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Wealth.com raises $65M to become the all-in-one AI software for specialized planning?
3+ mon, 3+ week ago (221+ words) Michael Kitces is Head of Planning Strategy at Focus Partners Wealth, which provides an evidence-based approach to private wealth management for near- and current retirees, and Focus Partners Advisor Solutions, a turnkey wealth management services provider supporting thousands of independent…...
Advisors explain how they ensure their HNW clients meet their cash flow needs
4+ mon, 6+ day ago (508+ words) Just because a person is rich doesn’t mean they have money available. And financial advisors know that better than anybody. Like most Americans, HNW families can occasionally run into cash flow problems. It’s not that they are broke, but tapping…...
Wealthbox announces new AI agents
4+ mon, 2+ week ago (339+ words) And so it's notable that Wealthbox has (finally) begun to ramp up the release of new AI features within its platform, including this month the announcement of an integrated AI Assistant and AI Agent. Meanwhile, Wealthbox's AI Agent is designed…...