siracuseJay coulterChristine benzTina powell beintentionalOhio state universityPrudential wealth management solutionsWealth consulting partnersBento engineTina powellDani fava

Gavin Spitzner, President of Wealth Consulting Partners, Has Died

He had recently announced he was being treated for acute myeloid leukemia (AML).

United statesGavin spitznerSuzanne siracuseJay coulterChristine benzTina powell beintentionalOhio state universityPrudential wealth management solutionsWealth consulting partnersAcute myeloid leukemiaBento engineTina powellDani fava

December 2022 Riskalyze Fintech Five

Founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

United statesDavid knochSusan dotyMac gardnerLori hardwickVendor affinity programWealth programRiskalyze fintech fiveAffinity programSnappy krakenBento engineEconomic educationFinancial literacyFinlit tech

Preparing advisors for the great wealth transfer with CRM alerts, childhood financial literacy and piggy banks

Bento Engine's new wealthtech tool aims to help advisors teach their clients how to pass experience and hindsight to the next generation.

United statesPhilipp heckerSusan dotyMac gardnerUniversity of texas at tyler centerBento engineTyler centerEconomic educationFinancial literacyFinlit techFinancial planningTexas system academyDistinguished teachersPractice and client managementWealth management

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