by Greg Snyder | Jun 29, 2026 | General News
WACO, Texas — June 29, 2026 July Business Services (JULY), a national provider of retirement plan administration and recordkeeping technology, today announced two senior leadership appointments that sharpen the firm’s focus on growth and innovation. Blake Willis...
by Greg Snyder | Jun 19, 2026 | Advisor Webinars, Advisors
June 19, 2026 Most advisors treat wealth management relationships and qualified plan business as two separate lines — but the advisors growing fastest are working them together. In this session, our guest, Brian Elliott, SVP, Director of Institutional Division, Genter...
by Greg Snyder | Jun 2, 2026 | Advisor Webinars, Advisors
May 27, 2026 JULY AI webinar — FOLLOW UP. Watch the Webinar Explore More...
by Greg Snyder | May 27, 2026 | Advisor Articles, Advisors
May 27, 2026 We recently hosted a webinar on leveraging AI in retirement plan advisory practices. The response was overwhelming – advisors submitted 40+ questions spanning every aspect of AI adoption, from “How do I even start?” to “Will AI replace...
by Greg Snyder | May 11, 2026 | General News
Waco, TX (May 11, 2026) July Business Services, LLC (“JULY”), a leading tech-forward provider of 401(k) and other retirement plans, and Chairvolotti Financial (Chairvolotti), a CEFEX-certified ERISA 3(38) fiduciary investment manager headquartered in Winter Park,...
