Advyzon recently achieved high client satisfaction ratings and showed significant increase in market share across multiple categories in the 2022 T3 / Inside Information Software Survey. The results of the annual technology survey and report, produced by Joel Bruckenstein of T3 Technology Tools for Today and Bob Veres of Inside Information, were unveiled and presented live at the recent T3 Advisor Conference, which took place May 2nd – 4th in Denton, Texas and saw nearly 1,000 total attendees.

Stone Wealth Management, an independently-owned and operated financial planning and SEC Registered Investment Advisory firm, announced that wealth advisor Antonio Tovar has been approved to use the CFP® mark of distinction. In addition, the firm was named to a list of top financial planning firms in Austin, and a has added new Austin native to the firm.

Holistiplan announced their #1 top ranking in the 2022 T3/Inside Information Software Survey report. The results of this much-anticipated survey were presented live at the T3 Technology Conference in Denton, TX. In their category, Holistiplan had the biggest market share, the highest satisfaction rating, and the highest number of financial professionals considering it. This is the third time, in both the  T3/Inside Information Software Survey and the Kitces Research Technology Study, Holistiplan has been ranked #1 in as many years of being in business.

Incedo, Inc. announced the lineup of events they will be hosting at the T3 – Tools and Technology for Today conference. This perennial favorite with financial advisors, wealth managers, and financial services executives will be held at the Denton Convention Center in Denton, Texas with May 2 - 4, 2022 focused on financial advisor attendees and May 5, 2022 focused on financial service enterprises.  

The Alliance of Comprehensive Planners (ACP), the nation’s leading community of tax-focused financial planners who provide comprehensive wealth building strategies for their clients on a commission-free retainer basis, has announced the featured speakers and agenda for their in-person conference this fall. The event will be held September 28-October 1, 2022 at the Hilton Minneapolis, MN

​HCR Wealth Advisors recently won multiple awards within the Los Angeles community. Three senior executives – Greg Heller, CFP®, Founder and CEO; Steve Weinberger, Senior Managing Director; and Michelle Katzen, CFP®, CDFA®, Managing Director – were named “Leaders of Influence” among Wealth Managers in Los Angeles in the Los Angeles Business Journal, as well as “Finance Visionaries” in the Los Angeles Times’ Banking & Finance Magazine. In addition, Katzen was listed among “Women of Influence” in Finance in the Los Angeles Business Journal.

Holistiplan announced reaching 10,000 users on their tax software platform. Holistiplan helps financial advisors systematize and automate the process of reviewing a client’s tax return to find potential planning opportunities. To celebrate this milestone, Holistiplan is launching a new two-part public service initiative: part one is to serve advisors assisting pro bono clients, and part two is to provide 10,000 meals to No Kid Hungry.

James Bogart, CEO and President of Bogart Wealth,  was recently named a Top Financial Advisor in annual lists released by both Barron’s and Forbes. In Barron’s, Bogart was named one of America’s 2022 Top 1,200 Financial Advisors and a Best-In-State Wealth Advisor, ranking #12 overall in the state of Virginia. In Forbes, Bogart was listed as a Forbes Top Advisor and named a 2022 Best-In-State Wealth Advisor, also ranking #12 overall in the state of Virginia.

Investments & Wealth Institute released their 2021 Impact Report focused on the organization’s initiatives to support Diversity, Equity and Inclusion (DE&I) in the financial services industry. The Institute saw a 21% growth in the number of CIMA®, CPWA® and RMA® applicants in 2021 (over the previous year). Included in the growth, and supported by the Institute’s DE&I initiatives, is an 18% growth in women applicants; a 43% increase in Latinx applicants; and a 262% increase in the number of African American/Black applicants.   

Bogart Wealth, recently announced that they were listed in the InvestmentNews 2022 Best Places to Work for Financial Advisers rankings. Currently in its fifth year, the program recognizes financial advice businesses that create meaningful work experiences for all their professionals and value a commitment of excellence to both their employees and clients.

​Integrated Financial Group (IFG), was recently named a Top Workplace in Atlanta for 2022 by the Atlanta Journal Constitution (AJC), an award for which they’ve been a recipient every year since 2015. In addition, IFG’s CEO, Land Bridgers, won a special individual award in the Leadership category in the 2022 awards. Both awards were presented to IFG during the AJC’s 12th annual Top Workplaces awards ceremony, which took place on Thursday, March 10, 2022.

​​Redi2 Technologies, Inc., a leading provider of revenue management and hosted fee-billing solutions in the global financial services industry, announced it has partnered with software intelligence company Dynatrace® to provide Redi2 Revenue Manager™ clients with enhanced real-time, smart monitoring and performance capabilities.

Cofounders Jeff Berman, Sue Oleari, and Paul Tromp announce the launch of Trifecta Capital Advisors (Trifecta), an SEC Registered Investment Advisory firm based in Northbrook, IL. This independently owned and operated firm is dedicated to providing an integrated approach to money management and financial well-being. Prior to founding the new firm, the three principals worked together in the Chicago Wealth Management Region of BMO Private Bank (BMO), which oversaw $6.6B in client assets.