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RiXtrema Announces AdvisorAI and 401kAI for Financial Advisors, Plan Advisors

8/30/2023

RiXtrema announced two groundbreaking AI-driven productivity tools: AdvisorAI™ and 401kAI™. AdvisorAI and 401kAI incorporate powerful data capabilities that allow subscribers to rapidly gather pertinent information, get summarization and analysis in minutes, and then quickly create custom emails and call pitches. With these tools, advisors can be more productive and effective, potentially increasing their efficiency 10X.

In a recent video interview with industry influential Marie Swift, CEO of Impact Communications, RiXtrema President Daniel Satchkov explained why these new AI tools are generating so much interest with fiduciary advisors nationwide. To view the video replay, click here.

Bogart Wealth Named to Top Financial Advisor and Fastest-Growing Companies Lists in Forbes, Financial Advisor Magazine, Washington Business Journal, and Inc.

8/29/2023

Bogart Wealth was named to multiple lists of top financial advisors and fastest-growing companies in national and industry publications over the past couple months.

CEO James Bogart was named Forbes’ top Next-Gen Wealth Advisor in Virginia in the 2023 list of Best-In-State Next-Gen Wealth Advisors, coming in at #33 overall in the 2023 list of America’s Top Next-Gen Wealth Advisors. Bogart was also named a 2023 ThinkAdvisor Luminaries finalist for Executive Leadership among RIA firms.

Kwanti Announces Tax Portfolio Analysis and Advanced Model Tracking

8/22/2023

Kwanti announced two new enhancements to their platform, including Tax Drag Analysis, which allows advisors to identify hidden portfolio expenses and tax liability.

"Investing involves many hidden costs that reduce returns,” said Christophe Gauthron, CFA®, Founder and CEO of Kwanti. “It’s important for financial advisors to not only identify these costs in portfolios but also demonstrate and explain them in an understandable fashion to clients.”

Advyzon Investment Management (AIM) Adds Fidelity, Alpha Vee Solutions, KKM Financial, and Zacks

8/16/2023

Advyzon Investment Management (AIM) added multiple new asset managers to their platform, including Fidelity Investments, Alpha Vee Solutions, KKM Financial, and Zacks Investment Management. With these new strategists, AIM currently has over 150 strategies available to financial advisors in their Nucleus model marketplace, from 20 asset managers.

AI Chatbots, Frauds and Scams: Buckingham Advisors Provides 5 Tips to Mitigate Risk

8/15/2023

Financial services companies and individuals are at risk of losing data with AI chatbots, and becoming victims of frauds and scams including email phishing, counterfeit text messages, and imposter calls. In response to these threats, Buckingham Advisors, an Ohio-based independent financial advisory firm that provides investment management, financial planning, tax, and business services, has identified 5 tips for helping financial services companies protect their data, their firms and their clients from these threats.

StraightLine Hires Rob Rickey to Lead Expanding Focus on Employer-Sponsored Retirement Plans

8/15/2023

StraightLine Group announced that industry veteran Rob Rickey, CFP®, has joined the firm as Chief Growth Officer. Rickey will lead strategic efforts as the firm expands its focus on delivering general education, communication, and advice to individuals in employer-sponsored retirement plans. Rickey stands on over 25 years of experience in the retirement industry, most recently working as Managing Director and Head of Advisor Services at TIAA, where he played a pivotal role in bringing independent fiduciary advice solutions to individuals whose employer-sponsored retirement plans were at TIAA.

RiXtrema Announces AdvisorAI and 401kAI for Financial Advisors, Plan Advisors

Bogart Wealth Named to Top Financial Advisor and Fastest-Growing Companies Lists in Forbes, Financial Advisor Magazine, Washington Business Journal, and Inc.

Kwanti Announces Tax Portfolio Analysis and Advanced Model Tracking

Advyzon Investment Management (AIM) Adds Fidelity, Alpha Vee Solutions, KKM Financial, and Zacks

AI Chatbots, Frauds and Scams: Buckingham Advisors Provides 5 Tips to Mitigate Risk

StraightLine Hires Rob Rickey to Lead Expanding Focus on Employer-Sponsored Retirement Plans

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