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. Terms of ...

The most successful firms in the wealth management industry over the next five years will likely be those that have a true command on their technology, a defined and unique client experience—and ...

Not for distribution to U.S. news wire services or for dissemination in the U.S. “This is an exciting new chapter for LifeWorks and together with TELUS we will be able to accelerate our shared vision ...

LOS ANGELES, January 27, 2026--(BUSINESS WIRE)--Altruist, the tech-forward wealth platform for independent advisors, today announced that Michigan-based Lifeworks Advisors has selected Altruist as its ...