Sora Finance announced a new white paper that shows advisors how liability management provides significant benefits when added to a professional suite of comprehensive wealth management and financial advisory services. According to the paper, today’s clients need and expect financial advisors to look beyond the assets side of their balance sheet to help them optimize their liabilities. Historically, advisors have been hindered by a lack of access to timely and reliable liability data for their clients. Originally published on PR Newswire on December 5, 2023. Read full article here. Bogart Wealth was named to multiple lists of top financial advisory firms and fastest-growing companies in national and industry publications over the past couple months, including being named the top RIA firm in Virginia by Forbes and SHOOK Research. In the 2023 list of America’s Top RIA Firms, in addition to being listed #1 overall in Virginia, Bogart Wealth ranked 30th nationally in the industry-leading rankings program – up from #2 and #41 respectively in the 2022 rankings. This recognition comes on the heels of CEO James Bogart being named Forbes’ top Next-Gen Wealth Advisor in Virginia in the 2023 list of Best-In-State Next-Gen Wealth Advisors, which was released just a few months ago. Originally published on PR Newswire on December 5, 2023. Read full article here. Equita Financial Network (Equita) announced that co-founders Bridget Venus Grimes and Katie Burke have been named finalists in the Industry Transformer category by the Women in Wealth Management Awards. The award, being handed out this week at Excell Represent, honors women who are driving transformation and innovation in wealth management through programs, products, or services they’ve created or led. Burke and Grimes are being recognized for their creation of Equita and the network’s growth and impact on women financial professionals. Originally published on Agility on November 14, 2023. Read full article here. Fidato Wealth announces the addition of three professionals to the team: • Eric Pucek, Managing Director and Chief Compliance Officer (CCO) • Dave Flegal, CPA, CFP®, Lead Wealth Advisor • Dan Yergan, CFP®, Associate Wealth Advisor “We’re very excited to have these three professionals join our growing team at Fidato Wealth,” said Tony D’Amico, CFP®, Founder and CEO of Fidato Wealth. “They’re already proving to be great additions to our firm and are making significant contributions in how we serve our clients comprehensively.” Originally published on PR Newswire on November 1, 2023. Read full article here. RiXtrema announces the launch of its newest AI product, RemAI. RemAI has the power to revolutionize research, communication, and trading in financial markets. The new product could be likened to “ChatGPT for finance.” It has finance-related knowledge and technological capabilities that simply are not present in ChatGPT. It's a stunning new technology that leaves ChatGPT in the dust. Originally published on PR Newswire on November 1, 2023. Read full article here. 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. 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. |
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