Advyzon announced a new custody and retail investment infrastructure integration with Apex Advisor Solutions, a division of Apex Fintech Solutions Inc. (Apex). The collaboration was announced during the inaugural Advyzon Conference, taking place February 20-22, 2024 in Phoenix, Arizona. Apex is also attending, sponsoring, and exhibiting at the conference, and will participate in a Custodial Technology Panel. Registered Investment Advisors (RIAs) use Apex’s robust custody and clearing platform and capital structure to administer their client investment accounts, from real-time onboarding and account funding, to custody, trading, clearing, and cost basis and tax reporting. Now, they can harness the power of Advyzon’s comprehensive, award-winning technology platform for advisors. Originally published on Yahoo! Finance on February 22, 2024. Read full article here. Advyzon Investment Management (AIM) Partners with Nebo Wealth to Create Turnkey, End-to-End Solution2/15/2024
Advyzon Investment Management (AIM) announced a partnership with Nebo Wealth. AIM now powers and serves as a turnkey platform for Nebo Wealth, an end-to-end solution that enables Registered Investment Advisors (RIAs) to streamline and automate the process of delivering personalized portfolios for each and every client at scale. AIM extends the capabilities of the Nebo Wealth platform into a turnkey, technology-driven solution by including automated trading and rebalancing, performance reporting, billing, and advisor and client portals, as well as back-office support for account opening and administration. All of this empowers RIA firms to enhance client service, differentiate their value proposition, save time, drive operational efficiency, and foster growth in assets under management. Originally published on Business Wire on February 15, 2024. Read full article here. Kwanti achieved high client satisfaction ratings across multiple categories in the 2024 T3 / Inside Information Software Survey – including earning the highest rating in the Investment Data/Analytics Tools category for firms with more than 5% market share, as well as the highest rating in the Economic Analysis & Stress-Testing Tools category for firms with more than 3% market share. The results of the annual technology survey and report, produced by Joel Bruckenstein of T3 Technology Tools for Today and Bob Veres of Inside Information, were unveiled and presented live at the recent T3 Technology Conference, which took place January 22nd – 25th in Las Vegas and saw over 1,000 total attendees. The survey is one of the most widely respected and referenced attempts to quantify what technology advisors are using, what they want to see more of, and which solutions they like best. Technology firms are ranked based solely on advisor input. Originally published on Citybiz on February 13, 2024. Read full article here. Myriad Advisor Solutions UnveilsTwo Powerhouse Initiatives at the 2024T3 Technology Conference1/22/2024
Myriad Advisor Solutions (Myriad) is celebrating the company’s 15th anniversary by launching two new powerhouse initiatives designed to streamline and protect their clients’ business operations far into the future. Both of these programs will make their debut at the 2024 Technology Tools for Today conference (T3) for financial professionals happening January 22-25, 2024 at the Cosmopolitan Hotel & Resort in Las Vegas. Originally published on Business Wire on January 22, 2024. Read full article here. Blue Chip Partners (“Blue Chip”) announced that Daniel Dusina, CFA, former Director of Investments, has been promoted to Chief Investment Officer. While Dusina’s role at the firm – where he heads the in-house investment committee and leads the construction of client portfolios – will remain largely unchanged, the purpose of the promotion and title change was to recognize his significant contributions to Blue Chip Partners and to elevate him within the firm’s growing investment department. Originally published on Business Wire on January 19, 2024. Read full article here. Could performance-based billing boost a financial advisor’s business? This is one of the questions that Advyzon dug into as they analyzed new data recently released in their third annual Billing and Fee Study, a white paper based on original research that analyzes which fee models independent financial advisors (IARs and RIAs) are using today. The report uncovers recent trends in billing and fees, plus offers insights into where the industry may be headed. One of the biggest takeaways from the year-end 2023 study is that the number of firms offering performance-based billing steadily increased within the past year. In addition, billing based on an account’s average daily balance, versus beginning or ending balance, saw continued growth in 2023. That being said, a quarterly billing cycle using a tiered fee structure based on AUM remained the industry favorite last year, while the number of firms using flat fees – which increased significantly from 2021 to 2022 – fell in 2023. Originally published on Business Wire on January 18, 2024. Read full article here. Buckingham Advisors is helping investors and businesses prepare for transitional changes and new opportunities in 2024 with an educational video focused on financial planning, investments and tax. In the video, the Ohio-based independent financial advisory and business services firm outlines major financial events in 2023 and their impact, defines changes coming in 2024, and explains benefits and opportunities in the new year. “Helping clients transition from 2023 to 2024 requires a comprehensive understanding of all finance-related changes as well as global, national, and local trends,” said Jay Buckingham, CEO of Buckingham Advisors. “Sharing that knowledge with clients through our educational video and individual follow-up meetings is key to helping them become more comfortable with new financial requirements and potential adjustments in the new year.” Originally published on PR Newswire on December 20, 2023. Read full article here. Myriad Advisor Solutions (Myriad) announced on January 31, 2023, that Danielle White (White), who was at that time Chief Operating Officer, would be taking the helm as Chief Executive Officer. Today, the firm is announcing several milestones and new accomplishments for White, a millennial, who is rapidly earning a place as a thought leader in her own right. As Myriad’s CEO, White was recently asked to travel to New York in order to speak at NASDAQ as well as the New York Academy of Medicine. Her lectures centered on the Entrepreneurial Journey, covering every stage of a company’s launch and growth. She also shared critical insights into her journey as an entrepreneur and CEO, including the challenges she has faced as a millennial woman in the male-dominated financial services and technology industries. Originally published on PR Newswire on December 11, 2023. Read full article here. Blue Chip Partners (“Blue Chip”) was named one of the top RIA firms in Michigan by Forbes and SHOOK Research. In the 2023 list of America’s Top RIA Firms, Blue Chip was ranked #10 in Michigan and #215 nationally. Earlier this year, CEO Robert Steinberg and Managing Partner Dan Seder were included in Forbes’ 2023 list of Best-in-State Wealth Advisors, ranking #17 and #18 respectively in the state of Michigan. Originally published on PR Newswire on December 11, 2023. Read full article here. The BLX Internship Program (BLX), a 501c(3) organization that provides an entry point to the financial planning profession for Black and Latinx individuals to increase diversity in the industry, announced that Schwab Advisor Services in partnership with the Charles Schwab Foundation (Schwab) has announced a five-year commitment to the BLX program at the platinum partnership level. The agreement gives the foundation the opportunity to provide educational materials, software licensing, and educational webinars for the BLX community. Originally published on PR Newswire on December 5, 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
April 2024
Categories
All
|