Joel Bruckenstein

January 24, 2023

Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience

The partnership will support advisors as they pivot toward a more memorable, impactful and deeply personal financial planning experience.
January 24, 2023

Elements Receives $5 Million in Funding from Flyover Capital

Seed round extension will further Elements' efforts to grow its client base and provide more innovative services
January 19, 2023

Featured speakers and agenda announced for T3 Technology Tools for Today Conference in Tampa, March 13-16, 2023

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 […]
January 11, 2023

RISA and the Retirement Income Institute Release Groundbreaking Three-Part Research Series

Focused on consumer preferences, this empirically validated research offers a new way forward for retirement income planning
December 15, 2022

STP Investment Services Acquires Leading Family Office and Wealth Advisory Fintech Solution, WealthSite

The acquisition brings STP’s AUA to over $400B and will accelerate the technology roadmap of the firm’s proprietary BluePrint™ platform
December 1, 2022

Linda Bready Named President of OnTrajectory

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 […]
November 21, 2022

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.
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