Blog
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?
Read moreJanuary 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...
Read moreNovember 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…
Read moreNovember 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...
Read moreNovember 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…
Read moreNovember 2, 2020
Wealthtech startups ReAllocate and Lifeworks collectively get close to $5 million in funding from financial advisors in Scratchworks' season finale.
Read moreOctober 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.
Read moreOctober 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..
Read moreApril 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 moreMay 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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