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Page 8 - Marty Bicknell News Today : Breaking News, Live Updates & Top Stories | Vimarsana
benjamin – The Hardest Working Assistant in Wealth Management
Atlanta, GA (PRWEB) August 25, 2022 benjamin, the only business support system driven by AI and specifically designed for the wealth management industry,
Matt reiner
Marty bicknell
Scratchworks fintech
Industry awards program
Support systems
Workflow automation
Industry awards
Mariner wealth
Press release
Creative Planning, Wipfli deal leads wave of disruption
Buyers and sellers are overhauling their firms by folding in accounting and newly-launched independent advisors.
United states
Kansas city
Overland park
Kurt gresens
Marty bicknell
Dan dolan
David wentz
Jeff pierce
Peter mallouk
Adam bettis
Josh selzer
Tim gaigals
Jeff pytlinski
Schwab advisor services
Wipfli insurance services
Cetera financial group
Bento Engines President, Former J P Morgan Exec Dies at 62
Greg Quental passed away suddenly this past Saturday … in Connecticut of natural causes,” said Bento Engines CEO Philipp Hecker.
United states
Philipp hecker
Greg friedman
Gavin spitzner
Doug fritz
Marty bicknell
Greg quental
Shannon eusey
What you need
Bento engine
President greg quental
Mariner wealth advisors
Beacon pointe advisors
Wealthspire advisors
Wealth consulting partners
Greg Quental, Co-Founder of Tech Startup Bento Engine, Dies at 62
Greg Quental, a co-founder of Bento Engine and former CEO of J.P. Morgan Securities, died this week. Investors in the
New york
United states
Philipp hecker
Greg friedman
Doug fritz
Marty bicknell
Diego galan
Raymond james
Shannon eusey
Jen goldman
Gavin spitzner
Anton honikman
Jeffrey wald
Gregory quental
Kelly waltrich
Andy putterman
August 2022 Fintech 5 | Wealth Management
Founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.
David knoch
Doug fritz
Marty bicknell
Envestnet apis
Natalie wolfsen
Jim dilworth
Shannon eusey
Jim dilworth veriti
Kelly waltrich
First trust capital partners
Riskalyze fintech five
Trust capital partners
Veriti management
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