|
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. Originally published on PR Newswire on August 22, 2023. Read full article here. 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.” Originally published on PR Newswire on August 22, 2023. Read full article here. Advyzon Investment Management (AIM) Adds Fidelity, Alpha Vee Solutions, KKM Financial, and Zacks8/16/2023
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. Originally published on PR Newswire on August 16, 2023. Read full article here. StraightLine Hires Rob Rickey to Lead Expanding Focus on Employer-Sponsored Retirement Plans8/15/2023
StraightLine Group announced that industry veteran Rob Rickey, CFP®, has joined the firm as Chief Growth Officer. Rickey will lead strategic efforts as the firm expands its focus on delivering general education, communication, and advice to individuals in employer-sponsored retirement plans. Rickey stands on over 25 years of experience in the retirement industry, most recently working as Managing Director and Head of Advisor Services at TIAA, where he played a pivotal role in bringing independent fiduciary advice solutions to individuals whose employer-sponsored retirement plans were at TIAA. Originally published on PR Newswire on August 15, 2023. Read full article here. 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 has identified 5 tips for helping financial services companies protect their data, their firms and their clients from these threats. Originally published on PR Newswire on August 15, 2023. Read full article here. |
ABOUT
Contributions to Fiduciary Voices are provided by independent financial advisors and other professionals who are vetted by an editorial team. Archives
September 2024
Categories
All
|