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Travis Alexander, Founder and CEO of Crux Wealth Advisors, was named on June 20, 2024 to the 2024 AdvisorHub 150 Advisors to Watch over $1B – ranking #50 on the list. According to the publisher, all who made the lists represent sophisticated practices that achieved scale without compromising their level of service and maintain a commitment to professionalism. Travis Alexander, a visionary leader, built Crux Wealth Advisors by offering a comprehensive suite of resources that empowers advisors to maximize the impact on their clients’ financial success. His commitment to personalized financial advising is rooted in the Crux core values: Integrity, innovation, and client-centricity. By combining a systematized approach with a dedicated team, Crux Wealth Advisors goes to great lengths to provide a holistic approach of creative, bespoke financial planning to help clients achieve their goals. Originally published on Business Wire on July 30, 2024. Read full article here. The Institute for the Fiduciary Standard will hold an important briefing to assess the state of the SEC’s Reg BI five years after its release June 5, 2019. The 90-minute briefing will be held virtually on July 24, 2024, 10:30 am – 12:00 pm ET. Robert J. Jackson Jr will share his thoughts on Reg BI going forward. Commissioner Jackson will be joined by Joseph Peiffer (PIABA), Benjamin Schiffrin (Better Markets), and Knut Rostad (Institute for the Fiduciary Standard). Phyllis Borzi, Assistant Secretary for Employee Benefits Security, Department of Labor, who served from 2009-2017 in this role, will moderate the panel. Originally published on Agility on July 18, 2024. Read full article here. The Oasis Group released their AI WealthTech Map, a resource that financial advisors and wealth management firms can use to discover leading artificial intelligence solutions and AI-focused firms serving the wealth management industry. The Oasis Group identified 55 leading technology firms that specifically serve the financial services industry for inclusion in the map. The firms are not existing wealthtech solutions that are developing AI capabilities – these firms are AI first and were built to support the wealth management industry. Originally published on Business Wire on July 17, 2024. Read full article here. |
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