Can This AI-Powered Tool Revolutionize Financial Planning? Morningstar – February 2025

FP Alpha Launches Tax Services As Standalone Product FP Alpha – February 2025

FP Alpha Releases Standalone Tax Service FP Alpha – January 2025

FP Alpha Launches FP Alpha TAX as Standalone Product for Advisors FP Alpha – January 2025

Sirianni: 2024 Wealth Management Outlook AdvisorHub – December 2023

Show Me Your Stack: How many tech tools does an advisor need? FinancialPlanning – December 2023