The big T3 Technology Conference is right around the corner! I hope you will join us March 13-16, 2023 in sunny Tampa, Florida. The Preliminary Agenda […]
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.
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.