Impact Communications, Inc. - Marketing & PR

09/23/2026

For and families, have long been regarded as a strategic avenue for diversification, exclusive access, and the potential for higher returns. However, the question remains: are the complexities, illiquidity, fees, and tax implications associated with these truly justified?

In Episode 57 of 'The Informed Investor' podcast from Dimensional Fund Advisors, Mark Gochnour sits down with Jeffery Coyle, founder and CEO of Libretto. Jeff discusses how can evaluate alternatives in the context of a client’s , starting with a simple question: What role do these investments actually play in the broader financial picture?

The takeaway: aren’t inherently good or bad—they need to be deconstructed, evaluated, and compared against the public markets with a clear understanding of where the return comes from and what you’re paying to get it.

Click here to watch / listen to the full podcast: https://www.youtube.com/watch?v=aPwDuJwXPAo&list=PLCyJr6FFig-h1mA7rVP7Mbk0irFw2wA90

Episode 57: How much of your portfolio should really be invested in...

09/18/2026

BX Partners, a research-driven investment consulting platform for , , , and , recently announced the launch of the BX Risk-Aware Bitcoin Model, a rules-based investment solution designed to help advisors incorporate into client portfolios through a disciplined, systematic .

Available through the platform, the model combines two independent investment methodologies from Dynalogic and phaseinvest to help advisors pursue Bitcoin's growth potential while seeking to reduce volatility and downside risk.

"What makes this model different is that it's not trying to predict Bitcoin," said Craig Cmiel, director at BX Partners. "It's designed to respond to it systematically, without emotion."

Read the full press release here: https://www.businesswire.com/news/home/20260915454571/en/BX-Partners-Launches-Risk-Aware-Bitcoin-Model-for-Financial-Advisors

BX Partners, a research-driven investment consulting platform serving chief investment officers (CIOs), financial advisors, registered investment advisers (R...

09/16/2026

Cristina Wiebelt-Smith, a Senior Wealth Advisor at Impact client Gertsema Wealth Advisors, was recognized as one of Financial Planning's 10 Rising Stars of 2026! 🌟

The pivot to was a natural fit for Cristina, who used her tax expertise as a launchpad for her transition to the advisor's chair at Gertsema. Her empowerment mission extends to her community, and especially to its women. Many have attended her presentations, including her Women & Wealth Workshop program. She has brought her message of more equitable to participants in senior programming and communities through a local investment club. The program gives lunch-and-learn presentations during the day or after-hours food-and-wine discussions with friends, and teaches practical tips, covering household cash flow, identity theft, , and more.

🎗️ Click here to read Financial Planning's full profile on Cristina: https://www.financial-planning.com/news/cristina-wiebelt-smith-traded-tax-season-for-time-and-purpose

🏆 And see the full list of Rising Stars here: https://www.financial-planning.com/list/meet-financial-plannings-10-rising-stars-of-2026

Financial Planning Rising Star Cristina Wiebelt-Smith of Gertsema Wealth Advisors left tax season behind for a career centered on planning and service.

09/15/2026

The 2027 is coming to Dallas, February 24th-26th, 2027, for three days of new thinking, meaningful conversations, and a firsthand look at what's next. The conference theme is "The Connection That Move Us Forward". Technology is changing what’s possible in . But the ideas that challenge us, the people who inspire us, and the relationships we build are what turn possibility into progress.

Discover how Advyzon is reimagining the advisor experience through smarter, more connected technology designed around the way actually work. Hear from voices shaping the future of the industry. Exchange ideas with peers who understand your opportunities and challenges. And build the relationships that can move your business - and our industry - forward. Because even as technology gets smarter, this remains a relationship business.

The Advyzon Conference will sell out! Register today with the early bird rate: https://www.advyzonconference.com/advyzonconference27

Industry journalists interested in a press pass - please message the Impact Communications LinkedIn page.

The Advyzon Conference

09/10/2026

Heading to Future Proof next week? Thousands of , , and leaders will take over Huntington Beach for one of the industry's liveliest gatherings of the year.

Keep your eye out for Colin Swift – he'll be representing Impact Communications, Inc., working the ground for our clients, and keeping an ear open for all the buzz at this year's festival.

If you're attending and want to talk , , or just compare notes on the industry, drop him a message and set something up! He’s always up for building relationships. And industry journalists in attendance – don't hesitate to reach out for relevant sources and thought leaders to weigh in on all the industry trends.

Get all the info for what’s happening at this year’s here: https://futureproofhq.com/festival/

09/09/2026

Silicon Data, the independent data and transparency layer for the , and Syntax Data, an institutional index provider and and company, today announced that Syntax has been appointed agent for Silicon Data’s benchmark covering and infrastructure markets.

The appointment brings independent, third-party calculation to a set of benchmarks that increasingly serve as reference rates for a new asset class. Under the arrangement, Syntax will perform daily index calculations operating under documented methodologies, independent controls, and audit and oversight processes consistent with institutional benchmark practice.

The collaboration is intended to support the continued expansion of compute-linked products, including listed derivatives, structured solutions, and index-linked instruments referencing compute pricing. Both firms expect the benchmark family to broaden as new hardware generations, contract tenors, and adjacent inputs – including inference and token-level pricing – become established components of the cost stack.

Click here to read the full press release: https://www.businesswire.com/news/home/20260908565380/en/Silicon-Data-Appoints-Syntax-Data-as-Independent-Index-Calculation-Agent-Advancing-Institutional-Infrastructure-for-Compute-Risk-Management

Silicon Data, the independent data and transparency layer for the compute economy, and Syntax Data, an institutional index provider and financial data and te...

09/04/2026

Bob Veres profiled Kwanti in the latest issue of , highlighting the solutions for its "analytical convenience": "If you think you’re overpaying for your / solution, then Kwanti may be an easier-to-learn / use solution."

Is artificial intelligence really necessary for pulling in ? Bob notes that in a world that seems to be completely dominated by innovation, Kwanti stands out as a unique exception. Kwanti is able to create side-by-side portfolio comparisons for prospecting, and compact performance reports for clients.

Kwanti is doubly unique in a world that seems to be communally hatched out of venture capital startup money, seed capital, and PE consolidation: "Self-funded, currently an AI skeptic, one of those solutions that you won’t see mounting an advertising blitz—Kwanti dares to be different. It sells itself with some of the highest ratings in the various industry software surveys, relying on its raving fans to spread the word."

Click here to read the full article:https://www.fiduciaryvoices.com/uploads/1/0/6/6/10668420/inside_information_-_kwanti_special_issue.pdf

09/03/2026

The Impact team is looking forward to the Wealth Management Industry Awards next week! Marie Swift and Dori Thomas will be in attendance at the awards ceremony and gala on September 10th at Cipriani 42nd Street in New York City. ✨

🏆 Impact Communications, Inc. - Marketing & PR is looking to bring home some hardware after being named a finalist in the Marketing/PR Firms category for Client Digital Campaign of the Year. We also couldn't be prouder of the following clients that we'll be supporting as finalists at the awards ceremony: Advyzon, Advyzon Investment Management, , Kwantii, Syntax Data, Dunham, and YCharts. 👏

We'll also have a bunch of other clients, VIPs, partners, and friends of Impact attending with us and filling up two tables - so come say hi! Looking forward to seeing so many friends and colleagues. 💫

🎗️ Click here to learn more about the event and see the full list of finalists: https://www.wealthmanagement.com/events/wealth-management-industry-awards

09/02/2026

For , the challenge of delivering highly personalized, sophisticated at scale has long been a technological hurdle. While families have historically enjoyed access to advanced and customized , translating that level of service to a broader client base requires significant time and resources. As the landscape evolves, advisory firms are actively seeking solutions that bridge this gap without compromising the quality of their guidance.

Libretto has emerged as a standout platform addressing this exact need. In a recent interview with Streetinsider.com, Libretto founder Jeffery Coyle discusses how advisors can scale across their client base and make every client feel like a $100 million account. Jeff also shares details on Libretto's latest features, recent accolades and recognition, and more.

Read the full interview here: https://www.streetinsider.com/MarketMediaWire/Scaling+%E2%80%9CTotal+Wealth%E2%80%9D+Advice%3A+An+Interview+with+Libretto+Founder+Jeffery+Coyle/26999520.html

09/02/2026

In this conversation with Chris Latham, published in Citybiz, Henry Zelikovsky of SoftLab360 discusses how and are being applied to in increasingly practical ways.

Henry explains how predictive modeling — based on demographic, health, and behavioral data — can help better align with clients’ evolving life circumstances.

Click here to watch the interview: https://www.citybiz.co/article/889835/chris-latham-interviews-henry-zelikovsky-founder-ceo-of-softlab360-successful-applications-of-ai-machine-learning-in-wealth-management/

Henry Zelikovsky, founder and CEO of Softlab360, discusses how artificial intelligence and machine learning are being applied to wealth management... Read More