FP Alpha with Andrew Altfest | E172
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, int…
Episode 47–Being Agile in 2020 w/Andrew Altfest
Robert Powell, editor of Retirement Daily at The Street, interviews Andrew Altfest, CFP®, President, Altfest Personal Wealth Management, Founder and CEO at FP Alpha.
The Wealth Management Firm of the Future: Andrew Altfest on AI’s Role in the Future of Financial Advice
Artificial intelligence has become a mainstream tool everywhere, from Siri and Alexa to trend monitoring software for Netflix. How can financial advisors leverage this technology to grow their business?
In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks wit…
Episode 104 – An AI Solution For Personalized Advising – With Andrew Altfest
Andrew Altfest is the founder and CEO of FP Alpha, the first AI driven, comprehensive financial planning solution that enables advisors to provide actionable and personalized recommendations to clients across over 15 financial planning disciplines.
In today’s podcast, Doug talked with Andrew abou…
Wealthies Circle Podcast: AI Use Cases in Wealth Management
The potential for leveraging artificial intelligence in wealth management has been discussed and debated for years. Is it really just artificial and not intelligent? Or are there real use cases for deploying this advanced and still emerging technology to better work with clients and gain operationa…
The WealthStack Podcast: How Technology Can Bridge the Gap in Underserved Areas of Financial Planning
Investors are looking for more complex advice, so how is technology helping bridge the gap in areas of financial planning that are currently underserved, like estate and tax planning? In this episode, Shannon Rosic, director of WealthStack Content and Solutions, speaks with Andrew Altfest, CFP®, C…
Software tools for getting tax planning done with Andrew Altfest
One of the most common questions Steven gets is "what software tools can help me get tax planning done". In this week's episode Steven is joined by the Founder and CEO of FP Alpha, Andrew Altfest, to explore that question. Andrew is the President of his own RIA so everything FP Alpha does from a so…
How AI is Transforming Wealth Management
Andrew Altfest has had a unique journey through the advisory profession. He joined the firm founded by his father, Lew Altfest, and rose to become president of Altfest Personal Wealth Management. He then founded the technology firm, FP Alpha, and became its CEO. Andrew will walk us through his jou…
Andrew Altfest: AI and the Evolution of the Advisor Value Proposition
In this episode of Focused on the Future, industry veteran Suzanne Siracuse sits down with Andrew Altfest, president of Altfest Personal Wealth Management and founder of FP Alpha, to explore the transformative power of AI in financial advising and how it’s reshaping the advisor’s value proposition.…
FP Alpha Revisited with Andrew Altfest | E343
In this episode of Fintech Impact, Jason welcomes Andrew Altfest of FP Alpha, an innovative platform at the intersection of artificial intelligence (AI) and financial planning. Andrew discusses FP Alpha's mission to automate advanced planning for financial advisors, democratizing services previousl…
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