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.
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.
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.
Originally published on PR Newswire on July 12, 2023. Read full article here.
Ever wonder whether the firm down the street is experimenting with how it charges clients? Bob Veres of Inside Information takes a look at the state of the profession’s revenue model via the 2022 Billing and Fee study from Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers. Bottom line: Nearly all firms are charging some of their clients based on something other than AUM, but nearly all are charging AUM for most of the people they work with. In addition, nearly 40% of advisors offer some form of flat-fee option.
Originally published by Inside Information on January 29, 2023. Read full article here.
Advyzon Chief Business Development Officer John Mackowiak wrote this bylined article for Financial Planning Magazine, sharing tips and best practices for financial advisors who want to take advantage of the SEC’s new marketing rule and feature testimonials in their marketing efforts.
Originally published in Financial Planning Magazine on March 6, 2022. Read full article here.
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