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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.

StraightLine Chooses Financial Wellness Labs to Improve Employee Financial Well-being and Retirement Readiness

2/11/2026

StraightLine Group LLC (StraightLine), an independent SEC Registered Investment Advisor (RIA) and financial planning firm, announced it is integrating financial wellness education with its traditional financial planning and investment advisory services. StraightLine has built this offering in collaboration with Financial Wellness Labs, Inc., the parent company of Questis, an evidence-based financial wellness platform that combines technology with access to “Certified Financial Coaches”.

“We’re excited about our relationship with StraightLine, which exemplifies how our financial wellness platform can be integrated with fiduciary advisory services to make a real difference,” said Lynn Raynault, CEO & Co-Founder of Financial Wellness Labs. “We believe StraightLine’s approach represents a best practice for driving engagement, helping participants manage day-to-day financial stresses while preparing for longer-term goals such as retirement.”

The Oasis Group and Practifi Release White Paper on CRM Selection in Wealth Management

2/11/2026

The Oasis Group, a leading consultancy for the wealth management industry, recently released a new white paper titled ‘CRM Selection in Wealth Management: Beyond the Build-vs-Buy Decision’, sponsored by Practifi, a CRM built specifically for the wealth management industry.

The white paper reframes CRM decisions for financial advisory firms around implementation timeframes, workflow alignment, and long-term data architecture, rather than relying on feature checklists alone. It highlights how CRM selection in wealth management has evolved beyond the traditional build-versus-buy debate into three distinct paths: generic enterprise platforms, niche wealth management CRMs, and purpose-built solutions that aim to combine the strengths of both.

2026 T3 Technology Conference Announces Keynote Speakers and AI University Staff

2/10/2026

T3’s Technology Conference for financial professionals, which is widely known as the wealth management industry’s most established and trusted technology event, announced keynote speakers and more details for AI University, bringing together the brightest minds in fintech, AI innovation, and financial advisory management.

The T3 2026 Conference will open with T3 AI University, a full day of immersive, one-hour AI sessions designed specifically for financial advisors and wealth management professionals, with no prior AI or coding experience required. Each session emphasizes real-world, hands-on use cases, including live builds of AI-enabled tools and workflows that attendees can take back to their firms.

Advyzon Investment Management Introduces First Manager-Traded Strategies with Schwab Asset Management

1/26/2026

Advyzon Investment Management (AIM), a seamlessly integrated unified investment solutions platform through the comprehensive wealthtech platform Advyzon, announced an exciting new relationship with Schwab Asset Management®, offering Wasmer Schroeder® Strategies, a provider of a broad host of portfolio strategies across the duration, credit, and tax-efficiency spectrum. Schwab Asset Management and its Wasmer Schroeder Strategies will be the first fixed income focused strategist available in AIM’s Manager Traded Strategy program.

As the first manager traded strategies available on AIM’s Nucleus Model Marketplace, Schwab Asset Management will manage the day-to-day trading. The AIM investment team currently builds and trades individual bond strategies, but the Wasmer Schroeder Strategies will be AIM’s first actively managed strategies by an outside fixed income manager.

BX Partners Launches Real-Time Market Risk Intelligence Tool for Financial Advisors

1/20/2026

BX Partners, a research-driven investment consulting platform serving chief investment officers (CIOs), financial advisors, registered investment advisers (RIAs), and broker-dealers, today announced the launch of BX Risk Shield (TM), a real-time market sentiment and trend-monitoring system. BX Risk Shield is designed to help financial institutions and investment advisory firms navigate market uncertainty and make more informed risk-allocation decisions. This new open architecture solution helps investment firms interpret market signals, manage portfolio risk with discipline, and clearly communicate decisions to clients – and it is free to use, no strings attached.

BX Risk Shield addresses one of the most persistent challenges facing the financial services industry today: knowing when to increase, decrease, or maintain portfolio risk amid constant geopolitical headlines, economic noise, and emotionally driven market narratives. Rather than relying on hunches or single-manager opinions, BX Risk Shield delivers a rules-based framework that translates complex market signals into a clear, actionable view of overall market conditions.

BX Partners and Boosted.ai Bring Advanced AI-Powered Insights to Advisors, Model Builders and Asset Managers

1/14/2026

BX Partners and Boosted.ai announced a new collaboration. Through this partnership, firms across the BX ecosystem will gain access to investment strategies based on Boosted.ai’s intelligence platform. The integration brings institutional-grade AI capabilities to financial advisors, model builders, and asset managers using the BX Index platform, multistrategy portfolios, and BX’s distribution network, including Alphathena, Stratifi, UX, Adhesion, and select turnkey asset management platforms.

Boosted.ai empowers investment teams to automate tedious tasks, monitor market movements, and surface actionable insights at scale. The technology mirrors real investment workflows, cuts through market noise, accelerates research processes, and supports the delivery of insights that investment committees and clients can trust.

By integrating Boosted.ai into its platform, BX Partners strengthens its commitment to offering advisors differentiated research capabilities, modern technology, and scalable tools. Advisors can blend Boosted.ai’s insights with active strategies, direct indexing, passive solutions, and factor driven models to create a consistent and repeatable investment process.

Operations Strategist Claire Alexander Announces Masterclass for Financial Advisors Scaling to $1B+

1/6/2026

Claire J. Alexander, the respected operations strategist and trusted advisor behind some of the financial services industry’s most aggressive AUM expansion arcs — including assisting advisors in scaling firms from $100M to $3.5B in just three years — has announced The Billion Dollar Firm Trifecta Masterclass. This exclusive intensive is designed for financial advisory leaders navigating the complexity that comes with accelerated firm expansion.

The Billion Dollar Firm Trifecta Masterclass is set for January 20, 2026. The 180-minute virtual masterclass is designed as a senior-level conversation focused on the decisions, structures, and leadership shifts required to scale thoughtfully and sustainably. The session culminates in the final segment, where the Trifecta — Architecture, Authority, and Alignment — is fully integrated into a cohesive roadmap for durable, permanent growth.

AI University Premieres as Part of the Larger T3 Technology Conference in 2026

12/23/2025

T3’s Technology Conference for financial professionals, which is widely known as the wealth management industry’s most established and trusted technology event, will debut T3 AI University at its 2026 conference. AI University will deliver a bold, immersive learning experience designed to help investment advisors, financial planners, and wealth management professionals cut through AI hype and turn insights into action.

Guided by the 2026 theme, “From Noise to Knowledge: The FinTech Playbook for 2026 and Beyond,” the new AI University will take place the first day of the conference, March 9, 2026. AI University offers attendees the insights and information they need to gain a strategic advantage as they move from noise to knowledge in their hyper-competitive fields. Highly-accomplished faculty members will provide practical AI implementation advice and demonstrations (not just high-level talks) for the full day, with concurrent tracks running to ensure that every level of interest and key themes are covered.

Advyzon and Andes Risk Join Forces to Bring Next-Generation Risk Insights, Model Analytics and Behavioral Finance to Advisors

12/12/2025

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced that it is bringing Andes Risk (Andes), an award-winning risk and behavioral analytics firm founded by Helen Yang, CFA®, directly into the platform. By incorporating Andes’ patented risk and behavioral methodologies into Advyzon’s native single data model and unified codebase, the enhanced capabilities will elevate the platform’s model marketplace, risk assessment, and future financial planning capabilities. The expanded functionality is expected to surface in 2026.

Helen Yang has joined Advyzon as Executive Vice President and will work closely with the executive and product teams to bring Andes’ intellectual property and methodologies into the platform. Her deep expertise will help drive Advyzon’s roadmap, with the plan of infusing Andes’ capabilities into the Advyzon platform. By natively embedding Andes, Advyzon will continue to stay true to its mission of providing a unified solution with a single data model, single code base, and single client experience.

Myriad Advisor Solutions and Content 151 Join Forces

12/9/2025

Myriad Advisor Solutions (Myriad) announced a new partnership with Content 151 designed to give breakaway advisory firms access to customized blog content and marketing support. Their first joint product, the Custom Blog Program, will be available to firms starting in 2026. Myriad has long-supported independent advisors seeking to build dynamic firms. As more advisors seek independence, Myriad continues to evolve its offerings to help new firms compete; that encompasses everything from strategic business planning and cybersecurity to brand building.

For the Custom Blog Program, Content 151 developed a “mini library” of content exclusively for Myriad clients. Participating firms can select ten topics to fully customize. With minimal time and effort, advisors will get a ready-to-launch blog that reflects their message, target clients, and approach to asset management. The product is designed to help advisors stay competitive as AI continues to rewrite the rules around search.

Donoghue Forlines Lists Risk-Managed ETF on NYSE ARCA

11/18/2025

The DF Tactical 30 ETF (Ticker: DFTT) started trading on the NYSE ARCA on November 12, 2025. The ETF applies a disciplined rules-based investment approach by allocating to companies exhibiting strong momentum characteristics in favorable market environments, but attempts to reduce market exposure when conditions soften. The underlying index, the DF Risk-Managed Tactical Top 30 Index, was developed by Donoghue Forlines in conjunction with Syntax Indexes.

The largest 100 US stocks have outperformed the S&P 500 Index over the trailing 1, 2, 3, 5, 7, 10, 15, and 20 year period ending September 30, 2025 (Paul Kenney, Syntax, Pure Momentum with Downside Risk Management, Oct. 23, 2025, pp. 2-3). The DF Risk-Managed Tactical Top 30 Index utilizes a proprietary methodology to identify and rotate quarterly amongst the thirty top momentum stocks within the one hundred largest US stocks. Technical trend following indicators are then applied to seek to identify a downtrend condition with the possibility of a continuation of a drawdown. When a downtrend is signaled, assets transition from equities into US treasuries.

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