Blog Archives

Redi2 Partners with Dynatrace® to Enhance Monitoring and Performance Capabilities

3/23/2022

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.

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

3/22/2022

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.

Chicagoland Trifecta Capital Advisors Launches

3/17/2022

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.

Impact Communications Founder and CEO Marie Swift Joins Forbes Agency Council

3/17/2022

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.

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

3/15/2022

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.

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

3/15/2022

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.

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

3/15/2022

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.

Holistiplan Collaborates with Texas Tech School of Financial Planning

3/8/2022

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.

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