Tag Archives: #Personalization

Episode 104 – An AI Solution For Personalized Advising – With Andrew Altfest

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

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 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
  • How Andrew and his firm have used FP Alpha for personalization
  • AI’s impact on personalization and how advisors do business
  • Why Andrew decided to offer his solution to the industry instead of keeping it for his firm

Resources: FP Alpha 



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Episode 95 – The Power of Personalization for Financial Services – With Helen Yang

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

Helen is the CEO and founder of Andes Wealth Technologies, a resource that combines behavioral finance with risk analytics to empower financial advisors to differentiate, satisfy Reg BI, and deliver hyper-personalized service.

In today’s episode, Doug and Helen talk about the importance of carefully examining each step in a financial service process, starting from the very beginning. They also discuss

  • How risk tolerance has changed and become a more direct process
  • What financial advisors should do to approach behavioral finance and investor emotions
  • How Andes Wealth Technologies caters their research and tactics to offer personalization
  • What makes Andes Wealth Technologies different from other wealth management companies

Resources:  Andes Wealth Technologies

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Episode 94 – The Impact of Technology on Personal Finance – With Dani Fava

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

Dani Fava is the Head of Strategic Development at Envestnet, a company whose mission is to empower advisors and financial service providers with innovative technology, solutions and intelligence to make financial wellness a reality for everyone.

Doug and Dani sat down at the Envestnet Advisor Summit and talked about the changing landscape of personal finance and the impact of technological growth. They also discuss

  • The challenges being faced by the changes in personal finance
  • How different generations spend differently
  • What personalization means to Dani
  • Why embedded finance deserves a focus
  • What role embedded finance plays in an intelligent financial life

Resources: Envestnet 



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Episode 72 – Data Can Help You Provide Quality Advice – With Matthew Radgowski

Advisorpedia, Finance, Industry Innovators, Power Your Advice, , , , , , , , ,

Matthew Radgowski is head of Advisor Services at Morningstar. Morningstar Advisor Services helps financial advisors harvest the power of Morningstar data and research and integrate it in the way they work.  

Doug and Matt sat down at the FSI OneVoice Summit and talked about Morningstar Advisor Services and their primary focus on discovering key trends that impact the delivery of advice and then delivering solutions that help advisors deliver quality advice to investors. They also discuss:

  • Key themes in today’s industry
  • Important regulatory trends and observations
  • Technology enabling hyper-personalization of client porfolios
  • Competition in the industry
  • How data can empower advisors to deliver quality advice

Resources:  Morningstar| Flyer Financial Technology

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