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.”

RiXtrema announced two groundbreaking AI-driven productivity tools: AdvisorAI™ and 401kAI™. AdvisorAI and 401kAI incorporate powerful data capabilities that allow subscribers to rapidly gather pertinent information, get summarization and analysis in minutes, and then quickly create custom emails and call pitches. With these tools, advisors can be more productive and effective, potentially increasing their efficiency 10X.

In a recent video interview with industry influential Marie Swift, CEO of Impact Communications, RiXtrema President Daniel Satchkov explained why these new AI tools are generating so much interest with fiduciary advisors nationwide. To view the video replay, click here.

Bogart Wealth was named to multiple lists of top financial advisors and fastest-growing companies in national and industry publications over the past couple months.

CEO James Bogart was named Forbes’ top Next-Gen Wealth Advisor in Virginia in the 2023 list of Best-In-State Next-Gen Wealth Advisors, coming in at #33 overall in the 2023 list of America’s Top Next-Gen Wealth Advisors. Bogart was also named a 2023 ThinkAdvisor Luminaries finalist for Executive Leadership among RIA firms.

​Kwanti announced two new enhancements to their platform, including Tax Drag Analysis, which allows advisors to identify hidden portfolio expenses and tax liability.

​"Investing involves many hidden costs that reduce returns,” said Christophe Gauthron, CFA®, Founder and CEO of Kwanti. “It’s important for financial advisors to not only identify these costs in portfolios but also demonstrate and explain them in an understandable fashion to clients.”

Advyzon Investment Management (AIM) added multiple new asset managers to their platform, including Fidelity Investments, Alpha Vee Solutions, KKM Financial, and Zacks Investment Management. ​With these new strategists, AIM currently has over 150 strategies available to financial advisors in their Nucleus model marketplace, from 20 asset managers.

​Financial services companies and individuals are at risk of losing data with AI chatbots, and becoming victims of frauds and scams including email phishing, counterfeit text messages, and imposter calls. In response to these threats, Buckingham Advisors, an Ohio-based independent financial advisory firm that provides investment management, financial planning, tax, and business services, has identified 5 tips for helping financial services companies protect their data, their firms and their clients from these threats.

Myriad Advisor Solutions announced that they are launching a new podcast titled The White Report. Hosted by Myriad’s own Chief Executive officer, Danielle White (White), The White Report provides actionable steps and advice to small business owners at every stage of a company’s launch and growth. Each episode features a different business expert who will discuss with White pertinent topics that touch on executive leadership, business management, human capital, technology, marketing and more.

Advyzon, released “The New Diversification: Asset Allocation Into 2023”, a white paper that looks at how advisors have invested client funds over the past five years, with a particular focus on the shifts made during 2022.
 
Among the highlights: The amount of money in alternative investments jumped more than 400% compared to previous years; advisors pulled money out of equities; cash equivalents and individual bonds benefited from higher yields; and ETFs dethroned mutual funds as the top investment vehicle for financial advisors.

Softlab360 announced the expansion of their European offices along with the participation as a panelist of Henry Zelikovsky, Chief Executive Officer, in the upcoming Ezra Group webinar, From Data to Dollars: How AI Transforms Wealth Management, happening Tuesday, July 25, 2023, at 2:00 p.m. Eastern Time (ET).

Advyzon has been named a finalist in the 2023 WealthManagement.com Industry Awards, an annual competition and industry-leading awards program often referred to as the Wealthies, for the third consecutive year. In the 2023 awards, Advyzon was named a finalist in two categories under Technology Providers: 'Unified (All-In-One) Systems' and 'Rebalancing'.

Equita Financial Network announced that Modern Family Finance, led by Lisa and Jennifer Dazols, has joined as a new member firm, bringing the number of member firms to seven. The network has also announced new speakers, topics, and dates for the Inspiring Insights educational webinar series. The series, which began in April, happens on the last Wednesday of each month at 4:00 p.m. Eastern Time (ET) and is dedicated to furthering the education and knowledge of fiduciary financial advisors.