Responding to increasing concerns by small and mid-size business owners on how to prepare for future uncertainties as they seek to navigate today’s murky economic environment, Buckingham Advisors, has launched a series of free educational and business-building videos to help small and mid-size businesses. This established consulting team specializes in providing investment management, financial planning, tax, and business services for small and mid-size businesses.
Advyzon’s integration with RightCapital sends data directly from Advyzon through API access and offers multiple capabilities, including connecting important information to client plans, allowing advisors to import client profiles from Advyzon into RightCapital, and sending RightCapital reports directly to Advyzon. Once integrated, investment account and life insurance data can be synced from Advyzon to RightCapital.
The Institute for the Fiduciary Standard announced its latest Fiduciary Campaign, to help consumers better understand broker/dealers (BDs) and independent Registered Investment Advisors (RIAs), whose legal and business differences are often ignored.
The panelists each spoke about their experiences regarding fiduciary standards and why fiduciary standards are so important for consumers.
Advyzon announced details on the inaugural Advyzon Conference, which will take place February 20-22, 2024 at the Sheraton Phoenix Downtown Hotel.
Advyzon’s conference mission is to bring outside-the-box thinking, technology, service, and experience together in a fun and joyful way. The three day conference will combine storytelling, immersive programming, and unrivaled technology to help take advisory firms to a whole new level.
Kwantiannounced a new integration with Altruist. Advisors using both Kwanti and Altruist can leverage Kwanti’s comprehensive suite of analytics – including detailed allocation drill downs, expense and income analysis, and stress testing client portfolios – and now have the ability to view actual performance data that is reconciled daily for their Altruist accounts. Both positions and history are transferred and are refreshed daily with data from previous close.