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Redi2’s BillFin™ Now Available on the Raymond James RIA & Custody Services Platform

5/25/2021

Redi2 Technologies, Inc., the premier provider of hosted fee billing and revenue management solutions to the global financial services industry, announced that Registered Investment Advisors (RIAs) partnering with with Raymond James’ RIA & Custody Services (RCS) division will now have access to Redi2’s BillFin™ advanced fee billing solution. Advisors will have the option to use BillFin directly from their Raymond James advisor portal with a click of a button.

Austin-Based Stone Wealth Management Opens New Office, Makes Top Advisor List, Hones in on Specialties and Adds Staff

5/11/2021

Stone Wealth Management announced they are now situated in their new office space at 4210 Spicewood Springs Rd, Bld. E in Austin, TX. The new office space will allow the firm to add more staff, host more events, and meet client demands. In addition, the firm was named to a list of top financial planning firms in Austin, specialties have been declared, and a new graduate of Texas Tech’s Personal Financial Planning program has joined the firm.

T3 and ScratchWorks Team Up for One Big Week in Texas

5/4/2021

Joel Bruckenstein, president of Technology Tools for Today (T3), has launched registration for the T3 Advisor and T3 Enterprise conferences. Formerly run as two separate events at different venues at different times of the year, the post-pandemic plan for 2021 is to run the two events back-to-back beginning Monday September 27 and concluding on Friday, October 1, 2021, in Denton, Texas.

Redi2’s BillFin™ Now Available on the Raymond James RIA & Custody Services Platform

Austin-Based Stone Wealth Management Opens New Office, Makes Top Advisor List, Hones in on Specialties and Adds Staff

T3 and ScratchWorks Team Up for One Big Week in Texas

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