April 15, 2021

FP Alpha Celebrates “Tax Day” With Release of Roth Conversion Simulator

A Simple, Elegant Solution to the Roth Conversion Calculation By Joel Bruckenstein, CFP Although we have a reprieve until May this year, April 15th is traditionally […]
February 18, 2020
T3 Tech News Banner

Andrew Altfest Launches New AI-Driven Advisor Technology, FP Alpha

FP Alpha, an AI-powered technology solution for financial advisors, was launched today by Andrew Altfest, President of Altfest Personal Wealth Management. FP Alpha is the first […]