Media Source Portal - News and Announcements

Syntax Data and PM Insights Partner to Address $3 Trillion Private Market Data Gap as RIAs Demand Public-Private Parity

11/11/2025

Syntax Data, a financial data and technology provider offering data-optimized index solutions, and PM Insights, a leading independent market data provider for venture-backed private companies, today announced a strategic partnership that combines Syntax’s proprietary company classification system with PM Insights’ comprehensive private market dataset. As institutional investors increasingly allocate to private markets amid extended IPO timelines and the rise of late-stage ‘private IPO’ rounds, the need for standardized classification and benchmarking across public and private assets has become critical.

The partnership unlocks analytical transparency by combining PM Insights’ extensive coverage of mid-to-late stage venture-backed private companies with Syntax’s patented Functional Information System (FIS®) classification framework.

Holistiplan Makes Waves with Industry Award Recognition for Insurance Risk Review Tool

11/11/2025

Holistiplan, known primarily for its tax planning software, has been recognized with a 2025 WealthManagement.com Industry Award (the "Wealthies") for its insurance and personal risk review capabilities. The award, announced at a gala in New York City, acknowledges the platform's role in helping financial advisors identify coverage gaps and integrate risk management into comprehensive financial planning.

The recognition comes as advisors face mounting client demand for insurance guidance. According to a 2021 Spectrum study, 72% of clients ask their advisors about insurance coverage, yet only 2% of advisors actively address property and casualty needs in their planning process.

RFG Advisory Expands Model Marketplace Through Strategic Partnership with Syntax Data

11/4/2025

RFG Advisory, an innovator in the wealth management industry committed to serving independent financial advisors and their clients, announced a strategic partnership with Syntax Data, a financial data and technology provider offering data-optimized index solutions, to expand the investment solutions available on the RFG Model Marketplace. Through this collaboration, RFG advisors can now access a suite of competitively priced, single-name equity portfolios designed to deliver greater customization and enhance long-term client outcomes.

The partnership pairs RFG’s institutional-quality portfolio framework with Syntax’s extensive background in equity security selection. The portfolios can be implemented as separately managed accounts (SMAs) and integrated seamlessly with other managers on the marketplace, providing advisors a flexible, scalable way to construct customized client portfolios within an SMA/UMA structure. All trading, rebalancing, cash flow management and tax-loss harvesting are handled by RFG to support operational ease.

The Oasis Group and Jump Release White Paper on Agentic AI in Wealth Management

11/4/2025

The Oasis Group , a leading consultancy for the wealth management industry, released a new white paper titled ‘Agentic AI in Wealth Management: Why Strong Processes Are the Foundation of Safe Adoption’, sponsored by Jump, a leading provider of AI solutions for financial advisors and financial services professionals.

The white paper outlines how wealth management firms should prioritize process discipline before deploying AI agents, highlighting the current state of AI agents in the wealth management industry, the value of standard operating procedures (SOPs), the pitfalls of weak or missing processes, and strategic implications for wealth management leaders. It also provides a process-first roadmap for how firms can prepare for agentic AI.

Bruce Traan Joins Syntax Data as President and COO of Syntax’s Index Division

11/3/2025

Syntax Data, a financial data and technology provider offering data-optimized index solutions, announced that Bruce Traan has joined the firm as President and COO of the Index Division. In this capacity, Traan will oversee operations, data policy, and business development for Syntax’s index business. He will also serve as an executive member of the Syntax Data LLC management committee, where his responsibilities will include overall business development and operations.

Traan brings a fresh dynamic to Syntax’s index business, where his broad experience in multi-asset, international markets, and data distribution will augment and enhance Syntax’s world-class development and production teams. Syntax currently provides custom index services and solutions to a wide range of well-recognized global financial institutions. The company recently launched Syntax Direct, a forward-looking index development tool that revolutionizes the rapidly growing direct-to-index investment process.

Wealth.com Becomes First Estate Planning Platform to Integrate with Advyzon

10/30/2025

Wealth.com, a leading end-to-end estate planning platform for financial advisors, announced a new direct integration with Advyzon, the all-in-one wealth management platform trusted by more than 2,400 financial advisors nationwide. This collaboration will simplify how advisors using Advyzon incorporate estate planning into their daily workflows. Through this integration, client and portfolio data flow directly from Advyzon into Wealth.com, enabling advisors to create and maintain accurate, up-to-date estate plans without duplicating work or managing disconnected systems.

Built to streamline advisor workflows, this integration gives financial advisors a faster, more connected way to deliver truly comprehensive planning experiences. It will allow joint customers of Advyzon and Wealth.com to eliminate manual data entry, reduce errors and ensure that estate plans reflect real-time client information. For clients, this means more complete, current plans and a seamless experience that connects their investments, goals and legacy in one ecosystem. For the broader wealth management industry, it marks another step toward true interoperability—where advisors can bring together financial planning, portfolio management and estate planning in one seamless workflow.

Intervallum Technologies and BX Partners Bring CrestCast™ Macro-Aware US Factor Rotation Indexes to Broader Audience

10/28/2025

Intervallum Technologies, creator of the CrestCast™ family of macro-aware US factor rotation indexes, today announced that BX Partners will provide access to the CrestCast™ indexes through the BX Index platform, multi-manager models, and BX’s full distribution ecosystem, including Index One, Alphathena, Artha, Stratifi, and by request through select turnkey asset management platforms (TAMPs). The collaboration marks an important milestone in bringing institutional-grade factor strategies to a broader audience of investment advisors and asset managers.

CrestCast offers a rules-based, macro-aware approach that dynamically rotates factor exposures based on regime classification. CrestCast is the first macro-aware US factor rotation index designed for use across ETFs, model portfolios, and direct indexing platforms. The goal is simple: blend macro awareness with long-only factor intelligence to strengthen diversification without adding complexity for the manager or the end investor.

Advyzon Announces Expanded Integration with Schwab Advisor Services™ to Streamline Account Opening and Client Management

10/28/2025

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, has recently enhanced its integration with Schwab Advisor Services to incorporate more streamlined, single sign-on (SSO) capabilities for advisors’ end clients, as well as seamless digital account opening.

“Our integration with Schwab is rooted in a shared commitment to continuous innovation and building technology that simplifies the advisor and client experience,” said Dirk Pearson, Chief Operating Officer of Advyzon. “By investing together in seamless, integrated workflows, we’re driving new levels of efficiency and convenience across platforms, enabling advisors to focus more on delighting their clients and less on operational complexity.”

Libretto Selected by Indivisible Partners to Deliver Total Wealth Planning on Indivisible Wealth Platform

10/28/2025

Libretto, the innovative advice platform empowering financial advisors and family offices with total wealth planning and investment software, announced that it has been selected by Indivisible Partners, a privately held independent advisory firm dedicated to advancing the success of elite advisors.

Through this partnership, Libretto’s total wealth planning capabilities will be fully integrated into the Indivisible Wealth Platform, enhancing Indivisible’s ability to equip advisors with sophisticated, scalable advice tools that sustain meaningful client relationships.

Advyzon Announces 2026 Advyzon Conference: Powered by Disruption

10/23/2025

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced details for the third annual 2026 Advyzon Conference, returning to the Sheraton Downtown Phoenix and taking place January 26–28, 2026.

Registration is now open for the event, which brings together financial advisors, investment managers, and industry professionals for three days of conversation, collaboration, and innovation. With the theme “Powered by Disruption: Igniting Ideas that Redefine the Wealth Management Industry”, this year’s conference will explore how technology, culture, and leadership are reshaping the advisor and client experience.

The Oasis Group and AdvisorEngine Release Research Report on AI Prospecting Tools

10/21/2025

The Oasis Group, a leading consultancy for the wealth management industry, recently launched a new research report on Artificial Intelligence (AI) Prospecting Tools, sponsored by AdvisorEngine Inc.®, a provider of a complete wealth management platform for investment advisory firms. The comprehensive report evaluates the role of AI Prospecting Tools in the wealth management sector – specifically analyzing their impact on Registered Investment Advisors (RIAs), family offices, broker-dealers (BDs), trust organizations, and their financial advisors – providing an in-depth analysis on the leading five AI Prospecting Tools: Aidentified, Catchlight, Finny.ai, TIFIN AG, and Wealthfeed.

“As AI-driven tools continue to reshape financial services, this study examines AI Prospecting Tool effectiveness on identifying new prospective clients, the ability to connect with and attract those prospects, and improve the advisor’s sales productivity,” said John O’Connell, founder and CEO of The Oasis Group. “The rapid adoption of AI in wealth management has been driven by a need for greater automation, compliance, and client engagement. AI Prospecting Tools have emerged as a critical capability, promising to reduce time to connect with prospective clients, as well as increase the accuracy in attracting the right prospects for the specific firms.”

Advyzon Expands Its All-In-One Platform with Financial Planning, Adding Kevin Hughes to Head Efforts and Tony Leal as a Strategic Advisor

10/15/2025

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, announced that financial planning will be a new offering on their platform and that Kevin Hughes, former executive at MoneyGuidePro, has joined as President of Financial Planning. In addition, Tony Leal, co-founder of MoneyGuide, will serve in a strategic advisory role as Executive in Residence.

“At Advyzon, our mission has always been clear: ONE Platform. ONE Solution. ONE User Experience, and ONE Dedicated Team,” said Hailin Li, founder and CEO of Advyzon. “With that vision, financial planning is no longer a different user experience – it becomes an integral part of a truly unified platform designed to enhance the advisor and end client experience and elevate client outcomes. Advyzon is the only platform with ONE cohesive user experience, from prospecting and financial planning to performance reporting and investment management. We’re so excited to welcome Kevin to the Advyzon team and for Tony to serve in an advisory role – they are disruptive forces and we look forward to launching in 2026.”

Kwanti Wins WealthManagement.com Industry Award for Portfolio Analytics for Second Consecutive Year

10/1/2025

For the second year in a row, Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, was named the winner of the ‘Portfolio Analytics’ award in the Technology Providers category of the 2025 WealthManagement.com Industry Awards thanks to their new Risk Profiling Platform – achieving back-to-back wins in this annual competition and industry-leading awards program often referred to as ‘The Wealthies’.

“We are deeply honored to receive this prestigious industry award for the second year in a row,” said Patric Glassell, Chief Growth Officer of Kwanti. “This recognition reflects our unwavering commitment to innovation and empowering advisors with powerful, intuitive analytics. Winning back-to-back motivates us even more to continue raising the bar, delivering solutions that help advisors navigate complexity and serve their clients with confidence.”

Impact Communications Appoints Jonny Swift as New President

9/26/2025

Impact Communications, Inc. (Impact), an award-winning marketing and PR firm that has since 1993 exclusively served the financial services industry, is formally announcing that Jonny Swift has been appointed President of the firm. Swift, who has been with Impact for 15 years, previously served as Vice President and Senior Relationship Manager. The leadership team intentionally chose to make the announcement via the Future Proof Festival conference app and on social media earlier this month, signaling the firm’s commitment to community-first, digital communication.

Impact founder Marie Swift will remain in her role as CEO and chief visionary, leading strategic planning conversations for select clients, speaking, and making public appearances, while collaborating with Impact’s steering committees and client service teams. In his new role as President, Jonny Swift will lead day-to-day operations while continuing to manage key client relationships and drive innovation across Impact’s service offerings.

Advyzon and Advyzon Investment Management (AIM) Win 2025 Wealth Management Industry Awards

9/25/2025

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, and Advyzon Investment Management (AIM), a seamlessly unified investment solutions platform within Advyzon, were both named winners at the 2025 WealthManagement.com Industry Awards. The annual competition and industry-leading awards program often referred to as ‘The Wealthies’ recognized both firms at the eleventh annual Industry Awards ceremony held on September 4th, 2025 in New York City, with Advyzon winning the award for Rebalancing and AIM winning the award for Model Marketplaces. In addition, with eight combined categories between Advyzon and AIM, Advyzon tied for the most finalist nods among all the companies that were honored.

“We’re absolutely thrilled to be recognized by WealthManagement.com and to accept these prestigious awards,” said Hailin Li, founder and CEO of Advyzon. “Our team has been hard at work on our Quantum Rebalancer and Nucleus Model Marketplace, and we’ve been determined to make Advyzon a singular solution that transforms the advisor experience. We believe our offering is the most comprehensive platform available to advisors today – and these awards reinforce that.”

New Study Reveals Challenges and Opportunities of Using AI Chatbots for Estate Planning

9/24/2025

EncorEstate Plans (Encore), the most comprehensive and customizable estate planning and trust funding solution for advisors, announced a groundbreaking study that reveals that consumers and advisors should approach AI chatbot-generated estate planning advice with caution. The study “Are AI Chatbots Reliable for Estate Planning?” compared the accuracy of leading AI chatbots—ChatGPT, Claude, Perplexity, and Google AI Mode—when answering 46 estate planning questions.

Encore’s team of experienced estate planners and paralegals scored each chatbot’s response on a traditional A-F scale to replicate how clients would use AI for estate planning. The findings indicate accuracy varies widely: Claude and Perplexity scored the most A and B grades, while ChatGPT and Google AI Mode received significantly more D and F grades. In particular, Google AI Mode failed to answer over half of the queries, and ChatGPT missed critical questions, raising reliability concerns for both advisors and consumers.

Impact Communications Clients Turn Heads as “Wealthies” Competition Unfolds for 2025 WealthManagement.com Industry Awards

8/19/2025

Impact Communications, a leading marketing and PR firm exclusively serving the financial services industry, is proud to announce that eight of its nominated clients have been named finalists for the 2025 WealthManagement.com Industry Awards, widely known as "The Wealthies." This recognition highlights the exceptional innovation, leadership, and dedication demonstrated by these organizations in advancing the financial advisory and wealth management profession.

Among the finalists for the 2025 WealthManagement.com Industry Awards are Advyzon, Advyzon Investment Management (AIM), The Oasis Group, EncorEstate Plans, Kwanti, Syntax Data, TaxStatus, and Bogart Wealth, each recognized for their outstanding achievements in advancing the success of financial advisors. This impressive group of finalists reflects the innovation, expertise, and leadership shaping the future of wealth management.

Ops Powerhouse Claire Alexander Launches Precision-Built Platform for Streamlined Operations, Scale and Growth

8/12/2025

A new era of business building begins with the official launch of The Arch’s Anvil, an operations and growth platform created by financial services industry veteran Claire Alexander (Alexander). Alexander aims to help service-based firms transform big visions into high-functioning businesses.

Developed through years of in-the-trenches experience in financial services, insurance, and real estate, The Arch’s Anvil brings a streamlined, centralized, and personalized approach to structuring and strengthening client-service operations, making it a powerful new tool for financial advisors, entrepreneurs, attorneys, CPAs, and other small business owners serving individual clients in service-based professions.

Alexander’s grounding principle for The Arch’s Anvil is this: Intentional business owners – and even accidental entrepreneurs – are the architects of their future.

Advyzon Investment Management Launches Sphere, Featuring Professionally Managed Model Portfolios with Zero Strategist Fees

8/7/2025

Advyzon Investment Management (AIM), a seamlessly unified investment solutions platform within Advyzon, today announced the launch of Sphere, a manager-sponsored platform providing a curated hub of professionally managed portfolios. Sphere allows financial advisors and their clients to benefit from institutional-grade models and investment strategies with zero strategist fees.

“We’re thrilled to introduce Sphere to the market because it represents a fundamental shift in how advisors can access institutional-quality investment management,” said Alex Riedel, Managing Director, Head of Client Portfolio Management at AIM. “While others in the industry have zero strategist fees, we’ve gone a step further by significantly reducing platform and trading fees. In doing so, we’re removing one of the biggest barriers that has prevented many advisors from offering their clients professionally managed model portfolios: cost.”

Levitt Capital Management Named Runner-Up for Best Investment Advisory in France

8/5/2025

Levitt Capital Management (LCM), a boutique investment advisory specializing in serving Americans in Europe, is excited to announce two major recognitions and updates to its staff and office location. Recognition includes LCM being named the runner-up for Best Advisory Firm in France for its size category at the prestigious Sommet du Patrimoine & de la Performance Awards after a presentation by firm founder Robert Levitt and Chief Growth Officer Yana Kossinskaya.

Also being announced is Levitt’s appointment to the Board of Trustees of the American Library in Paris (American Library) for the 2025-2026 term. The firm is adding two new staff members and renovating its office space.

Syntax Data Drives Innovation in Sector ETFs with Dynamic Volatility and Functional Indexing

7/30/2025

Syntax Data, a financial data and technology provider offering data-optimized custom index solutions, is at the heart of two major ETF launches reshaping sector-focused investing and large-cap diversification across the S&P 500 universe.

Syntax played a key role in the development of the WEBs Investments Defined Volatility Sector ETFs – a suite of 11 funds listed on the Nasdaq that applies the Defined Volatility strategy to the individual sectors within the S&P 500 – by creating the custom Defined Volatility indices that underpin each ETF in the suite. Syntax’s indices provide the dynamic, real-time volatility framework used by the ETFs, evaluating 21-day realized volatility daily and adjusting sector exposure accordingly. Syntax’s involvement ensured that the ETFs could offer precise, transparent, and adaptive sector-based risk management as their core investment approach.

EncorEstate Plans and eLegacy Make Attorney Access a Built-In Advantage for Advisors

7/29/2025

EncorEstate Plans (Encore) announced a groundbreaking partnership with eLegacy, integrating direct access to attorney-led document review and legal advice within Encore’s industry-leading platform.

Encore has already been dubbed “the standout leader” in estate document preparation according to the Kitces Advisor Productivity Survey, and an “All Star” in the estate planning software category in this year’s recognized T3/Inside Information survey. Now, with this new partnership with eLegacy, Encore is poised to make an even greater impact. This new partnership enables state-specific attorney review phone calls and estate document reviews, providing nearly complete coverage nationwide for Encore advisors.

Kwanti Unveils Unrivaled Cover Page Customization, Elevating Advisor Branding and Enterprise Identity

7/22/2025

Kwanti, a leading portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, proposal generation, and more, recently announced the launch of groundbreaking enhancements to its PDF report cover page customization. This industry-first functionality provides advisors with unparalleled control over branding and presentation, fundamentally transforming how they deliver client reports and proposals.

These advanced enhancements build significantly on Kwanti's existing capabilities, offering a level of design flexibility and brand integration previously unavailable in the market. The update directly addresses the critical need for advisors, particularly within large enterprises, to maintain stringent brand consistency and compliance across all client-facing deliverables.

Inside the Domestic Nuclear Revival - Research from Syntax Data

7/15/2025

On Friday, May 23, 2025, the Trump Administration signed four executive orders aimed at reaffirming U.S. leadership in nuclear energy. These directives called for expanding nuclear capacity and accelerating the deployment of advanced reactor technologies like microreactors and small modular reactors (SMRs). These newer technologies seek to address the cost, timing and safety challenges historically associated with nuclear power.

Leveraging Syntax’s proprietary classification data, we analyzed the year-to-date performance of three key nuclear sub-groups: Small Modular Reactors (SMRs), Uranium, and Generation.

Financial Avenues LLC Celebrates 15 Years of Fiduciary Financial Guidance

7/10/2025

Financial Avenues LLC (Financial Avenues), a fee-only (commission-free) financial planning and investment advisory firm, is celebrating its fifteenth anniversary. Over the past fifteen years, Financial Avenues has grown from a staff of just one to over half a dozen that has served more than 350 financial planning and investment advisory clients in the Kansas City area. Founder Tracy St. John, RICP® (St. John) is one of the first female financial planners in Missouri and Kansas to serve clients on a fee-only fiduciary basis, a business model that reduces conflicts of interest and clearly aligns client/advisor goals and priorities.

The firm’s focus on providing services on an hourly, as-needed basis, or on a continuous basis makes it possible for people from all walks of life to receive support. Managing assets is not the focus or requirement; however, it is an option, and this service is not a percentage of assets under management (AUM) and instead, charged on a flat fee basis. This service structure, which is not the norm in the financial services industry, has contributed to the firm’s ongoing success.

<<Previous

Syntax Data and PM Insights Partner to Address $3 Trillion Private Market Data Gap as RIAs Demand Public-Private Parity

Holistiplan Makes Waves with Industry Award Recognition for Insurance Risk Review Tool

RFG Advisory Expands Model Marketplace Through Strategic Partnership with Syntax Data

The Oasis Group and Jump Release White Paper on Agentic AI in Wealth Management

Bruce Traan Joins Syntax Data as President and COO of Syntax’s Index Division

Wealth.com Becomes First Estate Planning Platform to Integrate with Advyzon

Intervallum Technologies and BX Partners Bring CrestCast™ Macro-Aware US Factor Rotation Indexes to Broader Audience

Advyzon Announces Expanded Integration with Schwab Advisor Services™ to Streamline Account Opening and Client Management

Libretto Selected by Indivisible Partners to Deliver Total Wealth Planning on Indivisible Wealth Platform

Advyzon Announces 2026 Advyzon Conference: Powered by Disruption

The Oasis Group and AdvisorEngine Release Research Report on AI Prospecting Tools

Advyzon Expands Its All-In-One Platform with Financial Planning, Adding Kevin Hughes to Head Efforts and Tony Leal as a Strategic Advisor

Kwanti Wins WealthManagement.com Industry Award for Portfolio Analytics for Second Consecutive Year

Impact Communications Appoints Jonny Swift as New President

Advyzon and Advyzon Investment Management (AIM) Win 2025 Wealth Management Industry Awards

New Study Reveals Challenges and Opportunities of Using AI Chatbots for Estate Planning

Impact Communications Clients Turn Heads as “Wealthies” Competition Unfolds for 2025 WealthManagement.com Industry Awards

Ops Powerhouse Claire Alexander Launches Precision-Built Platform for Streamlined Operations, Scale and Growth

Advyzon Investment Management Launches Sphere, Featuring Professionally Managed Model Portfolios with Zero Strategist Fees

Levitt Capital Management Named Runner-Up for Best Investment Advisory in France

Syntax Data Drives Innovation in Sector ETFs with Dynamic Volatility and Functional Indexing

EncorEstate Plans and eLegacy Make Attorney Access a Built-In Advantage for Advisors

Kwanti Unveils Unrivaled Cover Page Customization, Elevating Advisor Branding and Enterprise Identity

Inside the Domestic Nuclear Revival - Research from Syntax Data

Financial Avenues LLC Celebrates 15 Years of Fiduciary Financial Guidance

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