CAIS Announces 2025 Nationwide Event Lineup for Advisor Education
January 17, 20255 min
CAIS Live events will empower advisors amidst rising demand for alternative investments
FP Alpha Launches FP Alpha TAX as Standalone Product for Advisors
January 14, 20257 min
FP Alpha, the innovative AI-powered advanced planning platform, is excited to announce the launch of FP Alpha TAX, the platform’s popular tax offering, that is now available as a standalone product. This unbundling aligns with FP Alpha’s mission to provide financial advisors with cutting-edge tools to enhance their value proposition and offer advanced planning services (such as tax and estate planning services) to their entire client base. Similar to their Estate Planning offering, this change allows advisors...
Indivisible Partners Launches Independent Advisory Firm
January 7, 20259 min
Company Welcomes $640 Million New York-Based Woodring I LeRoy Capital Advisors as Inaugural Team
intelliflo redblack delivers 110+ customer-driven product enhancements
December 17, 202425 min
intelliflo, the global cloud-based technology solution for financial advisors, today announced that it has delivered more than 110 enhancements in the past year to intelliflo redblack, the company’s award-winning rebalancing and trading solution. Approximately 75% of these enhancements stemmed directly from customer feedback, highlighting intelliflo’s commitment to shaping its technology in line with the needs of financial advisors. These enhancements have resulted in notable efficiency gains for advisors across the country, allowing them to spend...
Orion Announced Chris Shutler as Head of Strategy
December 10, 20244 min
Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, today announced the appointment of Chris Shutler, CFA, as Head of Strategy. In his new role, Chris leads the development and execution of corporate strategy, including market analysis and growth opportunities. Chris also serves as a trusted advisor and thought partner to the executive leadership team, facilitating effective decision-making and communication while overseeing special projects. He reports...
Apex Fintech Solutions and Advyzon Expand Strategic Partnership With AIM
December 6, 20245 min
• Designed to provide an advisor-centric solution that reduces administrative tasks
Pocketnest Partners with GenWealth to Revolutionize Financial Wellness
December 4, 20245 min
Fintech brings AI-enabled platform to community of LPL-supported wealth group
Three New Advisors Team Up with Sowell Management in 3rd Quarter
November 28, 20246 min
The advisors, who head separate and distinct businesses under the Sowell umbrella, represent over $220 million in combined AUM
Range Raises $28 Million Series B Led by Cathay Innovation
November 27, 20244 min
The new face of wealth management creates ai powered software to drive optimization; membership is increasing 20% MoM, Appoints Chris Davidson of House Call Pro as CTO
Digital Asset Allocations Continue to Grow in Client Portfolios: DACFP
November 19, 20245 min
Q3 2024 Advisor Pulse Survey by DACFP and Franklin Templeton Digital Assets reveals that 19% of advisors report that more than half of their clients own digital assets