Media Source Portal
  • Home
  • Announcements
  • Press Requests

Redi2 Partners with Dynatrace® to Enhance Monitoring and Performance Capabilities

3/23/2022

 
Picture
​​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.
Read More

Advyzon Launches Turnkey Asset Management Program, Advyzon Investment Management (AIM)

3/22/2022

 
Picture
Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, announced the launch of a new turnkey asset management program (TAMP):  Advyzon Investment Management (AIM) . Executives say that this is the natural evolution of Advyzon’s offering based on sentiment gathered via a survey of Advyzon’s advisor client base, as well as listening to their expressed needs over the past several years in ongoing consultative conversations. 
Read More

Chicagoland Trifecta Capital Advisors Launches

3/17/2022

 
Picture
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. 
Read More

Impact Communications Founder and CEO Marie Swift Joins Forbes Agency Council

3/17/2022

 
Picture
Impact Communications, Inc. an award-winning marketing communications firm that has exclusively served independent financial advisors and allied institutions since its founding 1993, announced that its founder and CEO Marie Swift was selected to be a member of the Forbes Agency Council, an invitation-only organization for top business leaders across industries to connect with other entrepreneurs and share their insights on Forbes.com.
Read More

T3 Announces Highly-Anticipated Return of its Annual Advisor Conference and Enterprise Day

3/15/2022

 
Picture
Joel Bruckenstein, President of Technology Tools for Today (T3), has opened registration for the 2022 T3 Advisor Conference and Enterprise Day, marking the return of two of the most popular and valuable events in the annual wealth management calendar. The two events will be held back-to-back this year, providing attendees with an up-close look at the next generation of applications that will shape the future of the industry. The T3 Advisor Conference will be held from May 2 – 4, with T3 Enterprise Day occurring on May 5. Both events will be held at the Embassy Suites by Hilton Denton Convention Center in Denton / Dallas, Texas, and are open to financial services executives who support financial advisors and financial advisors who work directly with clients.
Read More

Stratus Wealth Advisors Ranked as a Top 16 Financial Advisory Firm in Silver Spring, Maryland by Expertise.com

3/15/2022

 
Picture
Stratus Wealth Advisors, a comprehensive financial advisory and investment management firm that specializes in providing succession planning, financial planning, asset management, and business valuation services to independent business owners, was recently listed as one of the Top 16 Financial Advisory firms in Silver Spring, Maryland by Expertise.com.
Read More

Amy Braun-Bostich Named to Forbes’ 2022 Top Women Wealth Advisors Best-In-State List

3/15/2022

 
Picture
Amy Braun-Bostich, Founding Partner and CEO of Braun-Bostich & Associates was named to America’s Top Women Wealth Advisors Best-In-State list for 2022 by Forbes. In Forbes’ sixth annual Top Women Wealth Advisors list, which included 1,377 women advisors from across the country, Braun-Bostich ranked #31 in Pennsylvania.
Read More

Holistiplan Collaborates with Texas Tech School of Financial Planning

3/8/2022

 
Picture
​Holistiplan announced a collaboration with Texas Tech School of Financial Planning (TTU) which allows students complimentary access to Holistiplan as part of their financial planning curriculum. Holistiplan is an award-winning tax planning software for financial advisors, built to systematize and automate the process of reviewing a client’s tax return to find potential planning opportunities. The collaboration with TTU provides students access to tax planning tools as a valuable addition to both their education and preparation for the future.
Read More

    Archives

    May 2025
    April 2025
    March 2025
    February 2025
    January 2025
    December 2024
    November 2024
    October 2024
    September 2024
    August 2024
    July 2024
    June 2024
    May 2024
    April 2024
    March 2024
    February 2024
    January 2024
    December 2023
    November 2023
    October 2023
    September 2023
    August 2023
    July 2023
    June 2023
    May 2023
    April 2023
    March 2023
    February 2023
    January 2023
    December 2022
    November 2022
    October 2022
    September 2022
    August 2022
    July 2022
    June 2022
    May 2022
    April 2022
    March 2022
    February 2022
    January 2022
    December 2021
    November 2021
    October 2021
    September 2021
    August 2021
    July 2021
    June 2021
    May 2021
    April 2021
    March 2021
    February 2021
    January 2021
    December 2020
    November 2020
    October 2020
    September 2020
    August 2020
    July 2020
    June 2020
    May 2020
    April 2020
    March 2020
    February 2020
    January 2020
    November 2019
    October 2019

    Categories

    All
    2024 ACP Conference
    2025 Advyzon Conference
    AdvisorEngine
    Advyzon
    Advyzon Investment Management (AIM)
    Alex Khassa
    Alex Markowitz
    Alliance Of Comprehensive Planners (ACP)
    Allianz
    Alteri Wealth
    Altruist
    Amy Braun-Bostich
    Amy Hamasaki
    Ann J. Shubert
    Apex Advisor Solutions
    Artisan Financial Strategies
    Aspyre Wealth Partners
    Auria
    Balefire
    Benjamin Schiffrin
    BlackRock
    Blue Chip Partners
    BLX
    BLX Internship Program
    Bogart Wealth
    Bogle Tribute
    Braun Bostich
    Braun-Bostich
    Brian Huckstep
    Bridget Grimes
    Brown Miller Wealth Management
    Buckingham Advisors
    Carson Coaching
    Cassandra Kirby
    Center For Financial Planning
    Charles Schwab
    Christophe Gauthron
    ClientFirst Wealth Legacy & Estate Planning
    Clients Blackbox
    ClientWise
    Constellation Wealth Capital (CWC)
    CPAs
    Crux Wealth Advisors
    Danielle White
    Daniel Satchkov
    Derrick Kinney
    Dimensional Fund Advisors
    Dr. Amy Fletcher
    Ed Mahaffy
    Equila Financial
    Equita Financial Network
    Excell Conference
    Ezra Group
    Fidato Wealth
    Financial Independence Planning (FIP)
    Financial Intelligent Allocation Technology
    FINIAT
    FMG Suite
    Hailin Li
    Harry Keller
    HawsGoodwin Wealth
    Henry Zelikovsky
    Hicks Capital Management
    Holistiplan
    ICapital
    Idea Decanter
    Impact Communications
    Indivisible Partners
    Indyfin
    Innovayte
    Institute For The Fiduciary Standard
    Integrated Financial Group
    Intercontinental Wealth Advisors (IWA)
    Invesco Advisers Inc.
    Jack Bogle
    James Bogart
    James Lange
    Jared Keller
    Jason Hester
    Jeff Coyle
    Jeffrey Fuhrman
    John Hoffman
    John Mackowiak
    John O'Connell
    John Thiel
    Jonathan Chandler
    Joseph Peiffer
    Kartik Srinivasan
    Katie Burke
    Kelly Fitzpatrick
    Kevin Knull
    Knut Rostad
    Kwanti
    Laura Corbiani
    Lee Andreatta
    Libretto
    Luis Rosa
    Luminaries
    Lyons & Lyons
    Mainsail Capital Group
    Marie Swift
    Mark Clure
    Marquis Who's Who
    Martin Tarlie
    Mattern Wealth Management
    Michelle Gruber
    Mike Bisaro
    Mike LaMena
    Mountain Wealth Planning
    Myriad Advisor Solutions
    Nebo Wealth
    Nell Cordick
    Olivia Eisinger
    Optima Asset Management
    Oranj
    Paradigm Financial Partners
    Patrick Shaddow
    Paul Peeler
    Phyllis Borzi
    Potomac Fund Management
    Quorum
    Ray Sclafani
    Redi2 Technologies
    Regal Wealth Management
    Rich Cancro
    RightCapital
    RiXtrema
    Robert J. Jackson Jr
    Robert Steinberg
    Rob Rickey
    Samantha Schwimmer
    Scott Smith
    Shawn Tydlaska
    Shehara Wooten
    Snappy Kraken
    Softlab360
    Sora Finance
    Stearns Financial Group
    Stewart Koesten
    StraightLine
    StraightLine Group
    Stratus Wealth Advisors
    Success For Advisors
    Syntax Data
    TaxStatus
    Technology Tools For Today
    The Client Driven Practice
    The Oasis Group
    Timeline
    TradePMR
    Travis Alexander
    Trevor Coyle
    Trivium Point Advisory
    WealthManagement.com
    Wealthspire Advisors LLC
    Your Story Financial

Copyright 2023 Impact Communications, Inc.
Stay Connected:
[email protected]
  • Home
  • Announcements
  • Press Requests