Fintech Firm FP Alpha Brings AI to Estate Planning Barron’s – (June 2021)
How Bernie Sanders’ 99.5% Act Could Affect Estate Planning and Life InsuranceHow Bernie Sanders’ 99.5% Act Could Affect Estate Planning and Life Insurance Wealth Management – (June 2021)
FP Alpha with Andrew Altfest | E172FP Alpha with Andrew Altfest | E172 Jason Pereira Ca – (May 2021)
How Firms Can Evolve for the Future Before It ArrivesHow Firms Can Evolve for the Future Before It Arrives Advisor Perspectives – (May 2021)
FP Alpha Celebrates “Tax Day” With Release of Roth Conversion SimulatorFP 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 YearAdvisors Discover Exciting New Technologies, Financial Planning Tools In A Turbulent Year Investor’s Business Daily – (April 2021)