Shows
Fintech ImpactFP Alpha Revisited with Andrew Altfest | E343In 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 previously available only to the wealthiest clients through specialized teams. The platform has evolved to offer a comprehensive suite of tools for advisors, including estate planning, tax scenario comparisons, and integration with other financial tech tools, aiming to make the planning process more efficient and effective. Jason and Andrew delve into the challenges and triumphs of developing and scaling...2024-10-0136 min
Focused on the FutureAndrew Altfest: AI and the Evolution of the Advisor Value PropositionIn 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. Specifically, Andrew discusses: His early exposure to the world … Read More Read More2024-05-1536 min
Gaining PerspectiveHow 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 journey to become an advisor and how that experience led to the creation and evolution of FP Alpha. The expectations of advisors and their clients continue to change, which is what led to the introduction of advanced technologies based on AI. This allows firms to scale their practices with innovative t...2023-10-2630 min
Retirement Tax Services PodcastSoftware tools for getting tax planning done with Andrew AltfestOne 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 software standpoint is built on real world experience serving clients. Andrew shares what led him to create a software solution, how it has evolved and some of what is coming next. The audio and if you are a visual learner you'll have the chance...2023-09-2527 min
The WealthStack PodcastThe WealthStack Podcast: How Technology Can Bridge the Gap in Underserved Areas of Financial PlanningInvestors 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®, CEO and Founder of FP Alpha, to learn how his … Read More Read More2023-05-1945 min
Wealthies CircleWealthies Circle Podcast: AI Use Cases in Wealth ManagementThe 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 operational leverage?
Join our esteemed group of experts building out these AI applications as they discuss how you can run a better business, delight clients and streamline your operations.
Our Panelists:
Andrew Altfest, Founder and CEO, FP Alpha
Niharika Shah, EVP, Chief Growth Officer, TIFIN Wealth
2022-11-1831 min
Power Your AdviceEpisode 104 – An AI Solution For Personalized Advising – With Andrew AltfestAndrew 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. … Continue reading Episode 104 – An AI Solution For Personalized Advising – With Andrew Altfest →2022-08-1125 min
In the SuiteEP 68 Blazing the Fee-Only Financial Planning Trail for Women with Dr. Karen C. Altfest, Ph.D., CFP®, Principal Advisor & Executive Vice President, Altfest Personal Wealth ManagementSend us a textWe are so honored and excited to have the iconic Dr. Karen Altfest In the Suite! Karen is a Principal Adviser and executive vice president at Altfest Personal Wealth Management, a fee-only financial planning and investment management boutique firm in New York. Altfest Personal Wealth Management is a company she runs with her husband Lew and their son Andrew. Her team manages over a billion dollars in client assets. Throughout her 30-year career, Karen has blazed a trail in fee-only financial planning for women. With a Ph.D. in history and CF...2022-08-0850 min
Next Podcast: The Wealth Management Firm of the FutureThe Wealth Management Firm of the Future: Andrew Altfest on AI’s Role in the Future of Financial AdviceArtificial 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 with Andrew Altfest, President of Altfest and Founder and CEO of FP Alpha, about how technology is reshaping financial advice and the delivery of wealth management services to clients.
Specifically, Mark and Andrew discuss:
How AI can be used to make complex estate planning and trust issues more efficient
Popular digital m...2022-07-2134 min
Fintech ImpactFP Alpha with Andrew Altfest | E172In 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.Episode Highlights:01.16: Andrew Altfest talks about his inspiration to launch FP Alpha. In 2015 one of his advisors was asked this question “How are you different than a Robo-Advisor?”02.11: FP Alpha provides a premium wealth management experience to clients; the fee justifies the value-add service that they prov...2021-05-0429 min
Framework with Ana Trujillo LimónBuilding a Legacy and Creating a Foundation for the Future of Financial Services With Andrew AltfestThis week, Jamie Hopkins talks with Andrew Altfest, CFP®, the president of Altfest Personal Wealth Management and the founder and CEO of FP Alpha, about his experience learning from a legacy, enhancing that legacy with technology, and creating a foundation for the future of financial services.You can find show notes and other information at CarsonGroup.com/Framework.2020-08-2646 min
The Exceptional Advisor PodcastEpisode 47–Being Agile in 2020 w/Andrew AltfestRobert Powell, editor of Retirement Daily at The Street, interviews Andrew Altfest, CFP®, President, Altfest Personal Wealth Management, Founder and CEO at FP Alpha.2020-07-1344 min
Financial Advisor SuccessEp 134: Positioning A Family-Owned Advisory Business For The Next Generation Of Growth with Andrew AltfestAndrew Altfest is the president of Altfest Personal Wealth Management, an independent RIA based in New York City that oversees $1.3 billion for nearly 600 affluent clients. Andrew has become the second-generation leader in his family’s business, which was started by his parents, and he joins the show to discuss the dynamics of a family business and how he is positioning the firm for the future. In this episode, Andrew explains what ultimately changed his mind about pursuing a career at his parents’ firm—something he was not initially planning to do. You’ll learn what it’s like worki...2019-07-231h 35