Blog & News

Redi2 BillFin™ is the first cloud-based billing solution for RIAs. Redi2’s solutions process fees for more than 750 financial firms around the globe. BillFin calculates the fees, creates the invoices, [...]

Almost every client investment portfolio holds shares of bond funds to hedge against other investments’ poor performance, provide income, and preserve capital. What’s the best way to choose bond funds [...]

Visually illustrate income distribution, tax planning strategies, lifetime protection strategies, and the benefits and tradeoffs of annuities with MoneyGuideElite. MoneyGuideElite is an interactive planning solution that enables advisors to craft [...]

Presented by Chris Wentzien, founder and principal of Natural Bridges Financial Advisors LLC - During the presentation, Chris will focus on tax planning strategies for clients during the Bridge Years [...]

Presented by John Mackowiak, Chief Business Development Officer: Advyzon provides most, if not all, of the technology components an advisory firm needs to run their business in a truly integrated [...]

Join Dan Skiles, President of Shareholders Service Group, as he gives an overview of the technology platform! Learn all about what SSG has to offer. Contact us for more information! [...]

Join us for the 3rd episode of our Virtual Conference Webinar Series! Retirement is the most expensive purchase faced by most individuals. In this session, David Blanchett will [...]

Join Evan Rapoport, CEO of SmartX Advisory Solutions, to see how the fintech revolution has changed managed accounts and how easily you can now run your investment management operations. SmartX [...]

Join us for our upcoming Tech Demo webinar, presented by Jason Stipp, Director of Product Management, Financial Planning, at Morningstar. Not every client needs complete financial-planning services, but they all [...]