Press News

Rebirth of the Proactive Advisor with Philipp Hecker & Dr. Meg Lurtz (Ep 22)

Does timing matter when it comes to giving advice? So much of our lives are defined by age and time-related milestones.

Bento Engine Launches Children & Wealth Program to Educate the Next Generation

Bento Engine Launches Children & Wealth Program to Educate the Next Generation…

The Value of Advice Beyond Investing

Results indicate that clients do in fact value comprehensive advice…

Envestnet, FNZ Partner on Wealth Platform: Tech Roundup

Bento Engine launched a new offering focused on Life Events….

Smart Techniques To Communicate With Stressed Clients

His company provides technology integration, with specific compliance-ready…

Bento Engine Scores $1.1 Million in Seed Funding

Bento Engine, a fintech company that mines CRM data and alerts advisors…

Two ex-J. P. Morgan top wealth management overlords debut Bento Engine by raising $1 million from RIA power influencers who see a micro-investment solving a macro RIA problem

Marty Bicknell, Andy Putterman, Kelly Waltrich and Shannon Eusey lead a list of RIA biz angels…

The Importance Of Leading With Financial Advice Beyond Investing

When you think of financial advice, what first comes to mind?

Reflections on Michael Kitces’ fintech map

The expansion of the map over the last five years shows the innovation…

Bento Engine CEO Discusses New Children’s Financial Education Program

Wealthtech firm Bento Engine recently announced the launch of a new program…

Preparing advisors for the great wealth transfer...

How does giving a child a piggy bank at 4 years old make them…

The Latest In Financial #AdvisorTech (July 2022)

This month’s edition kicks off with the big news that Charles Schwab agreed to pay …