Big moves
eMoney Advisor has ensured advisors are all prepped for the filing season by releasing new tax planning features. The additional capabilities will let the clients see how tax strategies can affect their financial plans. In a few clicks, a client will be able to see the touchpoints between their tax bracket floor, the tax base for the year, and the taxable parts under Roth conversion.
The features, complementing the Total Taxes Report tool eMoney released earlier, will allow advisors to add real-time dynamics and clarity into conversations with their clients.
Read more here.
The Fintech world was devastated to hear about the death of Gavin Spitzner, Wealth Consulting Partners President and an outstanding consultant. He died from acute myeloid leukemia (AML) this Monday at 57.
Financial industry leaders like Envestnet, Merrill Lynch, and other companies will remember Spitzner as a brilliant professional.
At INSART, we will remember him as an ardent Fintech champion and an innovative thinker, always ready to push the limits of the financial industry. We were honored to invite him for an interview where he shared his outlook on the advisor’s role in the future.
Read more here.
Mike Zebrowski joins Docupace as a Chief Operating Officer. Zebrowski will oversee a wide range of the company’s teams, from product and relationship management to legal.
This appointment is another one in the sequence of senior hires Docupace made throughout 2022, which has been rich in events: multiple acquisitions, new product releases, awards, and acknowledgments cemented Docupaces premier position in the Wealthtech industry.
Read more here.
Next read: WealthTech Insights #56 with Gavin Spitzner
→ Read the interview
Orion Advisor Solutions will support the ones who cannot afford professional financial advice and planning. Through extensive financing of the Foundation for Financial Planning (FFP), which Orion announced this Monday, the company aims to spread financial literacy among those who need it most.
Over a quarter of a century in operation, the FFP charity has helped more than 600,000 people lead better financial lives.
Read more here.
Digital bank Zopa netted £75m, solidifying its unicorn status as it readies for a growth and acquisition leap. The valuation is undisclosed, but Zopa’s chief has mentioned the support from the investors’ side is significant amid the market slump.
Read more here.
Bird’s eye survey
Financial Planning reveals this year’s list of Top 40 Brokers Under 40. Apart from the best industry professionals, the list features advice on retaining such talents amid the fierce fight for specialists.
Read more here.
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INSART is a Fintech engineering partner who gets to the core and polishes every detail when developing Fintech solutions, integrating the best of traditions into innovations.
- We assemble dedicated teams for Fintech projects and manage them long-term.
- A thorough understanding of financial concepts helps our developers build best-in-class gear.
- By fostering a culture of financial literacy across the company, we make our team grow professionally and improve their financial well-being.
Fact: our expertise saves you at least 25% of the time compared to teams inexperienced in the business domain area. Contact Vasyl Soloshchuk or schedule a call with one of our tech experts to learn more. See you on the innovation side!
