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Impact Communications Appoints Jonny Swift as New President

9/26/2025

Impact Communications, Inc. (Impact), an award-winning marketing and PR firm that has since 1993 exclusively served the financial services industry, is formally announcing that Jonny Swift has been appointed President of the firm. Swift, who has been with Impact for 15 years, previously served as Vice President and Senior Relationship Manager. The leadership team intentionally chose to make the announcement via the Future Proof Festival conference app and on social media earlier this month, signaling the firm’s commitment to community-first, digital communication.

Impact founder Marie Swift will remain in her role as CEO and chief visionary, leading strategic planning conversations for select clients, speaking, and making public appearances, while collaborating with Impact’s steering committees and client service teams. In his new role as President, Jonny Swift will lead day-to-day operations while continuing to manage key client relationships and drive innovation across Impact’s service offerings.

Advyzon and Advyzon Investment Management (AIM) Win 2025 Wealth Management Industry Awards

9/25/2025

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, and Advyzon Investment Management (AIM), a seamlessly unified investment solutions platform within Advyzon, were both named winners at the 2025 WealthManagement.com Industry Awards. The annual competition and industry-leading awards program often referred to as ‘The Wealthies’ recognized both firms at the eleventh annual Industry Awards ceremony held on September 4th, 2025 in New York City, with Advyzon winning the award for Rebalancing and AIM winning the award for Model Marketplaces. In addition, with eight combined categories between Advyzon and AIM, Advyzon tied for the most finalist nods among all the companies that were honored.

“We’re absolutely thrilled to be recognized by WealthManagement.com and to accept these prestigious awards,” said Hailin Li, founder and CEO of Advyzon. “Our team has been hard at work on our Quantum Rebalancer and Nucleus Model Marketplace, and we’ve been determined to make Advyzon a singular solution that transforms the advisor experience. We believe our offering is the most comprehensive platform available to advisors today – and these awards reinforce that.”

New Study Reveals Challenges and Opportunities of Using AI Chatbots for Estate Planning

9/24/2025

EncorEstate Plans (Encore), the most comprehensive and customizable estate planning and trust funding solution for advisors, announced a groundbreaking study that reveals that consumers and advisors should approach AI chatbot-generated estate planning advice with caution. The study “Are AI Chatbots Reliable for Estate Planning?” compared the accuracy of leading AI chatbots—ChatGPT, Claude, Perplexity, and Google AI Mode—when answering 46 estate planning questions.

Encore’s team of experienced estate planners and paralegals scored each chatbot’s response on a traditional A-F scale to replicate how clients would use AI for estate planning. The findings indicate accuracy varies widely: Claude and Perplexity scored the most A and B grades, while ChatGPT and Google AI Mode received significantly more D and F grades. In particular, Google AI Mode failed to answer over half of the queries, and ChatGPT missed critical questions, raising reliability concerns for both advisors and consumers.

Impact Communications Appoints Jonny Swift as New President

Advyzon and Advyzon Investment Management (AIM) Win 2025 Wealth Management Industry Awards

New Study Reveals Challenges and Opportunities of Using AI Chatbots for Estate Planning

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