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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 reinerMarty bicknellScratchworks fintechIndustry awards programSupport systemsWorkflow automationIndustry awardsMariner wealthPress 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 statesKansas cityOverland parkKurt gresensMarty bicknellDan dolanDavid wentzJeff piercePeter malloukAdam bettisJosh selzerTim gaigalsJeff pytlinskiSchwab advisor servicesWipfli insurance servicesCetera 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 statesPhilipp heckerGreg friedmanGavin spitznerDoug fritzMarty bicknellGreg quentalShannon euseyWhat you needBento enginePresident greg quentalMariner wealth advisorsBeacon pointe advisorsWealthspire advisorsWealth 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 yorkUnited statesPhilipp heckerGreg friedmanDoug fritzMarty bicknellDiego galanRaymond jamesShannon euseyJen goldmanGavin spitznerAnton honikmanJeffrey waldGregory quentalKelly waltrichAndy 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 knochDoug fritzMarty bicknellEnvestnet apisNatalie wolfsenJim dilworthShannon euseyJim dilworth veritiKelly waltrichFirst trust capital partnersRiskalyze fintech fiveTrust capital partnersVeriti management

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