Advyzon released “What Fee Models Are Advisors Using?”, a white paper based on original research that analyzes which fee models independent financial advisors (IARs and RIAs) are using today (and why), shares recent trends in billing and fees, and offers insights into where the industry may be headed.

​Principle Wealth Partners (PWP) has been named one of the Top 100 RIA Firms in the nation. The inaugural Forbes/Shook Top RIA list, which was recently released, names 100 advisory firms with cumulative assets of $730 billion. All are helmed by professionals with decades of experience, proven track records of seeing clients through market turmoil, and preserving wealth. In Forbes’ first-ever list of the Top 100 RIA firms in the United States, PWP was top-ranked in the State of Connecticut and #43 in the nation.

Advyzon Investment Management announced that they are adding two key members to their growing team. Alex Riedel serves as Managing Director, Head of Client Portfolio Management and started on November 28th, 2022. Tony Oulahan serves as Senior Vice President of Business Development and started on July 5th, 2022.