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Advyzon Investment Management Introduces First Manager-Traded Strategies with Schwab Asset Management

1/26/2026

Advyzon Investment Management (AIM), a seamlessly integrated unified investment solutions platform through the comprehensive wealthtech platform Advyzon, announced an exciting new relationship with Schwab Asset Management®, offering Wasmer Schroeder® Strategies, a provider of a broad host of portfolio strategies across the duration, credit, and tax-efficiency spectrum. Schwab Asset Management and its Wasmer Schroeder Strategies will be the first fixed income focused strategist available in AIM’s Manager Traded Strategy program.

As the first manager traded strategies available on AIM’s Nucleus Model Marketplace, Schwab Asset Management will manage the day-to-day trading. The AIM investment team currently builds and trades individual bond strategies, but the Wasmer Schroeder Strategies will be AIM’s first actively managed strategies by an outside fixed income manager.

BX Partners Launches Real-Time Market Risk Intelligence Tool for Financial Advisors

1/20/2026

BX Partners, a research-driven investment consulting platform serving chief investment officers (CIOs), financial advisors, registered investment advisers (RIAs), and broker-dealers, today announced the launch of BX Risk Shield (TM), a real-time market sentiment and trend-monitoring system. BX Risk Shield is designed to help financial institutions and investment advisory firms navigate market uncertainty and make more informed risk-allocation decisions. This new open architecture solution helps investment firms interpret market signals, manage portfolio risk with discipline, and clearly communicate decisions to clients – and it is free to use, no strings attached.

BX Risk Shield addresses one of the most persistent challenges facing the financial services industry today: knowing when to increase, decrease, or maintain portfolio risk amid constant geopolitical headlines, economic noise, and emotionally driven market narratives. Rather than relying on hunches or single-manager opinions, BX Risk Shield delivers a rules-based framework that translates complex market signals into a clear, actionable view of overall market conditions.

BX Partners and Boosted.ai Bring Advanced AI-Powered Insights to Advisors, Model Builders and Asset Managers

1/14/2026

BX Partners and Boosted.ai announced a new collaboration. Through this partnership, firms across the BX ecosystem will gain access to investment strategies based on Boosted.ai’s intelligence platform. The integration brings institutional-grade AI capabilities to financial advisors, model builders, and asset managers using the BX Index platform, multistrategy portfolios, and BX’s distribution network, including Alphathena, Stratifi, UX, Adhesion, and select turnkey asset management platforms.

Boosted.ai empowers investment teams to automate tedious tasks, monitor market movements, and surface actionable insights at scale. The technology mirrors real investment workflows, cuts through market noise, accelerates research processes, and supports the delivery of insights that investment committees and clients can trust.

By integrating Boosted.ai into its platform, BX Partners strengthens its commitment to offering advisors differentiated research capabilities, modern technology, and scalable tools. Advisors can blend Boosted.ai’s insights with active strategies, direct indexing, passive solutions, and factor driven models to create a consistent and repeatable investment process.

Operations Strategist Claire Alexander Announces Masterclass for Financial Advisors Scaling to $1B+

1/6/2026

Claire J. Alexander, the respected operations strategist and trusted advisor behind some of the financial services industry’s most aggressive AUM expansion arcs — including assisting advisors in scaling firms from $100M to $3.5B in just three years — has announced The Billion Dollar Firm Trifecta Masterclass. This exclusive intensive is designed for financial advisory leaders navigating the complexity that comes with accelerated firm expansion.

The Billion Dollar Firm Trifecta Masterclass is set for January 20, 2026. The 180-minute virtual masterclass is designed as a senior-level conversation focused on the decisions, structures, and leadership shifts required to scale thoughtfully and sustainably. The session culminates in the final segment, where the Trifecta — Architecture, Authority, and Alignment — is fully integrated into a cohesive roadmap for durable, permanent growth.

Advyzon Investment Management Introduces First Manager-Traded Strategies with Schwab Asset Management

BX Partners Launches Real-Time Market Risk Intelligence Tool for Financial Advisors

BX Partners and Boosted.ai Bring Advanced AI-Powered Insights to Advisors, Model Builders and Asset Managers

Operations Strategist Claire Alexander Announces Masterclass for Financial Advisors Scaling to $1B+

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