The ROI of AI: How I Save Time and Deepen Relationships

I believe time is the most valuable resource in wealth management. But too often, it gets consumed by tasks that don’t directly serve clients. Tax returns, insurance policies, and estate documents demand hours of review, leaving less room for the conversations that matter most. Clients don’t hire us to read paperwork. They hire us to […]

The $1M Discrepancy: How FP Alpha Helped Us Catch an Estate Document Inconsistency Before it Became a Problem

At Burt Wealth Advisors, we’ve always believed that technology should enhance, not replace, the human touch in financial planning. A recent experience reminded me just how powerful that combination can be. While reviewing a client’s estate documents using FP Alpha, I noticed something unusual. The platform’s estate planning module, which scans and analyzes legal documents, […]

The Key Question Many Advisors Aren’t Asking

It’s a missed opportunity hiding in plain sight: “What’s your favorite charity?” It may sound basic, but it’s a question we didn’t ask for far too long— and now, we can’t imagine not asking it. As financial advisors, we’re trained to gather buckets of critical information: income, assets, liabilities, estate documents, insurance coverage. But in […]

The T3 announcements that wealth managers should know

The cliché “drinking from a firehose” seems to have been crafted with an event like the 2025 Technology Tools for Today (T3) Conference in Dallas in mind. Attendees of the four-day gathering were treated to a torrent of discussions, presentations and panels on every aspect of the wealth management technology landscape. But among all these […]

Revolutionizing Advanced Planning: How FP Alpha Automates Estate, Tax, and Insurance Planning

FP Alpha is transforming financial planning with AI-driven automation and scenario modeling, making advanced planning accessible and efficient for advisors and their clients. FP Alpha is reshaping the landscape of financial planning by automating complex areas such as estate, tax, and insurance planning, traditionally bogged down by manual processes and non-tech-enabled workflows. Andrew Altfest, CFP®, […]

Can This AI-Powered Tool Revolutionize Financial Planning?

Morningstar put FP Alpha to the test with a real-world case study. Financial advisors excel in general financial planning—determining retirement savings, analyzing portfolio allocations, and projecting cash flows. However, comprehensive financial planning also requires expertise in tax planning, estate planning, and insurance analysis. Since most advisors are not tax experts, estate attorneys, or licensed insurance […]