Lifeworks Advisors’ podcast a finalist for largest awards show in wealth management

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 more here

 

Lifeworks Advisors Acquires Aimvest Technologies

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….read more here

 

Lifeworks Advisors Launches New Video Podcast Series – The Future of Advice™

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, innovators and thought leaders providing their personal points of view on the big issues, trends and challenges impacting the future direction of the industry…read more here

 

ScratchWorks Invests $5M in 3 Wealthtech Startups

As the race to stay on the forefront of technology continues, ScratchWorks, the industry’s wealthtech accelerator, recently launched Season 3 of its “Shark Tank” style competition in a new virtual format…read more here

 

RIABiz.com: How a disillusioned Northwestern Mutual breakaway broker turned his RIA software nightmare into a potential dream investment for Marty Bicknell

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 more here

 

CityWire: Lifeworks Advisors Receives Strategic Investment from Mariner Wealth Advisors’ CEO Marty Bicknell

The Grand Rapids, Michigan-based RIA and advisor technology platform is now valued at $15m as Marty Bicknell takes a 12% stake…..read more here

 

WealthManagement.com

Lifeworks and ReAllocate received a combined $5 million from the financial advisors and judges in the annual competition, modeled after CNBC’s Shark Tank…read more here

 

WealthManagement.com

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 more here

 

Scratch.Works

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….watch here

 

WealthTech Club

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 more here

 

PR Release

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 more here