Rob Burgess - Profile and Journalist Details
Find journalists that align with your industry, location and vision. Unlock Rob Burgess's full journalist profile, including location, coverage topics, current employer, biography and preferences. Sign up today and start building journalist relationships that fuel your startup's growth.
Get connected with journalists today
Rob Burgess
Verified
Reporter, Financial Planning
Noblesville, Wabash
Beats
Consumer technology
I don't write news stories
Content
By Rob Burgess Verified| Financial Planning Verified A year ago this month, Dani Fava began her current role as at the Carson Group. Before that she held executive positions at firms including Envestnet and TD Ameritrade. For a significant portion of her nearly quarter century in the wealth management industry, the self-described "techno-optimist" has been heavily involved in the implementation of artificial intelligence. Lately, Fava has been focusing on using AI to increase both the number and net worth of the households Carson Group can serve.
By Rob Burgess Verified| Financial Planning Verified For many families, money is such a fraught issue that people would literally rather take the reasoning for their estate planning decisions to their graves than discuss them beforehand. This lack of candor is sure to cause hurt feelings and even costly litigation when assets are inevitably acrimoniously divided among the remaining family members. But for advisors who facilitate effective communication between client families ahead of time, the process can instead bond them even closer.
By Rob Burgess Verified| Financial Planning Verified A year ago this month, Dani Fava began her current role as at the Carson Group. Before that she held executive positions at firms including Envestnet and TD Ameritrade. For a significant portion of her nearly quarter century in the wealth management industry, the self-described "techno-optimist" has been heavily involved in the implementation of artificial intelligence. Lately, Fava has been focusing on using AI to increase both the number and net worth of the households Carson Group can serve.
Company Info
Financial Planning
Financial Planning is the leading resource for news, analysis, insights and data for financial advisors across the independent, wirehouse and bank channels. We deliver the essential information, strategies and tools planners need to build and grow thriving practices, position their firms against competitive threats, meet regulatory requirements and best serve their clients.
'+1 212-803-8200
Founded: 1969