Blog
May 22, 2023
In a panel during at the WealthStack conference, the head of Lifeworks Advisors argued the products and services rubbed out personalization for the sake of mass production.
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July 24, 2021
Lifeworks Advisors podcast, The Future of Advice™, was recently selected as a finalist for the 2021 WealthManagement.com's Wealthies awards, nominated for thought leadership from technology providers. The podcast features well-known CEO's and leaders in wealth management and technology, focusing around the question: what do advisors and firms need to do in order to deliver future of advice?
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January 5, 2021
Lifeworks Advisors, a fast-growing independent RIA firm, announced today that the company has launched a new thought leadership video podcast series - The Future of Advice™. Hosted by Ron Bullis, CEO of Lifeworks Advisors, The Future of Advice™ will feature in-depth video interviews with some of the wealth management industry's best known and widely followed executives...
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November 20, 2020
Ron Bullis is an accidental fintech entrepreneur whose do-it-yourself RIA software took on a life of its own. The 39-year-old created his own little B2C robo-advisor that collects $400,000 annually in subscription fees but a $1.8 million investment from the Mariner CEO will morph it for B2B RIA use…
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November 17, 2020
Lifeworks Advisors, a burgeoning RIA firm that's building out an advisor technology platform, received a $1.8m capital investment from Mariner Wealth Advisors chief executive Marty Bicknell in exchange for a 12% stake...
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November 16, 2020
Lifeworks Advisors' advisor solution consists of an, “all-in-one” technology system that includes contact and client management, financial planning, reporting, compliance and digital client engagement tools deeply integrated into custody, trading, and clearing to provide a truly differentiated advisor and client experience…
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November 2, 2020
Wealthtech startups ReAllocate and Lifeworks collectively get close to $5 million in funding from financial advisors in Scratchworks' season finale.
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October 22, 2020
Many advisors will relate to Ron Bullis and the Lifeworks origin story. He departed the advisor force of a major insurance company after a decade to start his own RIA, Lifeworks Advisors, in 2016. He and his co-founder soon discovered the patchwork that is advisor technology, one silo after another, applications that—despite APIs connecting them—failed to form a cohesive, seamless whole. They found both the client and advisor experience "disconnected.
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October 12, 2020
Lifeworks Advisors, a fast-growing independent RIA firm, announced the launch of a complete and unified financial advisor technology platform intentionally designed from the ground up to provide all of the financial planning, onboarding and digital marketing components needed to build a sustainable and fast-growing, fee-based financial planning practice..
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April 8, 2020
Lifeworks Advisors, a fast-growing independent RIA firm, announced today that the company has launched a new thought leadership video podcast series - The Future of Advice™. Hosted by Ron Bullis, CEO of Lifeworks Advisors, The Future of Advice™ will feature in-depth video interviews with some of the wealth management industry's best known and widely followed executives...
Read more
May 24, 2019
ScratchWorks is a FinTech accelerator that connects innovative tech companies with wealth management luminaries to advance the digital transformation of the financial services industry. Lifeworks was selected as a finalist…
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