News & Media
Press stories, media coverage, and events.
News & Media
Press stories, media coverage, and events.



Tamarac Webinars
Join us for one of our upcoming webinars.




Featured Webinars
Advisor Xi Overview


Featured webinar
Innovation and Growth by Leveraging an Integrated Software Platform
Missed the webinar? No problem you can still watch our webinar where we took a look at how two top RIA firms have leveraged technology to grow their business – both organically and through mergers and acquisitions. As well as how these firms were able to better service their clients during these growth periods.

View Webinar Recording  




Moderator
Bill Winterberg, CFP®
FPPad.com
Bill Winterberg is founder and president of FPPad.com and is a respected personality in the financial planning industry. Bill is widely recognized as an independent authority on the subject of technology in financial services. Bill maintains the CERTIFIED FINANCIAL PLANNER™ certification and has past industry experience as a Registered Representative and a RIA.
Speaker
Jill Lizzi, CFP® - Wealth Advisor
Bronfman E.L. Rothschild
As a Wealth Advsisor at Bronfman E.L. Rothschild, Jill Lizzi provides skilled guidance regarding qualified retirement plans and complex plan issues to her clients. She offers a full range of wealth management and investment consulting services.
Learn more about Jill ›
Firm Profile
  • Founded: 1997
  • Headquarters: Rockville, Md.
  • Website: www.belr.com
  • Services Offered: Wealth management, financial planning, retirement plan advisory services, retirement plan consulting and administration
  • AUM: Approximately $4 billion
  • Clients: About 1,300 individual accounts
  • Staff: 70 team members, including 31 advisors
  • Primary Custodians: Charles Schwab & Co., Fidelity Investments
  • Portfolio Management/Reporting: Advisor View™
  • CRM: Advisor CRM®
  • View Bronfman E.L. Rothschild Case Study     View all Case Studies  
Speaker
Adam Ledbetter, CFP® - Training Manager
Henssler Financial
Adam Ledbetter, CFP®, is the Training Manager for Henssler Financial. Mr. Ledbetter is responsible for developing the firm’s training program to accommodate technological changes and enhance productivity and quality of work.
Learn more about Adam ›
Firm Profile
  • Founded: 1987
  • Headquarters: Atlanta, GA (technically Kennesaw, GA north of Atlanta)
  • Website: www.henssler.com
  • Services Offered: comprehensive financial planning, asset management, insurance, tax & accounting services
  • AUM: Approximately $1.53 billion as of 6/30/16
  • Clients: 1,100 households
  • Financial Accounts: 3,600
  • Staff: 75 team members, including 22 advisors in the financial planning division



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