Blog Archives

Marquis Who’s Who Honors C. Marie Swift for Expertise in PR, Marketing Communications and Entrepreneurship

8/30/2024

C. Marie Swift has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.

Ms. Swift works in PR and marketing communications, leveraging 35 years of expertise to support her role as the president and chief executive officer of Impact Communications Inc., where she has been instrumental for over three decades. Serving the financial services industry since 1993, her company delivers quality services to wealthtech companies and financial services firms – including independent advisory firms and entrepreneurial advisors, custodians, independent broker/dealers, and allied others. Managing a team of 15 professionals, Ms. Swift’s goal is to ensure the delivery of strategic execution to clients. Her leadership has driven the company’s success and fostered a culture of innovation and proactive problem-solving.

The Oasis Group Launches Research Series Analyzing Custodian Platforms and Other Wealth Management Service Providers

8/27/2024

The Oasis Group, a leading consultancy for the wealth management industry, recently launched a new research series called Vantage Point Peaks, which provides in-depth reports and competitive analysis on a range of service providers in the wealth management industry. The reports are designed to help wealth management firms become more informed buyers when breaking away or looking for new wealthtech solutions.

“We’re so excited to bring our new research series to the marketplace,” said John O’Connell, founder and CEO of The Oasis Group.“ Vantage Point Peaks will give wealth management firms a leg up when determining which service providers are the right fit for their firm. This research will save firms significant time when generating their short list of custodian providers.”

Advyzon Introduces Samantha Schwimmer as Chief Marketing Officer

8/14/2024

Advyzon announced that Samantha Schwimmer has joined the team as Chief Marketing Officer. With nearly 15 years of experience in the financial services industry, Schwimmer brings her marketing expertise to the award-winning all-in-one wealthtech platform.

Schwimmer has been tasked with helping Advyzon enhance its market presence, better demonstrate its value, and move into new market segments – namely on the enterprise, institutional, and investment management sides of the business – in addition to providing continued support to Advyzon’s exceptional core technology solutions.

New RIA Crux Wealth Advisors Launches with Its First Tranche of $1B+ AUM and Additional Set for 2024

8/13/2024

Crux Wealth Advisors (Crux) announced their official launch as a hybrid Registered Investment Adviser and full service wealth management firm. After two years of due diligence and preparation, the now fully autonomous firm launched with its first tranche of $1 billion in client assets under management (AUM) in a planned multi-phase transition strategy in order to minimize client and business disruption while allowing for equally as efficient transitions in the coming months.

Innovayte and Advyzon Partner to Create Single, State-of-the-Art Technology Solution

8/12/2024

Innovayte and Advyzon announced the launch of their groundbreaking, state-of-the-art platform and model marketplace. For Innovayte, Advyzon has created its first and only custodial back-end platform.

The technology offers advisors a unique solution combining a separately managed account (SMA) and model marketplace with access to third-party asset managers – offered by Advyzon Investment Management (AIM), the turnkey asset management program under the Advyzon umbrella – all built from a unified managed account (UMA) framework.

Equita Financial Network Welcomes Three New Firms to their Signature Platform