|
Dunham & Associates Investment Counsel, Inc. ("Dunham") announced the recent launch of a comprehensive brand refresh across its family of companies - Dunham, Dunham Trust, and Dunham Private Trust - including a redesigned logo, updated visual identity, and fully overhauled websites at Dunham.com, DunhamTrust.com, and DunhamPrivateTrust.com. The rebrand marks the completion of a long-term vision — three distinct platforms, one unified firm. Dunham brings 40 years of institutional investment management to independent advisors nationwide. Dunham Trust extends that expertise into full-service trust administration and planning, and Dunham Private Trust rounds out the continuum with access to Wyoming's favorable trust laws — a combination few firms in the independent space can match. Originally posted on Citybiz on April 16, 2026. Read the full article here. Blue Vault, a leading aggregator of alternative investment performance data and analysis, announced the launch of its new research portal, delivering a streamlined, data-rich way for investment advisors, financial services enterprises, and asset managers to evaluate and compare investment opportunities in private credit, real estate, and equity. Blue Vault researches publicly registered nontraded REITs, nontraded BDCs, interval funds, and tender offer funds, and coming in April, DST offerings. The portal’s release marks the first phase of a broader strategy to make Blue Vault’s industry-leading market intelligence more accessible to both advisors and asset managers through a modern, flexible architecture. The portal now serves as the primary entry point for professionals who want a concise, practical view of the alternative investments landscape and performance without wading through more data than they need. Originally posted on Business Wire on April 1, 2026. Read the full article here. Syntax Data, a financial data and technology provider offering data-optimized index solutions, announced a partnership with MSCI Inc. (NYSE: MSCI) to offer a range of MSCI indexes on the Syntax Direct platform: a forward-looking index development tool that revolutionizes the rapidly growing direct-to-index investment process. As part of this strategic collaboration, MSCI will help Syntax expand into the independent RIA channel by helping financial advisers gain access to an expanded set of ADR index universes while also providing distribution support for the wealth management community. American Depositary Receipts (ADRs) allow advisers to gain exposure to a broad range of international equities using indexes designed to deliver diversification benefits using U.S.-listed securities – without leaving U.S. exchanges. Originally posted on Business Wire on March 31, 2026. Read the full article here. Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, earned industry-leading client satisfaction ratings across multiple categories of the 2026 T3 / Inside Information Software Survey – one of the most respected studies in the wealthtech industry. Advyzon was recognized as a ‘Software All-Star’ – achieving top satisfaction ratings and meaningful market share across five categories: All-In-One Programs, CRM, Portfolio Management Tools, Trading/Rebalancing, and Account Aggregation. The survey also identified Advyzon as one of the platforms advisors are most likely to switch to across every category in which it appeared. Originally posted on Business Wire on March 26, 2026. Read the full article here. Gertsema Wealth Advisors (GWA), an independent SEC Registered Investment Advisor (RIA) and financial planning firm, announced promotions for wealth advisors within the firm, in addition to recently hiring a new Associate Wealth Advisor. Cristina Wiebelt-Smith, CPA, RICP® and Jaymon Meikle, CFP®, ChFC®, RICP® were promoted to Senior Wealth Advisor, and Andrew Spitzer-Fox has been promoted to Associate Wealth Advisor. Dalton Preston, ChFC®, has been added to the team as an Associate Wealth Advisor. Originally posted on Business Wire on March 24, 2026. Read the full article here. Tuttle Capital Management, a pioneer in thematic exchange-traded funds (ETFs), announced the upcoming launch of the Tuttle Capital Space Industry Income Blast ETF (CBOE: SPCI). The fund is designed to offer investors a unique dual mandate: Full participation in the performance of space industry companies through exposure to the Syntax Space Industry Index (the "Underlying Index"), combined with regular income generation via a systematic options overlay strategy. Syntax Indices allows for the construction of bespoke financial products based on Syntax’s world class industry data. The Syntax Space Industry Index is designed to measure the performance of companies with significant exposure to activities relating to space, including GPS and geospatial technologies, satellite operations, satellite manufacturing, space programs, launch services, and spacecraft. Originally posted on TMX Newsfile on March 12, 2026. Read the full article here. Joel Bruckenstein of Technology Tools for Today (T3) and Bob Veres of Inside Information presented their initial findings from the 2026 T3 / Inside Information Software Survey in front of a live audience during their late afternoon conference session on Tuesday, March 10, 2026. Financial services professionals from across the country are at the Hyatt Regency in New Orleans, Louisiana, attending T3’s 22nd annual fintech conference happening March 9-12, 2026. To download a PDF of the complete survey report, visit www.T3TechnologyHub.com. With 2,906 responses explicitly from members of the financial planning and investment advisory community, the 2026 survey yet again shines as one of the most comprehensive data sets in the wealthtech marketplace. Participants provided input across 70 different categories, revealing market share trends, advisor preferences, and average user satisfaction ratings. In all, more than 800 different programs, services, and solutions are covered in the report. The data is provided through 153 charts and graphs, each organized to deliver what they believe to be helpful information in every relevant category. Originally posted on Business Wire on March 10, 2026. Read the full article here. The 22nd annual T3 Technology Conference (Technology Tools for Today, a.k.a. “T3”), the premier event for technology and innovation for the financial planning, investment and wealth management professions, today announced the winners of its 2026 awards in a mid-day presentation at the T3 event happening in New Orleans, recognizing excellence in leadership, technology, and emerging innovation. With a premier lineup of workshops, presentations, and sessions, including T3’s all-new AI University, advisors will confidently leave this year’s conference not only equipped with new skills, but also having the direction and clarity to implement them. These awards distinguish those who are already flourishing in this always-evolving technological landscape. Originally posted on Business Wire on March 10, 2026. Read the full article here. Kwanti, a leading portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, proposal generation, and more, today announced multiple new features to its award-winning portfolio analytics platform that bring significant capabilities to how advisors model cash flow and monitor portfolios. Kwanti’s new Cash Flow Scenarios feature enables advisors to run historical simulations showing how a portfolio would have responded to systematic cash flows over time. Kwanti also recently released Watchlist, a dedicated workspace that gives advisors a single place to monitor securities, track opportunities, and stay on top of market movement without jumping between tools. Originally posted on Business Wire on March 10, 2026. Read the full article here. Syntax Data Announces Saidee™ - An Exclusive AI Agent and Portfolio Development Application3/5/2026
Syntax Data, a leader in financial data and technology, announced the official launch of Saidee™, its premier AI agent and portfolio development application. Designed to empower financial advisors, Saidee enables the seamless creation, ongoing management, and marketing support of customized, rules-based portfolios and indices. The application is now fully available to the RIA community via Syntax Direct™, Syntax’s custom index creation platform. “Saidee is adept at designing indices for all kinds of scenarios and uses,” said Patrick Shaddow, CEO of Syntax. “Saidee is destined to become an essential support tool for RIAs, financial advisors, and investment managers intent on providing better investment solutions for their clients.” Originally posted on Business Wire on March 5, 2026. Read the full article here. |
ABOUT
Contributions to Fiduciary Voices are provided by independent financial advisors and other professionals who are vetted by an editorial team. Categories
All
|