FP Alpha launches Planning-Led Prospect Engagement tool for advisors, The Prospect Accelerator Investment News – (November 2021)
Riskalyze | Press Release: FP Alpha Integration Improves Financial Advice Quality Through AIRiskalyze | Press Release: FP Alpha Integration Improves Financial Advice Quality Through AI Riskalyze – (November 2021)
How to Prove the ROI of Holistic Financial PlanningHow to Prove the ROI of Holistic Financial Planning Advisor Perspectives – (November 2021)
AI-Driven Retirement Planning Gets Boost with Riskalyze-FP Alpha IntegrationAI-Driven Retirement Planning Gets Boost with Riskalyze-FP Alpha Integration 401k Specialist – (November 2021)
Fintech Firm FP Alpha Brings AI to Estate PlanningFintech 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)
