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.

Originally published on PR Newswire on September 26, 2023. Read full article here.

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 legal, business and cultural differences dividing BDs and RIAs are huge. They are also hidden,” said Knut A. Rostad, president of the Institute for the Fiduciary Standard. The Fiduciary Campaign offers ‘straight talk’ to pierce muddled messages and get behind the curtain. As we kick off the current campaign I am pleased to be supported by some of the leading voices in the profession. Many thanks to George Kinder, Dan Solin, and Marie Swift – as well as Real FiduciaryTM advisors Justin Sanderson and Yesenia Realejo.”

​Originally published on Media Source Portal on August 22, 2023. Read full article here.

The Alliance of Comprehensive Planners (ACP), a community of tax-focused, fiduciary financial advisors who provide comprehensive wealth building strategies for their clients on a commission-free retainer basis, recently 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. In addition, the ACP will present two awards to ACP members: The Bert Whitehead Visionary Award, created in honor of the founder of the ACP, and the Stewart Farnell Award for Excellence in Mentoring.

Originally published on PR Newswire on August 22, 2023. Read full article here.

​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.”

Originally published on PR Newswire on August 22, 2023. Read full article here.

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) 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 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.