News | AIM

WealthManagement.com - Revolutionizing Portfolio Management with Hyper-Personalization 11-13-2024

RIABiz – John Thiel uses RIA and Fidelity-Advyzon back office to get back into game 11-13-2024

Forbes – Women In Wealthtech: Female Leaders Reshaping Family Office Technology 11-11-2024

WealthManagement.com - Uptick Partners Launches Guarantee Program for Partner Firms 11-06-2024

Early Bird Podcast – Top Election Stock Picks 2024 11-04-2024

Yahoo! Finance – Advyzon Embraces Tampa: 2025 Advyzon Annual Conference Registration is Live 10-23-2024

Financial Advisor IQ – Advyzon Partners with Syntax Data for Direct Indexing 10-23-2024

InvestmentNews – Advyzon inks partnership to drive portfolio personalization 10-22-2024

Associated Press – Advyzon and Syntax Data Enter Custom Indexing Partnership 10-22-2024

Schwab Network – Brian Huckstep Interviewed: Fed Likes to Shock Market 10-09-2024

WealthManagement.com - On the Red Carpet with John Mackowiak at the WM Industry Awards 09-27-2024

Financial Planning – How AI is changing financial advisors' jobs 09-26-2024

U.S. News & World Report – Will the Stock Market Crash in 2024? Thoughts from AIM’s Huckstep 09-25-2024

Citybiz – AIM Wins WealthManagement.com Industry Award for Model Marketplaces 09-12-2024

Financial Planning – The cybersecurity questions advisors must ask vendors, according to tech execs 09-10-2024

ThinkAdvisor – Class of 2024 ThinkAdvisor Luminaries Finalists 09-07-2024

WealthManagement.com - Winners of the 2024 Wealth Management Industry Awards 09-05-2024

WealthManagement.com - Winners of the 2024 Wealth Management Industry Awards (Model Marketplaces) 09-05-2024

Kitces.com – Fidelity Bundles Advyzon With eMoney And Wealthscape In Its New RIA “Tech Stack” 09-02-2024

Financial Advisor – Advyzon Partners With FINIAT To Help Advisors 09-01-2024

Wealth Management Magazine – Cash is Not King: Midyear Outlook from Brian Huckstep 08-15-2024

Inc. 5000 – Advyzon Ranked No. 3,285 in 2024 List of Fastest-Growing Companies 08-15-2024

Citybiz – Interview with Meghan Holmes, COO and Co-Founder of AIM 08-14-2024

TheStreet – Asset Allocation and Investment Trends to Watch in 2024 and Beyond 08-14-2024

Yahoo! Finance – Advyzon Introduces Samantha Schwimmer as Chief Marketing Officer 08-14-2024

WealthManagement.com - Advyzon Hires Chief Marketing Officer 08-14-2024

Family Wealth Report – What's New In Investments? Innovayte and Advyzon 08-13-2024

InvestmentNews – Advyzon and Innovayte unveil next-generation investment platform 08-13-2024

Financial Planning – Tech Spotlight: Advyzon on solving the tech stack problem 08-12-2024

T3 Tech Hub – Innovayte and Advyzon Partner to Create Single, State-of-the-Art Technology Solution 08-12-2024

WealthManagement.com - Innovayte, Advyzon Partner on a New Model Marketplace 08-12-2024

Citywire – Advyzon partners with Innovayte on new platform for RIAs 08-12-2024

The Business Journals – Meghan Holmes’ brave new (non-sales) world 08-08-2024

Wealth Solutions Report – New Fidelity Tech Solutions Reduce RIA Resources, Cost 08-07-2024

InvestmentNews – Fidelity announces new comprehensive tech offerings via Advyzon 08-05-2024

Yahoo! Finance – Fidelity Introduces New Technology Offerings for Wealth Management Firms 08-05-2024

Schwab Network – "We Think the Economy is in Terrific Shape" says Brian Huckstep Amid Signs of Market Weakness 08-02-2024

Yahoo! Finance – AIM Partners with FINIAT to Provide Turnkey Trading and Portfolio Management 07-09-2024

Financial Advisor – Cash Allocations Fall As Advisor Confidence Grows, Advyzon Finds 07-03-2024

Financial Advisor IQ – FAs Reduce Cash Allocations, Pour More into ETFs 07-03-2024

InvestmentNews – Advisors’ shuffle away from cash reaches its fifth year 06-28-2024

Yahoo! Finance – Advyzon Releases Third Annual Asset Allocation Study and White Paper 06-27-2024

Wealth Solutions Report – Investments Roundup: AIM Adds BlackRock, Invesco and Others to Platform 06-17-2024

Associated Press – Advyzon Announces Dates and Location of 2025 Annual Conference 06-13-2024

Digital Wealth News – Advisor Tech Talk (Week of 6/11/24) 06-11-2024

WealthManagement.com - WealthStack Roundup: AIM Names Scott Smith CRO 06-07-2024

RIABiz – Advyzon profits off Goldman exodus 06-06-2024

Family Wealth Report – Who’s Moving Where In Wealth Management? – Advyzon 06-05-2024

Wealth Management Magazine - WealthManagement.com Announces 2024 'Wealthies' Finalists 06-04-2024

WealthManagement.com - Finalists of the 2024 Wealth Management Industry Awards 06-04-2024

Citywire – Advyzon Tamp arm adds ex-Goldman custody exec as revenue czar 06-04-2024

T3 Tech Hub – AIM TAMP Hires Scott Smith as Chief Revenue Officer 06-04-2024

Yahoo! Finance – AIM Names Scott Smith as Chief Revenue Officer, Former Executive at Goldman Sachs and BNY Mellon | Pershing 06-04-2024

Digital Wealth News – Advisor Tech Talk (Week of 5/27/24) 05-28-2024

Associated Press – Advyzon Investment Management Adds New Asset Managers, Including BlackRock and DFA 05-21-2024

Investopedia – Advisors: How To Pick a Platform To Help You Grow 05-02-2024

Financial Advisor IQ – Q&A with AIM's Brian Huckstep: How Low Should Minimums Go for Direct-Indexing Accounts? 04-10-2024

Wealth Solutions Report – Top Women Industry Leaders Of 2024: Meghan Holmes as Wealthtech Executive Of The Year 03-26-2024

WealthManagement.com – The Strategic Advantage of Outsourcing Investment Management 03-20-2024

Wealth Solutions Report – Wealthtech Roundup: Advyzon Integrates With Apex, AIM Partners With Nebo Wealth 03-06-2024

RIABiz – Kartik Srinivasan joins Advyzon to supercharge software offerings 03-06-2024

WealthTech Today – The Breakaway Blueprint, with Advyzon 03-05-2024

Yahoo! Finance – Advyzon Embarks on Next Chapter of Growth with Addition of Kartik Srinivasan and Dave Goes to Executive Team 03-05-2024

ThinkAdvisor – First Advyzon Conference Highlights Tech Updates and More 02-28-2024

Stocks Today – Automating Financial Advisory Services: The Rise of End-to-End Solutions for RIAs 02-26-2024

WealthManagement.com – WealthStack Roundup: Advyzon Partners With Nebo Wealth 02-16-2024

InvestmentNews – Advyzon takes personalized portfolios further in new TAMP partnership 02-15-2024

Yahoo! Finance – Advyzon Investment Management Partners with Nebo Wealth to Create Turnkey, End-to-End Solution 02-15-2024

T3 Tech Hub – Advyzon Shines as Best All-In-One Software Solution for 7th Consecutive Year 02-01-2024

Swift Cam – Lee Andreatta of AIM Interviewed at 2023 Schwab IMPACT Conference 11-02-2023

Wealth Management Magazine - Q&A: Hailin Li, CEO and Founder of Advyzon 10-24-2023

Financial Planning – Advyzon's Hailin Li is a DIY CEO who never stops asking 'why?' 10-22-2023

The Fintech Times – Women in Fintech: The Importance of Mentorship 10-15-2023

Yahoo! Finance – Advyzon Announces Inaugural Conference for Financial Advisors and Industry Professionals 10-05-2023

ThinkAdvisor – Coverage of ThinkAdvisor's 2023 Luminaries Finalists: Financial & Investment Innovation 09-12-2023

Yahoo! Finance – Advyzon Investment Management (AIM) Adds Fidelity, Alpha Vee Solutions, KKM Financial, and Zacks 08-16-2023

RIA Intel – The Advisor-Driven Shifts in Asset Allocation You Should Know About 07-17-2023

Financial Planning – ETFs dethrone mutual funds among financial advisors 07-14-2023

InvestmentNews – Advisors pulled out of equities, increased exposure to alts in 2022 07-14-2023

Yahoo! Finance - Advyzon Releases Asset Allocation White Paper Showing ETFs Are Now More Popular Than Mutual Funds 07-13-2023

Yahoo! Finance - Advyzon Named Finalist in Industry-Leading Awards Programs 06-30-2023

Financial Planning – Tru Independence rolls out new 'experience as a service' platform to support advisors 05-25-2023

Yahoo! Finance – tru Independence Launches truView™, Powered by Advyzon 05-24-2023

Wealth Management Magazine - tru Independence Debuts truView Platform, Using Advyzon as Foundation 05-24-2023

Money Life with Chuck Jaffe (Podcast) – The Macro Picture and the ETFs Best Suited for the Current Outlook – Huckstep as guest (@min 39) 05-19-2023

U.S. News & World Report – “10 Best Low-Cost Index Funds to Buy”, with thoughts from Advyzon’s Huckstep 05-01-2023

Advisor Perspectives Podcast – Model Marketplaces and the Future for TAMP Technology 04-11-2023

Nasdaq – Advyzon Launches Model Marketplace, 'Nucleus' 03-20-2023

Financial Planning – News from the T3 2023 Conference 03-17-2023

InvestmentNews – Updates from the T3 2023 Conference 03-14-2023

Yahoo! Finance – Advyzon Investment Management Launches Model Marketplace, 'Nucleus' 03-14-2023

T3 Tech Hub – AIM Launches Nucleus Model Marketplace at T3 Conference 03-14-2023

Wealth Management Magazine - How to Put 2022 Into Perspective for Clients 12-29-2022

MarketWatch – Advyzon Investment Management (AIM) Continues Growth and Adds Two Key Team Members to Staff 12-07-2022

Yahoo! Finance – Advyzon Releases Asset Allocation Study, featuring comments from Brian Huckstep 10-04-2022

U.S. News & World Report – “Is the Efficient Market Hypothesis True?”, with thoughts from Advyzon’s Huckstep 09-30-2022

Money Life with Chuck Jaffe (Podcast) – “The economy can avoid recession, but not pain in the bond market” – Huckstep as guest (@min 34) 08-18-2022

U.S. News & World Report – “3 Pros, 3 Cons of Target-Date Funds”, with contributions from Advyzon’s Huckstep 08-15-2022

U.S. News & World Report - Advyzon's Huckstep: "Investors who are less risk tolerant with shorter time horizons consider the following..." 08-11-2022

TD Ameritrade Network – When It Comes To Rates, Don’t Fight The Fed (Video) 08-02-2022

Investment Strategy by InvestmentNews – Advyzon’s Huckstep: ‘Pessimistic but short of outright bearish’ as we head into second half of the year 07-19-2022

Kitces.com - Advyzon Leverages Its Portfolio Management Tech To Launch Its Own TAMP 04-04-2022

RIABiz – Advyzon Model Portfolio Marketplace Gets a Lift 03-24-2022

ThinkAdvisor – Tech Roundup: Advyzon Launches TAMP 03-24-2022

InvestmentNews – Advyzon Launches Turnkey Asset Management Platform 03-23-2022

Financial Advisor Magazine – Advyzon Launches a Turnkey Asset Management Platform 03-23-2022

RIAIntel – Advyzon Creates Its Own TAMP 03-23-2022

Citywire – Advyzon Starts Its Own TAMP 03-22-2022

TheStreet – Advyzon Launches TAMP, Advyzon Investment Management (AIM) 03-22-2022

Financial Planning Magazine – Advyzon Becomes the Latest Wealthtech to Launch a TAMP 03-22-2022

Digital Wealth News – Advisor Tech Talk: Advyzon Launches a TAMP 03-22-2022