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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. Originally published on PR Newswire on October 24, 2023. Read full article here. 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. Originally published on Media Source Portal on October 10, 2023. Read full article here. 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. Originally published on PR Newswire on October 5, 2023. Read full article here. Kwanti announced 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. Originally published on PR Newswire on October 4, 2023. Read full article here. |
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