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Myriad Advisor Solutions Announces New Podcast to Help Small Business Owners Excel

7/18/2023

Myriad Advisor Solutions announced that they are launching a new podcast titled The White Report. Hosted by Myriad’s own Chief Executive officer, Danielle White (White), The White Report provides actionable steps and advice to small business owners at every stage of a company’s launch and growth. Each episode features a different business expert who will discuss with White pertinent topics that touch on executive leadership, business management, human capital, technology, marketing and more.

Advyzon Releases Asset Allocation White Paper Showing ETFs Are Now More Popular Than Mutual Funds

7/13/2023

Advyzon, released “The New Diversification: Asset Allocation Into 2023”, a white paper that looks at how advisors have invested client funds over the past five years, with a particular focus on the shifts made during 2022.

Among the highlights: The amount of money in alternative investments jumped more than 400% compared to previous years; advisors pulled money out of equities; cash equivalents and individual bonds benefited from higher yields; and ETFs dethroned mutual funds as the top investment vehicle for financial advisors.

Henry Zelikovsky of Softlab360 to speak on AI/ML Transformation in the Wealth Management Industry

7/11/2023

Softlab360 announced the expansion of their European offices along with the participation as a panelist of Henry Zelikovsky, Chief Executive Officer, in the upcoming Ezra Group webinar, From Data to Dollars: How AI Transforms Wealth Management, happening Tuesday, July 25, 2023, at 2:00 p.m. Eastern Time (ET).

Myriad Advisor Solutions Announces New Podcast to Help Small Business Owners Excel

Advyzon Releases Asset Allocation White Paper Showing ETFs Are Now More Popular Than Mutual Funds

Henry Zelikovsky of Softlab360 to speak on AI/ML Transformation in the Wealth Management Industry

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