Blog Archives

Stearns Financial Group Hires Kurt Geldner to Lead Business Owner Services

3/31/2023

Stearns Financial Group (SFG) announced the hiring of business performance and development veteran, Kurt Geldner, as Director of the Stearns Financial Business Owner Services (BOSS) practice. Geldner joins Stearns with over 20 years of experience in the start-up, early-stage, and small business markets. In his new role, Geldner is responsible for expanding opportunities and further enhancing assessment, planning and growth services for business owner clients.

Advyzon Named Best All-In-One Software Solution in 2023 Advisor Software Survey from T3 Technology Tools for Today and Inside Information

3/30/2023

Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, achieved high client satisfaction ratings and showed significant increase in market share across multiple categories in the 2023 T3 / Inside Information Software Survey – including earning the highest rating in the All-In-One Software category for the sixth year in a row.

Paul Peeler, Founder of The Preparedness Project, Named Integrated Financial Group’s 2023 Stewardship Award Winner

3/28/2023

The Preparedness Project, an initiative founded by financial advisor Paul Peeler that provides specialized planning support for Serious Mental Illness (SMI) caregivers and their families, announced that he was named the recipient of Integrated Financial Group's 2023 Lorie Moore & Chuck Nida Stewardship Award.

T3 and ActiFi Announce Groundbreaking Partnership

3/14/2023

Technology Tools for Today (T3) and ActiFi, two leading names in the financial services industry, have joined forces to provide financial institutions and their advisors with a powerful, digital technology evaluation and utilization platform. This platform is the first of its kind, offering affordable and comprehensive digital selection processes for technology vendors, along with expert guidance on how to more effectively utilize vendor solutions.

Advyzon Investment Management (AIM) Launches Model Marketplace, ‘Nucleus’

3/14/2023

Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the Advyzon umbrella, announced while at the T3 Technology Tools for Today conference being held in Tampa yesterday that they are launching their new model marketplace called Nucleus. Nucleus will be fully integrated into the comprehensive, award-winning Advyzon platform built on single source code.

Incedo to Reveal Results of the Wealth Management Industry Data Readiness Survey at T3 Conference in Tampa

3/13/2023

Incedo, Inc. will announce the results of the recent T3/Incedo Data Readiness survey at the Tools and Technology for Today (T3) conference during their scheduled session, Tuesday, March 14, 2023 at 9:25 a.m.. Incedo CEO Nitin Seth will talk about whether wealth management firms are ready to win in a Data-First World.

HCR Wealth Advisors Releases Inheritor’s Guide, Detailing Actionable Steps to Take After Receiving a Financial Windfall

3/7/2023

HCR Wealth Advisors (HCR) announced the release of their Inheritor's Guide, an educational resource and comprehensive report designed to help inheritors and others who have come into sudden wealth determine what to do and what not to do after receiving a financial windfall.

Bogart Wealth Launches Advisor Growth Track, a Training Program for Emerging Talent and Experienced Financial Advisors

3/1/2023

Bogart Wealth announced the launch of Advisor Growth Track, a professional growth and training program for both emerging talent and experienced financial advisors that takes place in conjunction with employment at Bogart Wealth.

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