Advyzon Investment Management, LLC. (AIM)

Registration for the second annual #AdvyzonConference - taking place February 12-14, 2025 at the Grand Hyatt Tampa Bay in Tampa, Florida - is?now open?for #financialadvisors and other industry professionals! Learn more and register here: https://lnkd.in/gft8849Y A convergence of technology innovation and partnership, the 2025 Advyzon Conference will feature prominent speakers and industry thought leaders covering digital transformation, compliance, M&A, advisor marketing, investment solutions, industry trends, and more, highlighted by: - Daymond John, Founder/CEO of FUBU The Collection, LLC and Star of Shark Tank ABC - Jeffrey Kleintop, Chief Global Investment Strategist at Charles Schwab - Nyle Bayer, CMO of Future Proof - Joel Bruckenstein, President of T3 Technology Tools for Today - Catherine (“Cat”) Davies Amacher, CFP?, CEO of Innovayte - Marie Swift, CEO of Impact Communications, Inc. - Marketing & PR - Kelly Waltrich, CEO of Intention.ly - Patrick Shaddow, CEO of Syntax Data Plus members of the Advyzon and Advyzon Investment Management, LLC. (AIM) teams leading Advyzon-focused sessions - along with office hours - in order to help advisors get the most out of the highest-rated comprehensive #wealthtech platform in the industry. #wealthmanagement #fintech #investmentmanagement #investmentsolutions #portfoliomanagement #financialservices

Our very own Ryann R. was recently published in ThinkAdvisor, sharing some insights and strategies to empower women and help firms close the gender gap in the #fintech space - including through mentorship and sponsorship, rethinking networking opportunities, evaluating internal practices, promoting women to leadership roles, and more. Read her article here: https://lnkd.in/gDEV4zk6

Be there or be ??. It’s gonna be awesome!!!

We're so excited to share that registration for the second annual #AdvyzonConference - taking place February 12-14, 2025 at the Grand Hyatt Tampa Bay in Tampa, Florida - is?now open?for #financialadvisors and other industry professionals! Read more in the news release, where we share the initial lineup of speakers, highlighting keynoter and entrepreneur?Daymond John, and announce our recommitment to the Tampa community in the wake of Hurricane Milton: https://lnkd.in/gz9zBrt8

Advyzon Investment Management, LLC. (AIM) is?excited to announce a partnership with?Syntax Data that will provide #financialadvisors with the ability to produce highly customized financial portfolios at scale! AIM’s indexing capabilities powered by Syntax’s scalable platform offers advisors a comprehensive solution, covering every step of the index development process, integrated directly into Advyzon’s all-in-one platform. Advisors can customize benchmark indices or build core, factor, thematic, and/or impact indices from scratch, enabling advisors to tailor #investmentsolutions to match client preferences. Read more in today's press release published in?Yahoo Finance: https://lnkd.in/d9fUBgAN See important disclosures here: https://lnkd.in/daAnEATM

Such an honor!

Sales is the art of solving peoples’ problems, and #financialadvisors are constantly solving daunting problems for their clients. In this recent bylined article that Dave Goes, President of Enterprise Solutions at Advyzon , wrote for Wealth Solutions Report, discover five keys for advisors to become good salespeople while developing a reputation as a problem solver. Read the full article here: https://lnkd.in/g98SbFjR

Brian Huckstep, CFA, CFP?, CIO of?Advyzon Investment Management, LLC. (AIM), joined the?Schwab Network?broadcast last week to discuss the economy, the markets, and the current interest rate environment, noting that?“The bottom might be higher than anyone thought” when it comes to cutting rates. He added that the Fed likes to shock the market to get a bigger move, which?influenced a 50-basis-point cut. Going forward, Brian expects slower and smaller cuts, and thinks neutral rates could be around 3.5%. ? Watch the full interview here for more insights:? https://lnkd.in/eq2ANTAn See?important disclosures here: https://lnkd.in/e6n8wfDe

John Mackowiak attended the?Wealth Management Industry Awards a few weeks ago and participated in a #Wealthies red carpet video interview for?WealthManagement.com, where he?discussed the challenges of traditional fragmented tech stacks and highlighted how Advyzon's all-in-one solution and proprietary tools drive unprecedented efficiency for #financialadvisors. Watch the interview here:?https://lnkd.in/gpEvf9em

Advyzon Investment Management is hiring a VP of Relationship Management! Take a look at the AIM career page for additional information.