In today's environment, even the best advisors and financial planners can be hamstrung if thetechnology they turn to on a daily basis isn't getting the job done.
With wealthtechrapidly evolving and rising in overall importance, FP is on a mission to better understand how industry leaders are selecting their stacks, and what solutions they consider to be true game changers.
"Show Me Your Stack" is the name of a FP series where we catch up with advisors to talk all things tech.
In our inaugural edition, Andrew Altfest, president of New York-based RIA Altfest Personal Wealth Management and CEO of FP Alpha, gives his thoughts on the magic number of tools he believes an advisor needs.
He also gives his take on why now is the most exciting time to be an advisor.
"I think it's this focus on advisors being the general physicians of finance. That's what we're trying to do and what we aspire to do," he said. "And that's what we see other advisors doing as well."
Also new this week, Craig Iskowitz and Joel Bruckenstein talk tech at Future Proof 2023; how to safeguard your firm against disruptive tech trends; and why firms are struggling with the SEC's new cybersecurity rules.
Check out all those stories and more, only at Financial Planning.
Anything else on your mind? Drop me a line at [email protected]. Have a great weekend, everyone!
Regards,
Justin | | Justin Mack
Reporter, Financial Planning
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| By Justin L. Mack | In the first edition of a new wealthtech series from Financial Planning, FP Alpha CEO Andrew Altfest talks about the magic number of solutions an advisor should rely on while showing us his stack. Read story → |
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| | | By Justin L. Mack | A new study from Envestnet looks at how end-to-end platforms, holistic advice and AI are moving the industry forward. Read story → |
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| | | By Justin L. Mack | The hottest topic in tech over the past 12 months had a major presence in the world of financial services. Read story → |
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| | | By Staff report | From top brokers and broker pay to succession planning, advising for Medicare, ChatGPT and our coverage of the independent space, these are the biggest stories FP published in the last year. Read story → |
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| These short demos showcase new capabilities to improve workflow and client interactions, and grow your firm. Watch now → |
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| | | By Justin L. Mack 2 min read | The founder and CEO of Ezra Group says having a California beach as your conference backdrop has the power to spark some truly interesting conversations. Read story → |
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