Media Source Portal - News and Announcements

YCharts Launches Risk & Proposal Manager for Financial Advisors

10/7/2026

YCharts, a leading investment research and client engagement platform trusted by thousands of financial professionals across North America, announced the availability of Risk & Proposal Manager, a feature that puts risk assessment, proposals, and ongoing client management under one platform.

For most advisors, assessing a client’s risk tolerance, building a proposal, and monitoring the portfolio over time means moving between multiple tools. Risk & Proposal Manager connects those steps within YCharts, from the first conversation with a prospect through ongoing client reviews. With client and portfolio context alongside risk assessments and proposals, advisors can turn what they learn about a prospect into a recommendation, monitor whether the portfolio stays aligned, and easily prepare for the next conversation.

Libretto Launches New Insights Hub for Financial Advisors

9/30/2026

Libretto, the ‘total wealth’ advice platform for RIAs and family offices, has launched Libretto Insights, a new educational hub featuring content and resources for financial advisors and wealth managers.

Libretto’s Insights page features educational articles, webinars, podcasts, videos, interviews, news, and other thought leadership content exploring concepts related to Libretto’s differentiated approach to financial planning and investing.

Libretto’s distinctive financial planning methodology is reflected across the content and resources available on its Insights page. Topics include managing clients’ total wealth, valuing human capital, working with UHNW clients, reimagining risk management, going beyond the Monte Carlo, AI’s increasing role in wealth management, and more.

The Great Wealth Transfer Could Become a Great Wealth Mirage

9/29/2026

Dunham & Associates Investment Counsel, Inc. (“Dunham”) announced the release of the research report The Arithmetic of Failure: How Obsolete Retirement Planning Mathematics May Prevent the Great Wealth Transfer, by Salvatore M. Capizzi, CEPA, CBDA, Executive Vice President of Dunham. The paper argues that much of today’s retirement planning remains based on 20- to 25-year time horizons, even as retirees may need portfolios to last 40, 50, or more years.

The report calls this potential shortfall the Great Wealth Mirage. Its central warning is that inflation can steadily erode purchasing power and increase withdrawals over the course of a long retirement, even when annual inflation appears modest and portfolio returns remain positive.

Advyzon and Advyzon Investment Management (AIM) Win Three 2026 Wealthies Awards as AIM Extends Three-Year Winning Streak

9/23/2026

Advyzon, an AI-powered, unified wealth management technology and data platform, and Advyzon Investment Management (AIM), its integrated investment management platform, announced three wins and nine finalist selections at the 2026 Wealth Management Industry Awards.

Together, the three wins and nine finalist recognitions across Advyzon, AIM, and Auria by Advyzon represented more awards and finalist nods than every other wealth technology company in the awards program.

Advyzon’s wins for Unified (All-In-One) Systems and CRM underscore the strength of its connected platform: one foundation powering the technology, workflows, and native AI that advisors use every day.

BX Partners Launches Risk-Aware Bitcoin Model for Financial Advisors

9/15/2026

BX Partners, a research-driven investment consulting platform serving chief investment officers (CIOs), financial advisors, registered investment advisers (RIAs), and broker-dealers, announced the launch of the BX Risk-Aware Bitcoin Model, a rules-based investment solution designed to help financial advisors incorporate Bitcoin into client portfolios through a disciplined, systematic investment process. Available through the BX Index platform, the model combines two independent investment methodologies from Dynalogic and phaseinvest to help advisors pursue Bitcoin's growth potential while seeking to reduce volatility and downside risk.

As interest in digital assets continues to grow, many financial advisors face a difficult challenge: how to address client demand for Bitcoin without exposing portfolios to the asset's historically significant volatility. Rather than relying on traditional buy-and-hold approaches or discretionary market timing, the BX Risk-Aware Bitcoin Model applies two complementary, rules-based strategies that systematically respond to changing market conditions.

Silicon Data Appoints Syntax Data as Independent Index Calculation Agent, Advancing Institutional Infrastructure for Compute Risk Management

9/8/2026

Silicon Data, the independent data and transparency layer for the compute economy, and Syntax Data, an institutional index provider and financial data and technology company, announced that Syntax has been appointed index calculation agent for Silicon Data’s benchmark index family covering GPU and AI infrastructure markets.

The appointment brings independent, third-party calculation to a set of benchmarks that increasingly serve as reference rates for a new asset class. Compute – the processing power required to train and run AI models – has historically traded through bilateral, opaque, and highly fragmented arrangements, with pricing that varies materially across providers, regions, hardware generations, and contract structures. Silicon Data’s rental indices, benchmarks, and forward curve have become the reference points that allow that exposure to be measured, priced, and, increasingly, hedged.

YCharts Makes Inc. 5000 List 10th Consecutive Year

9/1/2026

YCharts has been named to the Inc. 5000 list of America's fastest-growing private companies for the 10th consecutive year. The recognition caps a period of steady expansion for the company, which has also been named a 2026 Wealth Management “Wealthies” Award finalist and is set to speak at and attend the Future Proof Festival in Huntington Beach this month.

Inc. 5000 ranks private U.S. companies by revenue growth over a three-year period, drawing from tens of thousands of applicants each year. A decade of consecutive inclusion places YCharts among a small group of companies that have sustained high growth rates over that span, according to Inc.'s methodology.

Impact Communications and Fifteen Impact Clients Named Finalists in 2026 Wealthies and Luminaries Awards Programs

8/28/2026

Impact Communications, a full-service marketing and PR agency exclusively serving wealthtech, financial services, and independent financial advisory firms, today announced that it has been named a finalist in both the 2026 Wealth Management Industry Awards (the “Wealthies”) and the 2026 ThinkAdvisor Luminaries Awards – two of the most prominent and respected awards programs in the wealth management industry.

In the Wealthies competition, Impact was named a finalist for Digital Campaign of the Year, while 9 current and former clients also received finalist nods – totaling 19 in all. In the Luminaries program, Impact earned finalist recognition in the Educational Programs category, while 12 current clients were also named finalists across 34 total categories.

Brookwood Investment Group Partners with Amplify to Launch Brookwood Intelligence Platform™

8/28/2026

Amplify Technology, LLC ("Amplify"), the AI-native RIA growth platform built on data lake architecture, announced that Brookwood Investment Group ("Brookwood"), a Phoenix-based registered investment advisor, has partnered with Amplify to create the Brookwood Intelligence Platform,™ a unified technology foundation that brings data, investment intelligence, portfolio management, trading, account servicing, and advisor workflows together across the firm.

Brookwood had long envisioned a more connected technology environment, but as the firm grew, the limitations of its fragmented infrastructure became increasingly apparent. Advisors and staff were working across disconnected systems and piecing together information from multiple places, taking time away from serving clients and higher-value work. Amplify offered the connected infrastructure Brookwood needed to bring its data and workflows together, and provided a foundation for continued innovation as the firm scales.

Dunham Named Finalist in the 2026 Wealthies Competition

8/27/2026

Dunham & Associates Investment Counsel, Inc. (Dunham), an investment firm built for independent financial advisors by a former advisor, has been named a finalist in three categories of the 2026 Wealth Management Industry Awards, now known more simply as The Wealthies. Presented by Wealth Management, an Informa business publication serving financial professionals, The Wealthies recognizes organizations and individuals that support financial advisor success through leadership, service, and innovation. The 12th annual program received a record 1,392 nominations from 508 companies in 2026. Taken together, the nominations highlight Dunham’s approach to advisor support through leadership, original content, and practical education.

YCharts Releases PSN Top Guns List for Q2 2026, Highlighting Best-In-Class Separate Accounts, Managed Accounts and Managed ETF Strategies

8/26/2026

YCharts, a leading investment research and client engagement platform trusted by thousands of financial professionals across North America, has released its highly anticipated PSN Top Guns List for Q2 2026. The list is an important reference for plan sponsors, investors and asset managers, showcasing the best performing separate accounts, managed accounts and managed ETF strategies each quarter.

YCharts’ PSN SMA database includes over 2,800 firms, 285 universes, and more than 21,000 products, detailing asset breakdowns, compliance, key personnel and more. PSN's unique feature is its extensive historical database, offering more than 40 years of data, including net and gross-of-fee returns.

Brookwood Investment Group Expands Executive Leadership as Firm Advances Professional Advisor Partnership Model

8/19/2026

Brookwood Investment Group, a nationally recognized, independent RIA firm committed to redefining the advisor independence through an advisor-centric, fiduciary-first platform, is building a platform that combines institutional scale with something increasingly valuable in an age of accelerating technology: the human professional. As technology becomes more powerful, the professionals using it will matter more. The firm is expanding its leadership and institutional capabilities as it advances a Professional Advisor Partnership model.

As part of that next stage, Brookwood announced the expansion of its executive leadership team: Claire Alexander as President; Michael Jones as Chief Growth Officer; Jasmine Yu as Chief Operating Officer; and Jeffrey Williams as Chief Financial Officer and Head of Institutional Operations.

YCharts Names Industry Veteran Steve Bendt as Chief Marketing Officer

8/18/2026

YCharts, a leading investment research and client engagement platform trusted by thousands of financial professionals across North America, announced the appointment of Steve Bendt as Chief Marketing Officer. He will lead YCharts' global marketing organization, reporting to CEO Sean Brown, with responsibility for brand, demand generation, and go-to-market strategy across the company's RIA, enterprise, and asset manager markets.

Bendt joins YCharts with nearly 30 years of marketing experience, including CMO roles at industry leading investment research and fintech companies, bringing a track record of building high-performing teams inside high-growth financial data and investment research businesses.

The Arch's Anvil Expands Leadership Team and Platform as Advisory Firms Face Increasing Organizational Complexity

7/22/2026

The Arch's Anvil, an operational consulting firm for independent registered investment advisors (RIAs), announced the addition of Tamara Stelting as Executive Consultant and an expansion of its consulting platform. The firm will detail both during a live webinar, "Growing Your Firm Beyond You," on Thursday, August 6.

The expansion follows a recent organizational diagnostic conducted by The Arch's Anvil, which found a consistent pattern among participating firms: leadership teams had a clear vision for where the business was headed, while many employees struggled to explain how their day-to-day work contributed to that vision.

Advyzon Launches Advyzon AI, the AI That Already Understands Advisors

7/22/2026

Advyzon, a comprehensive wealth management technology and data platform for financial advisors and investment managers, launched Advyzon AI, an embedded, agentic intelligence system built natively within the platform.

Advyzon AI defines a new category of “All-in AI”: an operating model where intelligence is embedded across a unified platform, single data model, and cohesive architecture – rather than added through disconnected tools or integrations.

Built on more than a decade of advisor workflows, Advyzon AI delivers context-native intelligence from day one – understanding how advisors work, orchestrating workflows, executing tasks, and delivering actionable, decision-ready insights to improve efficiency across the practice.

T3 Technology Conference Opens Registration for 2027 Event Focused on the AI-Augmented Advisor

7/22/2026

Registration is now open for the 2027 T3 Technology Conference, the wealth management industry’s longest-running technology conference for financial advisors and enterprise technology decision-makers, produced by T3 Technology Tools for Today.

Scheduled for March 22-25, 2027, at The Cosmopolitan of Las Vegas, the T3 conference will once again bring together financial advisors, wealth management executives, fintech innovators, and industry leaders to explore how artificial intelligence, integrated technology platforms, and human expertise are reshaping the future of financial advice.

The 2027 conference theme, “From Knowledge to Wisdom: The AI-Augmented Advisor”, reflects the industry’s evolution beyond simply adopting AI tools toward using technology to enhance advisor judgment, client relationships, and business outcomes.

Prestige Advisors Attends Dunham Advisory Board Event Focused on the Future of Wealth Management

7/9/2026

Mark Clark, CFP®, CKA®, Founder / Tax and Financial Planner, and Nick Duvall, an Advisor with Prestige Advisors, Inc. (“Prestige”), participated in the two-day 2026 Dunham Advisory Board (DAB) meeting hosted by Dunham & Associates Investment Counsel in San Diego, California. Prestige is a wealth management firm specializing in strategic tax planning, business succession planning, asset protection, and wealth management for business owners, entrepreneurs, and high-net-worth families.

Clark and Duvall were among only ~75 financial professionals from across the country invited to attend. This elite group of professionals gathered to discuss the future of wealth management, client experience, artificial intelligence, cybersecurity, trust planning, and business growth strategies. The theme this year, “Reinvention Ready,” centered on helping advisors adapt to rapid change in the financial services industry while continuing to deliver personalized guidance and long-term value to clients.

Aspyre Wealth Partners Celebrates Team Growth and New Office in Overland Park

7/7/2026

Aspyre Wealth Partners (Aspyre), a fee-only fiduciary financial planning and wealth management firm, announced their move to a newly expanded office space in Overland Park, Kansas, and a year of growth with the addition of six new associates.

The firm's new office, located at 10851 Mastin Street, Suite 1050, provides added room for collaboration, client meetings, and future growth while remaining conveniently located near their previous office. The new office will support Aspyre's continued team growth focused on delivering comprehensive services in a comfortable environment.

National Market Strategist and CNBC Contributor Ryan Detrick to Present July Mid-Year Outlook in Saint Joseph

6/30/2026

Gertsema Wealth Advisors (GWA), an independent SEC Registered Investment Adviser (RIA) and financial planning firm, announced they will host a special Mid-Year Outlook on Wednesday, July 15, featuring Ryan Detrick, CMT, Chief Marketing Strategist at Carson Group. Detrick, who is also a CNBC contributor, is visiting to help local investors and community members better understand what the markets have done so far this year and what may lie ahead.

The event will be held from 12:00 p.m. to 1:30 p.m. at the inspireU Children’s Discovery Center Event Space, 521 Felix Street, St. Joseph, MO 64501, a new, state‑of‑the‑art venue in downtown St. Joseph. Lunch will be provided by Gina’s Cafe and Catering.

Market Risk Composite Rebounds to 8.9, Signaling Improved Market Conditions

6/30/2026

On June 25, 2026, the BX Risk Shield market risk composite rebounded to 8.9 after falling to 5.67 in early April, indicating that the risk of a substantial equity market drawdown has declined meaningfully over the past two months. The latest reading reflects improving market conditions across multiple indicators.

Eight of the underlying indicators are currently Bullish (positive), while one is neutral and none Bearish. The composite has also shifted to favor growth-oriented exposures over value-oriented exposures, reflecting increased confidence in market risk appetite.

Dunham Earns Three Finalist Honors in 2026 InvestmentNews Excellence Awards

6/23/2026

Dunham & Associates Investment Counsel, Inc. (“Dunham”), a San Diego-based asset management and trust services firm with more than 40 years asset management experience, has been named a finalist in three categories of the 2026 InvestmentNews Excellence Awards: the Prudential Advisors Award for Asset Manager of the Year, Back Office Support — Compliance Team of the Year, and Wholesaler of the Year for Regional Director Rob Pancrazi.

Final winners will be announced in June 2026 and are selected through a five-stage process: open nominations; internal research by InvestmentNews; submission of detailed materials by selected excellence awardees; review by an independent panel of industry leaders using defined criteria; and final selection via a panel assessment panel and voting for winners in each category according to the relevant category criteria.

YCharts Unveils Specialized AI Agent for Financial Advisors and Asset Managers

6/16/2026

YCharts, a leading investment research and client engagement platform trusted by financial professionals across North America, today announced the launch of Y, a specialized AI agent purpose-built for the way they work. Y marks the next evolution of AI at YCharts and is a meaningful step forward for the financial services industry.

Purpose-built for financial workflows, Y operates natively within the YCharts platform, with direct access to the data, tools, and report formats that general AI tools simply don't have. For users still building comfort with AI, it's available when they're ready, with no pressure to change how they work today. Y was built with compliance in mind from day one. Every output includes compliance guardrails, customizable disclosure language, and 16 years of regulatory experience built in.

Alliance of Comprehensive Planners Rebrands and Announces 2026 ACP Annual Conference

6/10/2026

The Alliance of Comprehensive Planners (ACP), a community of tax-focused, fiduciary financial advisors who provide comprehensive wealth building strategies for their clients on a commission-free retainer basis, announced the 2026 ACP Annual Conference, which will take place September 15-17, 2026 in Tucson, Arizona.

The 2026 ACP Annual Conference will be hosted at Loews Ventana Canyon Resort, a scenic desert resort nestled at the base of the Santa Catalina Mountains in Tucson, Arizona. The conference offers a boutique, community‑driven experience focused on meaningful conversations, high‑quality education, and genuine relationship‑building. Attendees benefit from expert‑led sessions, peer‑to‑peer learning, and collaboration with professionals who share ACP’s values and approach to comprehensive planning.

Utah Communities Rally Around 22-Year-Old Heart Transplant Recipient

5/29/2026

After spending 22 years preparing for the possibility of a heart transplant, Utah resident Jaxson Lunceford and his family suddenly found themselves facing a life-or-death emergency. Within days, Jaxson's condition deteriorated rapidly, leading to four open-heart surgeries and an urgent placement on the heart transplant waitlist. Just 72 hours later, a donor heart changed everything.

Now, as Jaxson begins recovery, friends, neighbors, volunteers and local businesses across Utah Valley are coming together to support the Lunceford family through a community-wide yard sale fundraiser and a shared commitment to raising awareness about the life-saving gift of organ donation.

Read more about Jaxson’s recovery, the community rallying around his family, and the powerful reminder that a single decision to become an organ donor can change countless lives.

Learn More

Libretto Earns High Customer Satisfaction Ratings in 2026 Advisor Software Survey from T3 Technology Tools for Today and Inside Information

5/26/2026

Libretto, the “total wealth” advice platform for RIAs and family offices, recently achieved high client satisfaction ratings in the 2026 T3 / Inside Information Software Survey – a widely referenced study in the wealthtech industry. Libretto earned the highest user satisfaction rating among firms with more than 1% market share in the Financial Planning Software and Portfolio Design Solutions categories.

The results of the annual technology survey and report, produced by Joel Bruckenstein of T3 Technology Tools for Today and Bob Veres of Inside Information, were unveiled and presented live at the 2026 T3 Technology Conference, which took place March 9-12 in New Orleans and saw over 1,000 total attendees. The survey is one of the most widely referenced attempts to quantify what technology advisors are using, what they want to see more of, and which solutions they like best. Technology firms are ranked based on advisor input.

<<Previous

YCharts Launches Risk & Proposal Manager for Financial Advisors

Libretto Launches New Insights Hub for Financial Advisors

The Great Wealth Transfer Could Become a Great Wealth Mirage

Advyzon and Advyzon Investment Management (AIM) Win Three 2026 Wealthies Awards as AIM Extends Three-Year Winning Streak

BX Partners Launches Risk-Aware Bitcoin Model for Financial Advisors

Silicon Data Appoints Syntax Data as Independent Index Calculation Agent, Advancing Institutional Infrastructure for Compute Risk Management

YCharts Makes Inc. 5000 List 10th Consecutive Year

Impact Communications and Fifteen Impact Clients Named Finalists in 2026 Wealthies and Luminaries Awards Programs

Brookwood Investment Group Partners with Amplify to Launch Brookwood Intelligence Platform™

Dunham Named Finalist in the 2026 Wealthies Competition

YCharts Releases PSN Top Guns List for Q2 2026, Highlighting Best-In-Class Separate Accounts, Managed Accounts and Managed ETF Strategies

Brookwood Investment Group Expands Executive Leadership as Firm Advances Professional Advisor Partnership Model

YCharts Names Industry Veteran Steve Bendt as Chief Marketing Officer

The Arch's Anvil Expands Leadership Team and Platform as Advisory Firms Face Increasing Organizational Complexity

Advyzon Launches Advyzon AI, the AI That Already Understands Advisors

T3 Technology Conference Opens Registration for 2027 Event Focused on the AI-Augmented Advisor

Prestige Advisors Attends Dunham Advisory Board Event Focused on the Future of Wealth Management

Aspyre Wealth Partners Celebrates Team Growth and New Office in Overland Park

National Market Strategist and CNBC Contributor Ryan Detrick to Present July Mid-Year Outlook in Saint Joseph

Market Risk Composite Rebounds to 8.9, Signaling Improved Market Conditions

Dunham Earns Three Finalist Honors in 2026 InvestmentNews Excellence Awards

YCharts Unveils Specialized AI Agent for Financial Advisors and Asset Managers

Alliance of Comprehensive Planners Rebrands and Announces 2026 ACP Annual Conference

Utah Communities Rally Around 22-Year-Old Heart Transplant Recipient

Libretto Earns High Customer Satisfaction Ratings in 2026 Advisor Software Survey from T3 Technology Tools for Today and Inside Information

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