RiXtrema announced the launch of version 2.0 of its game changing AI tools, AdvisorAI and 401kAI. The new AI tools and their extraordinary capabilities give advisors the ability to do three hours of research in just three minutes, allowing advisors to increase productivity and effectiveness 10X. They completely change how advisors will work with client statements and documents by employing advanced computer vision technology and multiple language models to deliver actionable reports to any prospect within minutes of seeing a statement. Importantly, these tools protect data privacy, a capability unique to AdvisorAI and 401kAI and new in the AI and finance industry.​

The Institute for the Fiduciary Standard will hold a one hour media briefing September 28, 2023 beginning at 10:00 a.m. ET to announce its latest Fiduciary Campaign. The Fiduciary Campaign will help consumers better understand broker/dealers (BDs) and independent Registered Investment Advisors (RIAs), and the differences that are often ignored today.

The Alliance of Comprehensive Planners (ACP) announced the details of their upcoming 2023 ACP Annual Conference, which will take place November 7-10, 2023 at The Davenport Grand in Spokane, Washington. ​

The ACP expects over 100 members to attend this year’s conference – in addition to other advisors, partners, sponsors, vendors, and journalists – which will feature a handful of keynote speakers, a plethora of breakout sessions, multiple preconference workshops, a robust exhibit hall, video, podcast, and other media opportunities, social events and receptions, networking, and more. ​

Advisors and the media are invited to attend RiXtrema’s free live online event on September 28th and learn how to become a 10X advisor in productivity and effectiveness with new versions of the company’s AI products, AdvisorAI and 401kAI. The new versions of AdvisorAI and 401kAI feature a number of important breakthroughs.

Idea Decanter announced a strategic partnership with Carson Coaching. Idea Decanter will now be providing video and coaching services to Carson Coaching members. The partnership includes an exclusive coaching bootcamp at the Carson Excell conference on September 12-14, 2023 in Nashville. This interactive experience, which was fully booked within an hour of release, will help advisors develop on-camera skills and feel more comfortable as they launch and embrace proven video marketing tactics. In addition to providing a solid platform for advisors who are new to video communications, Idea Decanter will also help fine-tune advisors’ already established video marketing and take them to the next level.

​Blue Chip Partners (“Blue Chip”) was named one of the Best Places to Work in Southeast Michigan for 2023 by Crain’s Detroit Business.

“Success is measured in many ways,” said Robert Steinberg, Founder and CEO of Blue Chip Partners. “However, building a fast-growing company with happy employees is near the top of the list. I’m so thankful for and proud of our team that contributed to this achievement and make Blue Chip Partners such a great place to work.”