May 26, 2023

tru Independence selects Lumiant and Advyzon for their new EAS Platform

tru Independence, a $9 billion national independent advisory community, announced the launch of truView, which will power a new Experience As a Service (EAS) platform. tru […]
May 19, 2023

Income Lab, the retirement income management software provider, launches Retirement Stress Test tool for Financial Advisors

Income Lab, a provider of retirement income management software, has announced the launch of a new tool for stress-testing retirement income plans. Designed for financial advisors, […]
May 19, 2023

FMG Enhances Offering, Spurring Growth

 FMG Suite, an SaaS company specializing in marketing content, automation, and websites for financial advisors, has announced that it has achieved 400% growth of its enterprise […]
May 16, 2023

Advyzon and TradePMR Launch Expanded Integration to Enhance Connectivity Between the Top-Rated RIA Platforms

TradePMR, a technology and custodial services provider for registered investment advisers (RIAs), announced an expanded technology integration with Advyzon, an all-in-one, cloud-based financial advisor technology platform. The integration is […]
May 3, 2023

Michael Kitces and Shawna Ohm Get Real at the T3 Conference in Tampa

Everything you (n)ever wanted to know about Michael Kitces’ iconic blue shirt, presentation logic and topics for Kitces.com