Joel Bruckenstein

November 21, 2022 Acquires C-Suite Social Media, Appoints Tina Powell Partner, Chief Growth Officer announced today that it has acquired C-Suite Social Media, an all-in-one digital marketing and social media agency supporting the financial services sector. Together, and C-Suite Social Media will bring a markedly enhanced experience to their current and prospective client bases. Terms of the deal are not disclosed.
November 21, 2022

Revolutionary Retirement Income Style Awareness (RISA) Assessment Founders Announce Formation of Advisory Board Packed with Industry Heavy Hitters, Plan Go-To-Market for January 2023

Founded by retirement income legends Wade Pfau and Alex Murguia, the RISA has already built successful partnerships with Orion, Pacific Life and DPL.
November 16, 2022

FP Alpha, the AI-driven Advanced Planning Software, Releases Second Generation Tax Projection Tool

The Tax Projector, providing advisors the ability to project and compare various tax scenarios and strategies for their clients, simply by uploading their tax documents.
November 10, 2022

SEI Enhances SEI Wealth Platform with Unified Managed Household Capabilities from LifeYield

New Service Helps Wealth Managers Address Investors’ Increasing Portfolio Complexity
November 2, 2022

Envestnet Rolls Out Enhancements Across Its Ecosystem, Giving Advisors Greater Visibility Into Clients’ Finances

Updates Throughout Q3 Include New Reporting Views, Prospecting Capabilities, Debt Consolidation Strategies, Portfolio Products & Partner Integrations, to Further Bolster the Intelligent Financial Life™
October 31, 2022

Hubly Releases Intelligent Automatic Task Assignment

Hubly announces new product feature that improves the flow of work within financial advisory teams.
October 27, 2022

FMG and Catchlight Partner to Give Financial Advisors an “Easy Button” to Deliver Personalized Prospect Communications

AI-driven insights surface compelling content tailored for each lead, accelerating business development. In a turbulent market environment, financial advisors need sustainable growth through predictable business development […]
October 25, 2022

NAPFA Announces Interim CEO

The NAPFA Board of Directors is pleased to announce that Leslie M. Stokes will serve as NAPFA’s Interim CEO.
October 24, 2022

Fidelity® Expands Direct Indexing Product Lineup With Rollout of Fidelity Institutional Custom SMAs

Growing Custom SMA lineup builds on Fidelity’s commitment to delivering better outcomes and providing the best end-to-end experience to meet client needs for today and in the future
October 20, 2022

Private Advisor Group Introduces WealthSuite Investment Platform for Advisors

Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has introduced WealthSuite, a new investment management platform. Exclusive to its network of over 750 financial advisors, the platform aims to drive efficiency for advisors and an improved investor experience.