Impact Communications (Impact), an award-winning strategic marketing and PR firm that helps independent financial advisory firms and adjacent financial services companies build strong brands and polish their reputations, has reached a new milestone. The firm just realized its 30th anniversary and has embarked on a yearlong celebration to extend its success.

Thirty years after Swift launched Impact as a sole proprietor, Impact has grown to a staff of 14 that has served more than 325 financial planning and investment advisory firms, financial services firms and institutions, book authors, and adjacent industry influentials and thought leaders.

Ezra Group, LLC (Ezra Group) announced the launch of a new recognition program for their industry standard Ezra Group WealthTech Integration ScoreTM. The WealthTech Integration Scores support better decision-making for wealth management firms when evaluating new applications and help software vendors better serve their clients with improved integrations. The Ezra Group WealthTech Integration Recognition Program is designed to distinguish and honor software providers that demonstrate superior integration capabilities. The new recognition program gives software providers another way to promote their outstanding integration capabilities, as verified by Ezra Group, a trusted third party in the financial services industry.

Quorum Private Wealth (Quorum), a wealth management firm and independent advisor representative partner of Sanctuary Wealth, LLC (Sanctuary) announced their recent sweep of awards and naming to multiple lists of top financial advisors and fast-growing companies in national and industry publications. Mike Barry, CPFA, C(k)P®, CIMA®, Kelly Milligan, CPWA®, CRPC®, C(k)P®, CPFA, Sue English Mazzetti, CPFA, CRPC®, and Melissa Yue, CFP®, founded Quorum in 2021. The experienced and highly collaborative group of partners have made great strides in the few short years they have been an independent firm.​

Equita Financial Network (Equita) announced that co-founders Bridget Venus Grimes and Katie Burke have been named finalists in the Industry Transformer category by the Women in Wealth Management Awards. The award, being handed out this week at Excell Represent, honors women who are driving transformation and innovation in wealth management through programs, products, or services they’ve created or led. Burke and Grimes are being recognized for their creation of Equita and the network’s growth and impact on women financial professionals.​

​Fidato Wealth recently announced the addition of three professionals to the team:

• Eric Pucek, Managing Director and Chief Compliance Officer (CCO)
• Dave Flegal, CPA, CFP®, Lead Wealth Advisor
• Dan Yergan, CFP®, Associate Wealth Advisor

​“We’re very excited to have these three professionals join our growing team at Fidato Wealth,” says Tony D’Amico, CFP®, Founder and CEO of Fidato Wealth. 

RiXtrema announces the launch of its newest AI product, RemAI. RemAI has the power to revolutionize research, communication, and trading in financial markets.

​The new product could be likened to “ChatGPT for finance.” It has finance-related knowledge and technological capabilities that simply are not present in ChatGPT. It's a stunning new technology that leaves ChatGPT in the dust.

Responding to increasing concerns by small and mid-size business owners on how to prepare for future uncertainties as they seek to navigate today’s murky economic environment, Buckingham Advisors, has launched a series of free educational and business-building videos to help small and mid-size businesses. This established consulting team specializes in providing investment management, financial planning, tax, and business services for small and mid-size businesses. ​

Advyzon announces updated integration capabilities with RightCapital.

Advyzon’s integration with RightCapital sends data directly from Advyzon through API access and offers multiple capabilities, including connecting important information to client plans, allowing advisors to import client profiles from Advyzon into RightCapital, and sending RightCapital reports directly to Advyzon. Once integrated, investment account and life insurance data can be synced from Advyzon to RightCapital.

The Institute for the Fiduciary Standard announced its latest Fiduciary Campaign, to help consumers better understand broker/dealers (BDs) and independent Registered Investment Advisors (RIAs), whose legal and business differences are often ignored.

The panelists each spoke about their experiences regarding fiduciary standards and why fiduciary standards are so important for consumers.

Advyzon announced details on the inaugural Advyzon Conference, which will take place February 20-22, 2024 at the Sheraton Phoenix Downtown Hotel.

Advyzon’s conference mission is to bring outside-the-box thinking, technology, service, and experience together in a fun and joyful way. The three day conference will combine storytelling, immersive programming, and unrivaled technology to help take advisory firms to a whole new level. ​

Kwanti announced a new integration with Altruist. Advisors using both Kwanti and Altruist can leverage Kwanti’s comprehensive suite of analytics – including detailed allocation drill downs, expense and income analysis, and stress testing client portfolios – and now have the ability to view actual performance data that is reconciled daily for their Altruist accounts. Both positions and history are transferred and are refreshed daily with data from previous close.

RiXtrema announced the launch of version 2.0 of its game changing AI tools, AdvisorAI and 401kAI. The new AI tools and their extraordinary capabilities give advisors the ability to do three hours of research in just three minutes, allowing advisors to increase productivity and effectiveness 10X. They completely change how advisors will work with client statements and documents by employing advanced computer vision technology and multiple language models to deliver actionable reports to any prospect within minutes of seeing a statement. Importantly, these tools protect data privacy, a capability unique to AdvisorAI and 401kAI and new in the AI and finance industry.​

The Institute for the Fiduciary Standard will hold a one hour media briefing September 28, 2023 beginning at 10:00 a.m. ET to announce its latest Fiduciary Campaign. The Fiduciary Campaign will help consumers better understand broker/dealers (BDs) and independent Registered Investment Advisors (RIAs), and the differences that are often ignored today.

The Alliance of Comprehensive Planners (ACP) announced the details of their upcoming 2023 ACP Annual Conference, which will take place November 7-10, 2023 at The Davenport Grand in Spokane, Washington. ​

The ACP expects over 100 members to attend this year’s conference – in addition to other advisors, partners, sponsors, vendors, and journalists – which will feature a handful of keynote speakers, a plethora of breakout sessions, multiple preconference workshops, a robust exhibit hall, video, podcast, and other media opportunities, social events and receptions, networking, and more. ​

Advisors and the media are invited to attend RiXtrema’s free live online event on September 28th and learn how to become a 10X advisor in productivity and effectiveness with new versions of the company’s AI products, AdvisorAI and 401kAI. The new versions of AdvisorAI and 401kAI feature a number of important breakthroughs.

Idea Decanter announced a strategic partnership with Carson Coaching. Idea Decanter will now be providing video and coaching services to Carson Coaching members. The partnership includes an exclusive coaching bootcamp at the Carson Excell conference on September 12-14, 2023 in Nashville. This interactive experience, which was fully booked within an hour of release, will help advisors develop on-camera skills and feel more comfortable as they launch and embrace proven video marketing tactics. In addition to providing a solid platform for advisors who are new to video communications, Idea Decanter will also help fine-tune advisors’ already established video marketing and take them to the next level.

​Blue Chip Partners (“Blue Chip”) was named one of the Best Places to Work in Southeast Michigan for 2023 by Crain’s Detroit Business.

“Success is measured in many ways,” said Robert Steinberg, Founder and CEO of Blue Chip Partners. “However, building a fast-growing company with happy employees is near the top of the list. I’m so thankful for and proud of our team that contributed to this achievement and make Blue Chip Partners such a great place to work.”

RiXtrema announced two groundbreaking AI-driven productivity tools: AdvisorAI™ and 401kAI™. AdvisorAI and 401kAI incorporate powerful data capabilities that allow subscribers to rapidly gather pertinent information, get summarization and analysis in minutes, and then quickly create custom emails and call pitches. With these tools, advisors can be more productive and effective, potentially increasing their efficiency 10X.

In a recent video interview with industry influential Marie Swift, CEO of Impact Communications, RiXtrema President Daniel Satchkov explained why these new AI tools are generating so much interest with fiduciary advisors nationwide. To view the video replay, click here.