FP Alpha with Andrew Altfest | E172 Jason Pereira Ca – (May 2021)

How Firms Can Evolve for the Future Before It Arrives Advisor Perspectives – (May 2021)

FP Alpha Celebrates “Tax Day” With Release of Roth Conversion Simulator Technology Tools for Today – (April 2021)

Advisors Discover Exciting New Technologies, Financial Planning Tools In A Turbulent Year Investor’s Business Daily – (April 2021)

Good News for Advisors: The Future of Financial Planning Is Intelligent Financial Advisor – (April 2021) In business, it’s often said that if you don’t innovate, you’ll be left behind. Now more than ever, financial advisors are having to face that truth. It’s plain to see that our industry is changing, and a renaissance of […]

RIA-Founded Fintech Introduces Next-Generation Tax Planning Tool Financial Advisor – (March 2021)