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…

Three Estate Planning To-Dos For Before Year’s EndWe’re AI optimists when it comes to financial advice — here’s whySoftware tools for getting tax planning done with Andrew AltfestAn AI Solution For Personalized Advising

In today’s podcast, Doug talked with Andrew about his background and how he got the idea for this innovative product. They also discussed: Andrew’s background growing up in a family of advisors, the solutions FP Alpha provides to advisors and the journey of its creation, why tax planning and estate planning are key areas to providing holistic advice, and more.

The Wealth Management Firm of the Future: FP Alpha’s Andrew Altfest on AI’s Role in Financial Advice

In this episode of NEXT, Mark Bruno, managing director at Informa Wealth Management, speaks with Andrew Altfest, president of Altfest Personal Wealth Management and founder and CEO of FP Alpha, about how technology is reshaping financial advice and the delivery of wealth management services to clients.