Congratulations to all the 2024 ThinkAdvisor Luminaries Finalists! At Impact Communications, we are thrilled to work with such amazing thought leaders and innovative firms. Advyzon, profiled below, is an exemplary firm and deserves this recognition and more. Firm Award: Innovation - Unified (All-in-One) Systems
Advyzon’s intuitive, cloud-based wealth management technology is built on single-source code and combines portfolio management, customizable performance reporting, trading and rebalancing, client web portals, CRM, client billing, and document storage – along with investment management services and a model marketplace offered by Advyzon Investment Management (AIM). AIM was the natural evolution of Advyzon's all-in-one offering, and along with Nucleus Model Marketplace, moves Advyzon closer than ever to offering a fully comprehensive solution for advisors to run their firms.
Congratulations to all the 2024 ThinkAdvisor Luminaries Finalists! At Impact Communications, we are thrilled to work with such amazing thought leaders and innovative firms. Hailin Li, profiled below, is an exemplary leader and deserves this recognition and more. Executive of the Year Technology Platforms, Products and Services
Congratulations to all the 2024 ThinkAdvisor Luminaries Finalists! At Impact Communications, we are thrilled to work with such amazing thought leaders and innovative firms. Bogart Wealth, profiled below, is an exemplary firm and deserves this recognition and more. Firm Award: Thought Leadership and Education RIAs: Less than $10B AUM
In addition, Bogart has been identified as a top financial advisor in Forbes, Barron’s, USA Today, Washington Business Journal, and more. A large portion of that growth can be accredited to the financial literacy and educational resources the firm provides to its clients, investors, and the general public. As a fiduciary, Bogart Wealth takes great pride and responsibility in being a financial educator. The firm regularly publishes its LEARNING SERIES webinars, which Bogart Financial Advisors take turns hosting. These webinars cover a wide variety of financial topics, from basic 101 financial literacy topics to detailed investing and saving topics aimed at educating clients and the general public. The firm also publishes monthly SPECIAL GUIDES on various situations and scenarios one might find themselves in, such as planning for college, helping a child whose just landed their first summer job, or providing advice on how to get finances in order for someone who has become recently single through divorce or widowhood.
Congratulations to all the 2024 ThinkAdvisor Luminaries Finalists! At Impact Communications, we are thrilled to work with such amazing thought leaders and innovative firms. Patrick Marcinko, profiled below, is an exemplary advisor and deserves this recognition and more. Next Gen Rising Stars RIAs: Less than $10B AUM
Congratulations to all the 2024 ThinkAdvisor Luminaries Finalists! At Impact Communications, we are thrilled to work with such amazing thought leaders and innovative firms. Kwanti, profiled below, is an exemplary firm and deserves this recognition and more. Firm Award: Innovation in Investment Management
Kwanti users can elegantly showcase portfolio recommendations to centrally position themselves in client relationships and close prospects, leverage data integrations with custodians and portfolio management platforms to streamline client management process, and finetune advice. Kwanti enables advisors with talking points and puts data behind advisors’ recommendations.
Congratulations to all the 2024 ThinkAdvisor Luminaries Finalists! At Impact Communications, we are thrilled to work with such amazing thought leaders and innovative firms. The Oasis Group, profiled below, is an exemplary firm and deserves this recognition and more. Firm Award: Industry Disruption
Luminaries 2024 Finalist - The Oasis Group: Thought Leadership and Education Consultants Award10/25/2024
Congratulations to all the 2024 ThinkAdvisor Luminaries Finalists! At Impact Communications, we are thrilled to work with such amazing thought leaders and innovative firms. The Oasis Group, profiled below, is an exemplary firm and deserves this recognition and more. Firm Award: Thought Leadership and Education (Consultants)
John O’Connell is a respected thought leader, expert, and speaker in the wealth management industry. The Oasis Group produces a plethora of resources and educational content, including monthly newsletters, bylined articles, white papers, webinars, think tanks, interactive maps, and more. O’Connell is a go-to source that’s regularly quoted in industry and national publications, is a frequent guest on popular industry podcasts, and a highly sought after speaker at industry conferences.
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