2022

The acquisition brings STP’s AUA to over $400B and will accelerate the technology roadmap of the firm’s proprietary BluePrint™ platform

Veteran FinTech Executive to Head Financial-planning Startup By Joel Bruckenstein, CFP OnTrajectory, a cloud-based financial planning tool for financial advisors, enterprises and consumers, has named Linda […]

Intention.ly 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, Intention.ly 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.

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

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.

New Service Helps Wealth Managers Address Investors’ Increasing Portfolio Complexity

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

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

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 […]

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