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.

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.

In this 154th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host is interviewed by Guy Anderson about what has been going on for the last 12 months!

In this episode, host Jason Pereira talks to Andrew Altfest – Founder and CEO of FP Alpha, CFP and President of Altfest Personal Wealth Management. FP Alpha is an AI-driven comprehensive wealth management solution that helps advisors identify actionable recommendations to clients in a scalable, intelligent, and cost-efficient manner.

“Financial planning” is a broad umbrella term and can be somewhat ambiguous, covering everything from saving for retirement, Social Security optimization, paying for college, buying a house and much more. And most holistic focused advisors are able to address these issues.

In my 20-plus years as an advisor, one of the most significant ongoing challenges has been proving my value as a financial planner before a prospect commits to becoming a client…