November 21, 2022
Published by T3NewsADM at November 21, 2022
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Intention.ly Acquires C-Suite Social Media, Appoints Tina Powell Partner, Chief Growth Officer

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.
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November 21, 2022
Published by T3NewsADM at November 21, 2022
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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.
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November 16, 2022
Published by T3NewsADM at November 16, 2022
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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.
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November 10, 2022
Published by T3NewsADM at November 10, 2022
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SEI Enhances SEI Wealth Platform with Unified Managed Household Capabilities from LifeYield

New Service Helps Wealth Managers Address Investors’ Increasing Portfolio Complexity
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November 2, 2022
Published by T3NewsADM at November 2, 2022
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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™
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