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Prestige Advisors Attends Dunham Advisory Board Event Focused on the Future of Wealth Management

7/9/2026

Mark Clark, CFP®, CKA®, Founder / Tax and Financial Planner, and Nick Duvall, an Advisor with Prestige Advisors, Inc. (“Prestige”), participated in the two-day 2026 Dunham Advisory Board (DAB) meeting hosted by Dunham & Associates Investment Counsel in San Diego, California. Prestige is a wealth management firm specializing in strategic tax planning, business succession planning, asset protection, and wealth management for business owners, entrepreneurs, and high-net-worth families.

Clark and Duvall were among only ~75 financial professionals from across the country invited to attend. This elite group of professionals gathered to discuss the future of wealth management, client experience, artificial intelligence, cybersecurity, trust planning, and business growth strategies. The theme this year, “Reinvention Ready,” centered on helping advisors adapt to rapid change in the financial services industry while continuing to deliver personalized guidance and long-term value to clients.

Aspyre Wealth Partners Celebrates Team Growth and New Office in Overland Park

7/7/2026

Aspyre Wealth Partners (Aspyre), a fee-only fiduciary financial planning and wealth management firm, announced their move to a newly expanded office space in Overland Park, Kansas, and a year of growth with the addition of six new associates.

The firm's new office, located at 10851 Mastin Street, Suite 1050, provides added room for collaboration, client meetings, and future growth while remaining conveniently located near their previous office. The new office will support Aspyre's continued team growth focused on delivering comprehensive services in a comfortable environment.

National Market Strategist and CNBC Contributor Ryan Detrick to Present July Mid-Year Outlook in Saint Joseph

6/30/2026

Gertsema Wealth Advisors (GWA), an independent SEC Registered Investment Adviser (RIA) and financial planning firm, announced they will host a special Mid-Year Outlook on Wednesday, July 15, featuring Ryan Detrick, CMT, Chief Marketing Strategist at Carson Group. Detrick, who is also a CNBC contributor, is visiting to help local investors and community members better understand what the markets have done so far this year and what may lie ahead.

The event will be held from 12:00 p.m. to 1:30 p.m. at the inspireU Children’s Discovery Center Event Space, 521 Felix Street, St. Joseph, MO 64501, a new, state‑of‑the‑art venue in downtown St. Joseph. Lunch will be provided by Gina’s Cafe and Catering.

Market Risk Composite Rebounds to 8.9, Signaling Improved Market Conditions

6/30/2026

On June 25, 2026, the BX Risk Shield market risk composite rebounded to 8.9 after falling to 5.67 in early April, indicating that the risk of a substantial equity market drawdown has declined meaningfully over the past two months. The latest reading reflects improving market conditions across multiple indicators.

Eight of the underlying indicators are currently Bullish (positive), while one is neutral and none Bearish. The composite has also shifted to favor growth-oriented exposures over value-oriented exposures, reflecting increased confidence in market risk appetite.

Dunham Earns Three Finalist Honors in 2026 InvestmentNews Excellence Awards

6/23/2026

Dunham & Associates Investment Counsel, Inc. (“Dunham”), a San Diego-based asset management and trust services firm with more than 40 years asset management experience, has been named a finalist in three categories of the 2026 InvestmentNews Excellence Awards: the Prudential Advisors Award for Asset Manager of the Year, Back Office Support — Compliance Team of the Year, and Wholesaler of the Year for Regional Director Rob Pancrazi.

Final winners will be announced in June 2026 and are selected through a five-stage process: open nominations; internal research by InvestmentNews; submission of detailed materials by selected excellence awardees; review by an independent panel of industry leaders using defined criteria; and final selection via a panel assessment panel and voting for winners in each category according to the relevant category criteria.

YCharts Unveils Specialized AI Agent for Financial Advisors and Asset Managers

6/16/2026

YCharts, a leading investment research and client engagement platform trusted by financial professionals across North America, today announced the launch of Y, a specialized AI agent purpose-built for the way they work. Y marks the next evolution of AI at YCharts and is a meaningful step forward for the financial services industry.

Purpose-built for financial workflows, Y operates natively within the YCharts platform, with direct access to the data, tools, and report formats that general AI tools simply don't have. For users still building comfort with AI, it's available when they're ready, with no pressure to change how they work today. Y was built with compliance in mind from day one. Every output includes compliance guardrails, customizable disclosure language, and 16 years of regulatory experience built in.

Alliance of Comprehensive Planners Rebrands and Announces 2026 ACP Annual Conference

6/10/2026

The Alliance of Comprehensive Planners (ACP), a community of tax-focused, fiduciary financial advisors who provide comprehensive wealth building strategies for their clients on a commission-free retainer basis, announced the 2026 ACP Annual Conference, which will take place September 15-17, 2026 in Tucson, Arizona.

The 2026 ACP Annual Conference will be hosted at Loews Ventana Canyon Resort, a scenic desert resort nestled at the base of the Santa Catalina Mountains in Tucson, Arizona. The conference offers a boutique, community‑driven experience focused on meaningful conversations, high‑quality education, and genuine relationship‑building. Attendees benefit from expert‑led sessions, peer‑to‑peer learning, and collaboration with professionals who share ACP’s values and approach to comprehensive planning.

Utah Communities Rally Around 22-Year-Old Heart Transplant Recipient

5/29/2026

After spending 22 years preparing for the possibility of a heart transplant, Utah resident Jaxson Lunceford and his family suddenly found themselves facing a life-or-death emergency. Within days, Jaxson's condition deteriorated rapidly, leading to four open-heart surgeries and an urgent placement on the heart transplant waitlist. Just 72 hours later, a donor heart changed everything.

Now, as Jaxson begins recovery, friends, neighbors, volunteers and local businesses across Utah Valley are coming together to support the Lunceford family through a community-wide yard sale fundraiser and a shared commitment to raising awareness about the life-saving gift of organ donation.

Read more about Jaxson’s recovery, the community rallying around his family, and the powerful reminder that a single decision to become an organ donor can change countless lives.

Learn More

Libretto Earns High Customer Satisfaction Ratings in 2026 Advisor Software Survey from T3 Technology Tools for Today and Inside Information

5/26/2026

Libretto, the “total wealth” advice platform for RIAs and family offices, recently achieved high client satisfaction ratings in the 2026 T3 / Inside Information Software Survey – a widely referenced study in the wealthtech industry. Libretto earned the highest user satisfaction rating among firms with more than 1% market share in the Financial Planning Software and Portfolio Design Solutions categories.

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 2026 T3 Technology Conference, which took place March 9-12 in New Orleans and saw over 1,000 total attendees. The survey is one of the most widely referenced attempts to quantify what technology advisors are using, what they want to see more of, and which solutions they like best. Technology firms are ranked based on advisor input.

Gertsema Wealth Advisors Announces Educational Events Focused on Purposeful Giving and Longevity

5/8/2026

Gertsema Wealth Advisors (GWA), an independent SEC Registered Investment Advisor (RIA) and financial planning firm, announced two upcoming educational events designed to help individuals and families align their money and lifestyle decisions with what matters most to them. The firm will host a Lunch & Learn in June on purposeful charitable giving in retirement, along with a May women’s event focused on practical, sustainable longevity strategies. Both events will be held at GWA’s offices located at 2425 N. Woodbine Road, Suite B&E, in Saint Joseph, Missouri.

Bringing in local nonprofit voices and wellbeing experts reflects the firm’s belief that financial planning should support every aspect of a person’s life, from their philanthropic goals to their day-to-day well-being.

Citi Wealth and Advyzon Announce Strategic Agreement to Deliver a Global Unified Managed Account Program for Clients

4/21/2026

Citi Wealth announced a strategic agreement to partner with Advyzon Enterprise Solutions and Advyzon Investment Management (Advyzon) to deliver a Global Unified Managed Account (UMA) Program for Citi Wealth clients.

Advyzon was selected following a thorough and competitive search to identify a strategic partner, offering both state-of-the-art technology and a fully scalable, configurable, Artificial Intelligence-enabled, multi-currency, multi-jurisdictional Turnkey Asset Management Program (TAMP). Advyzon’s modern architecture and capabilities include Model Management, Manager Marketplace, Tax Overlay and Direct Indexing, Trading, Portfolio Modelling, Rebalancing, Billing, and Reporting.

Dunham Unveils a New Brand Identity Built for the Next 40 Years

4/17/2026

Dunham & Associates Investment Counsel, Inc. ("Dunham") announced the recent launch of a comprehensive brand refresh across its family of companies - Dunham, Dunham Trust, and Dunham Private Trust - including a redesigned logo, updated visual identity, and fully overhauled websites at Dunham.com, DunhamTrust.com, and DunhamPrivateTrust.com.

The rebrand marks the completion of a long-term vision — three distinct platforms, one unified firm. Dunham brings 40 years of institutional investment management to independent advisors nationwide. Dunham Trust extends that expertise into full-service trust administration and planning, and Dunham Private Trust rounds out the continuum with access to Wyoming's favorable trust laws — a combination few firms in the independent space can match.

Financial Literacy Month and Military Saves Month: Sources and Story Ideas for Journalists

4/14/2026

April is both Financial Literacy Month and Military Saves Month – so stories on saving, debt, retirement, and money challenges for both the general public and military service members could be especially well-timed right now.

Impact Communications represents a select group of commission-free, fiduciary financial advisors who work with real-world clients across many facets, including blue-collar, higher ed, STEM, child-free couples, single women (including primary breadwinners and family stewards), and military communities.

These media-trained and camera-ready advisors are available for quick comment or interviews for your Financial Literacy Month or Military Saves Month storylines.

Please visit FiduciaryVoices.com to learn more about these advisors, possible topics and story ideas, and more.

Blue Vault Launches New Research Portal for Alternative Investments

4/1/2026

Blue Vault, a leading aggregator of alternative investment performance data and analysis, announced the launch of its new research portal, delivering a streamlined, data-rich way for investment advisors, financial services enterprises, and asset managers to evaluate and compare investment opportunities in private credit, real estate, and equity. Blue Vault researches publicly registered nontraded REITs, nontraded BDCs, interval funds, and tender offer funds, and coming in April, DST offerings.

The portal’s release marks the first phase of a broader strategy to make Blue Vault’s industry-leading market intelligence more accessible to both advisors and asset managers through a modern, flexible architecture. The portal now serves as the primary entry point for professionals who want a concise, practical view of the alternative investments landscape and performance without wading through more data than they need.

Syntax Data Collaborates with MSCI to Bring Global ADR Indexes to Syntax Direct Platform

3/31/2026

Syntax Data, a financial data and technology provider offering data-optimized index solutions, announced a partnership with MSCI Inc. (NYSE: MSCI) to offer a range of MSCI indexes on the Syntax Direct platform: a forward-looking index development tool that revolutionizes the rapidly growing direct-to-index investment process.

As part of this strategic collaboration, MSCI will help Syntax expand into the independent RIA channel by helping financial advisers gain access to an expanded set of ADR index universes while also providing distribution support for the wealth management community. American Depositary Receipts (ADRs) allow advisers to gain exposure to a broad range of international equities using indexes designed to deliver diversification benefits using U.S.-listed securities – without leaving U.S. exchanges.

Advyzon Named Best All-In-One Software Solution for 9th Consecutive Year in 2026 Advisor Software Survey from T3 and Inside Information

3/26/2026

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, earned industry-leading client satisfaction ratings across multiple categories of the 2026 T3 / Inside Information Software Survey – one of the most respected studies in the wealthtech industry.

Advyzon was recognized as a ‘Software All-Star’ – achieving top satisfaction ratings and meaningful market share across five categories: All-In-One Programs, CRM, Portfolio Management Tools, Trading/Rebalancing, and Account Aggregation. The survey also identified Advyzon as one of the platforms advisors are most likely to switch to across every category in which it appeared.

Gertsema Wealth Advisors Celebrates Team Promotions and New Hire

3/24/2026

Gertsema Wealth Advisors (GWA), an independent SEC Registered Investment Advisor (RIA) and financial planning firm, announced promotions for wealth advisors within the firm, in addition to recently hiring a new Associate Wealth Advisor. Cristina Wiebelt-Smith, CPA, RICP® and Jaymon Meikle, CFP®, ChFC®, RICP® were promoted to Senior Wealth Advisor, and Andrew Spitzer-Fox has been promoted to Associate Wealth Advisor. Dalton Preston, ChFC®, has been added to the team as an Associate Wealth Advisor.

Joel Bruckenstein & Bob Veres Present Key Findings from 2026 T3 / Inside Information Software Survey at 2026 T3 Conference

3/10/2026

Joel Bruckenstein of Technology Tools for Today (T3) and Bob Veres of Inside Information presented their initial findings from the 2026 T3 / Inside Information Software Survey in front of a live audience during their late afternoon conference session on Tuesday, March 10, 2026. Financial services professionals from across the country are at the Hyatt Regency in New Orleans, Louisiana, attending T3’s 22nd annual fintech conference happening March 9-12, 2026.

To download a PDF of the complete survey report, visit www.T3TechnologyHub.com.

With 2,906 responses explicitly from members of the financial planning and investment advisory community, the 2026 survey yet again shines as one of the most comprehensive data sets in the wealthtech marketplace. Participants provided input across 70 different categories, revealing market share trends, advisor preferences, and average user satisfaction ratings.
In all, more than 800 different programs, services, and solutions are covered in the report. The data is provided through 153 charts and graphs, each organized to deliver what they believe to be helpful information in every relevant category.

Annual Awards Announced at 2026 T3 Technology Conference for Financial Professionals

3/10/2026

The 22nd annual T3 Technology Conference (Technology Tools for Today, a.k.a. “T3”), the premier event for technology and innovation for the financial planning, investment and wealth management professions, today announced the winners of its 2026 awards in a mid-day presentation at the T3 event happening in New Orleans, recognizing excellence in leadership, technology, and emerging innovation.

With a premier lineup of workshops, presentations, and sessions, including T3’s all-new AI University, advisors will confidently leave this year’s conference not only equipped with new skills, but also having the direction and clarity to implement them. These awards distinguish those who are already flourishing in this always-evolving technological landscape.

Kwanti Announces New Cash Flow and Watchlist Tools, Teases AI-Powered Features for 2026

3/10/2026

Kwanti, a leading portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, proposal generation, and more, today announced multiple new features to its award-winning portfolio analytics platform that bring significant capabilities to how advisors model cash flow and monitor portfolios.

Kwanti’s new Cash Flow Scenarios feature enables advisors to run historical simulations showing how a portfolio would have responded to systematic cash flows over time.

Kwanti also recently released Watchlist, a dedicated workspace that gives advisors a single place to monitor securities, track opportunities, and stay on top of market movement without jumping between tools.

EncorEstate Plans Launches Standalone Special Needs Trust Offering for Financial Advisors

3/9/2026

EncorEstate Plans (Encore), a comprehensive and customizable estate planning and trust funding solution for advisors, today announced the launch of its standalone special needs trust (SNT) offering. The new SNT offering — available as a standalone purchase later this year — enables financial advisors to facilitate the creation of fully customizable special needs trusts for their clients as part of Encore’s pay-as-you-go offerings.

With approximately 57 million Americans (nearly one in five) living with a disability, the need for proper special needs planning is significant and growing. Yet, research indicates that roughly 80% of families with special needs dependents have not established a SNT to preserve eligibility for critical government benefits such as Supplemental Security Income (SSI) and Medicaid.

Syntax Data Announces Saidee™ - An Exclusive AI Agent and PortfolioDevelopment Application

3/5/2026

Syntax Data, a leader in financial data and technology, announced the official launch of Saidee™, its premier AI agent and portfolio development application. Designed to empower financial advisors, Saidee enables the seamless creation, ongoing management, and marketing support of customized, rules-based portfolios and indices. The application is now fully available to the RIA community via Syntax Direct™, Syntax’s custom index creation platform.

“Saidee is adept at designing indices for all kinds of scenarios and uses,” said Patrick Shaddow, CEO of Syntax. “Saidee is destined to become an essential support tool for RIAs, financial advisors, and investment managers intent on providing better investment solutions for their clients.”

The Oasis Group Releases AI Readiness Index™, First Maturity Benchmark for Wealth Management Industry

3/4/2026

The Oasis Group, an award-winning consultancy and leading voice on artificial intelligence in the wealth management industry, recently released the Oasis AI Readiness Index™, the industry’s first maturity benchmark built exclusively for fiduciary wealth management firms, trust firms, and family offices. The AI Readiness Index utilizes a two-axis maturity model that measures both governance control and technology sophistication across 70 diagnostic questions.

Most wealth firms don’t lack AI ambition – they lack a way to measure whether their adoption is safe, compliant, and sustainable. Generic enterprise AI frameworks ignore the unique regulatory and fiduciary requirements that RIAs, broker-dealers, trust companies, and family offices face every day.

The result? A dangerous blind spot. Firms with advanced AI tools but weak governance are one incident away from a compliance crisis. Firms with strong policies but no technical capability are falling behind competitors who move faster. Neither type knows where it stands – because until now, there was no way to measure both dimensions.

Libretto Launches AI-Automated Client Onboarding and AI Assistant to Streamline Financial Planning and Asset Allocation

3/3/2026

Libretto, a “total wealth” advice platform for financial advisors and family offices, announced new AI features designed to streamline planning, asset allocation, and risk management. Chief among these features is Libretto’s AI-automated data entry tool, which populates new client strategies from scratch using uploaded client data files.

The AI-automated data entry tool is designed to help advisors scale sophisticated advice across their full client base. When creating a new client strategy, advisors can upload multiple client data files – including an eMoney report, custom survey, and other sources of client data – and Libretto will populate the strategy automatically.

BX Partners Launches 12 Open-Architecture Portfolio Models on Nitrogen Partner Store

2/17/2026

BX Partners announced the launch of 12 open-architecture portfolio models on the Nitrogen Partner Store. The BX models provide financial advisors with access to nonproprietary stock-and-ETF portfolios designed to align with client risk profiles and deliver risk-adjusted performance.

The BX models are available directly within subscribing advisors’ Nitrogen accounts and span four risk levels: moderately conservative, moderate, moderately aggressive, and aggressive.

The inclusion of stock-and-ETF blended models is a unique offering within the Nitrogen Partner Store. The “nonproprietary” open‑architecture models help advisors demonstrate objectivity, reduce product-driven conflicts of interest, and often improve cost and fit for clients compared with proprietary fund/ETF lineups.

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