In the news

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.

July 7, 2022

The CEO of Lifeworks Advisors details his firm’s strategy, business model and ability to build technology that is aligned with the largest growth opportunities in wealth management. 

May 4, 2021

Independent RIA firm and platform builder, Lifeworks Advisors, announced it has acquired the fintech startup Aimvest Technologies, which will be integrated into the Lifeworks Advisor platform…

November 20, 2020

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…

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…

October 6, 2020

Lifeworks Advisors’ advisor solution consists of an, “all-in-one” technology system that includes CRM, 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.

November 2, 2020

Wealthtech startups ReAllocate and Lifeworks collectively get close to $5 million in funding from financial advisors in Scratchworks’ season finale.

October 22, 2020

The third season brings three tech startups in the advisory space trying to solve hard problems and convince a panel of RIAs for real investment; our wealth-tech columnist sketches out the competition.

April 8, 2021

The Future of Advice™ video podcast series features a compelling lineup of the movers and shakers in the industry – the highly successful innovators that have helped pioneer the independent advisor space as the fastest growing segment in financial services.

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…