Blog Archives

Travis Alexander CEO of Crux Wealth Advisors named to “150 Advisors to Watch” List

7/30/2024

Travis Alexander, Founder and CEO of Crux Wealth Advisors, was named on June 20, 2024 to the 2024 AdvisorHub 150 Advisors to Watch over $1B – ranking #50 on the list. According to the publisher, all who made the lists represent sophisticated practices that achieved scale without compromising their level of service and maintain a commitment to professionalism.

The 2024 AdvisorHub 150 Advisors to Watch over $1B ranking is based on an algorithm of criteria, focused on three key areas: Quality of practice, year-over-year growth, and professionalism and character. The rankings weigh the scores in quality and growth more heavily than other areas.

Former SEC Commissioner Robert J. Jackson Jr to speak on the state of BD standard Reg BI

7/18/2024

The Institute for the Fiduciary Standard will hold an important briefing to assess the state of the SEC’s Reg BI five years after its release June 5, 2019. The 90-minute briefing will be held virtually on July 24, 2024, 10:30 am – 12:00 pm ET.

Robert J. Jackson Jr will share his thoughts on Reg BI going forward. Commissioner Jackson will be joined by Joseph Peiffer (PIABA), Benjamin Schiffrin (Better Markets), and Knut Rostad (Institute for the Fiduciary Standard). Phyllis Borzi, Assistant Secretary for Employee Benefits Security, Department of Labor, who served from 2009-2017 in this role, will moderate the panel.

The Oasis Group Releases AI WealthTech Map as Resource for Wealth Management Firms

7/17/2024

The Oasis Group released their AI WealthTech Map, a resource that financial advisors and wealth management firms can use to discover leading artificial intelligence solutions and AI-focused firms serving the wealth management industry.

The Oasis Group identified 55 leading technology firms that specifically serve the financial services industry for inclusion in the map. The firms are not existing wealthtech solutions that are developing AI capabilities – these firms are AI first and were built to support the wealth management industry.

Henry Zelikovsky of Softlab360 to Speak on AI Use and Best Practices in the Financial Services Industry

7/10/2024

Softlab360 announced the participation of Henry Zelikovsky, Chief Executive Officer, in the upcoming Ezra Group webinar, “Moneyball for AI: How Wealth Management Firms Can Get The Most Bang for Their AI Bucks” happening Tuesday, July 23, 2024, at 2:00 p.m. Eastern Time (ET). Zelikovsky will showcase his thirty plus years of experience in software development as a panelist for the upcoming webinar.

The virtually-assembled panel will focus on artificial intelligence (AI) in wealth management. This webinar will equip attendees with the knowledge and tools necessary to leverage AI in their financial institutions and wealth management firms. The panelists will delve into the various ways AI is revolutionizing the world of financial services. From enhancing investment decision-making to delivering personalized services to clients, the potential applications are vast and transformative.

Advyzon Investment Management (AIM) Partners with FINIAT to Provide Turnkey Trading and Portfolio Management

7/9/2024

Advyzon Investment Management (AIM) announced a partnership with FINIAT that enables financial advisors to provide turnkey trading for their client’s portfolios. The partnership takes FINIAT’s powerful solutions to the next level by integrating them with Advyzon’s trading and portfolio management capabilities.

With Advyzon’s innovative technology, FINIAT’s solutions will be automated, allowing advisors to effortlessly maintain optimal portfolios – with dynamic adjustments to reflect changing market conditions and client goals. Advisors can prioritize high-value activities such as client relationships and business development while the platform handles the intricacies of portfolio management.

Travis Alexander CEO of Crux Wealth Advisors named to “150 Advisors to Watch” List

Former SEC Commissioner Robert J. Jackson Jr to speak on the state of BD standard Reg BI

The Oasis Group Releases AI WealthTech Map as Resource for Wealth Management Firms

Henry Zelikovsky of Softlab360 to Speak on AI Use and Best Practices in the Financial Services Industry

Advyzon Investment Management (AIM) Partners with FINIAT to Provide Turnkey Trading and Portfolio Management

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