Impact Communications, Inc. - Founded by Marie Swift

06/16/2026

Kwanti's Patric Glassell authored this recent article for by VettaFi, where he shares how can unlock true hyper-personalization in .

Advisors now understand that clients expect a truly personalized experience. Clients no longer accept generic advice; they demand bespoke strategies, tailored communication, and engagement aligned with their unique needs and life stages. You don’t need to completely overhaul your business. Adapting hyper-personalization tools can start with small, practical steps (which Patric lays out in this insightful article). Successful advisors will give clients truly personal service without making things more complicated.

Read the article here: https://www.advisorperspectives.com/articles/2026/06/10/advisors-unlock-true-hyper-personalization-wealth-management

Advisors now understand that clients expect a truly personalized experience. Clients no longer accept generic advice; they demand bespoke strategies, tailored communication, and engagement aligned with their unique needs and life stages.

06/15/2026

We're looking forward to Wealth Management's Investment Management Summit, happening June 24th at 2pm ET! The 1.5-hour webinar (CE credit eligible) will examine the future of and . Libretto founder Jeffery Coyle will participate in a panel titled 'Risk Management & Portfolio Construction Innovation' alongside Matt Radgowski of Halo Investing and Janowski of Wealth Management, which will cover robust strategies for and .

Across the three expert panel discussions, you'll discover why has emerged as the new competitive frontier for , gain insights into the evolving role of the Chief Investment Officer in a tech-driven, client-focused world, and uncover cutting-edge strategies for managing risk and constructing resilient portfolios that help position clients for long-term success.

Learn more and register here: https://www.wealthmanagement.com/investment-news/investment-management-summit?partnerref=Libretto

1.5-hr CE webinar: investment strategies, active vs. passive investing, AI in portfolios, risk management & tax optimization for advisors.

06/12/2026

The 2026 Alliance of Comprehensive Planners Annual Conference is happening September 15-17 in Tucson, Arizona! In a news release published in citybiz, the Alliance of Comprehensive Planners shared more details on the 2026 , plus highlights from the 2025 conference, while also announcing ACP's recent rebrand and new website.

The 2026 Conference, hosted at Loews Ventana Canyon Resort, offers a boutique, community‑driven experience focused on meaningful conversations, high‑quality education, and genuine relationship‑building. ACP expects over 100 members to attend this year’s conference – in addition to other , partners, sponsors, vendors, and journalists – which will feature insightful keynote presentations, a plethora of breakout sessions, multiple preconference workshops, a robust exhibit hall, media opportunities, social events and receptions, networking, training, and more.

This year, insightful keynotes will be delivered by Beth Pinsker, CFP®, financial planning columnist at MarketWatch and author of “My Mother’s Money: A Guide to Financial Caregiving”; Rick Ferri, CFA, investment analyst and author of six books on index funds and ETFs; and Scott Cederburg, Ph.D., professor of finance at the University of Arizona.

Learn more about ACP the conference here: https://www.citybiz.co/article/858752/alliance-of-comprehensive-planners-rebrands-and-announces-2026-acp-annual-conference/

To register for the 2026 ACP Conference at the Early Bird rate, click here: https://www.acplanners.org/2026acpannualconference/registration

The Alliance of Comprehensive Planners (ACP), a community of tax-focused, fiduciary financial advisors who provide comprehensive wealth building strategies for... Read More

06/11/2026

How can play a more meaningful role in helping affluent families make informed, values-driven decisions? In this episode of the 'Managing Your Practice' podcast from Dimensional Fund Advisors, Jeff Coyle of Libretto discusses for highly affluent families.

The podcast explores how advisors can move beyond to guide families on the broader purpose and responsibilities of wealth. Key themes include optimizing the intent behind wealth, prioritizing thoughtful questions over technical expertise, and knowing when to engage specialists. The speakers also highlight the importance of engaging all family members in matters of business ownership, generational transitions, and wealth building.

Click here to listen to the episode: https://podcasts.apple.com/us/podcast/managing-family-wealth-moving-beyond-the-portfolio/id1548054179?i=1000770195886

Podcast Episode · Managing Your Practice · May 29 · 58m

06/10/2026

are only as useful as the data behind them.

In the latest podcast, Stacy Chitty of Blue Vault and Henry Zelikovsky of SoftLab360 dig into why transparency matters so much in the alternatives space, and how better data helps evaluate opportunities with more confidence.

Blue Vault’s new research portal is designed to make that process easier, providing advisors, enterprise firms, and with a more streamlined way to compare private credit, real estate, and equity investments.

For advisors, the takeaway is clear: better visibility can lead to better decisions, stronger client conversations, and a more informed approach to .

Watch the full conversation here or listen on your favorite podcast platform: https://www.impactcommunications.org/best-practices-blog/swift-chat-with-stacy-chitty-and-henry-zelikovsky-bringing-transparency-to-alternative-investment-data

06/09/2026

In this Q&A with Think Advisor, Kevin Hughes of Advyzon shares updates and details on and Advyzon's planning offering (coming later this year!), weighs in on the evolution of in the industry, and more.

He also discusses how much technology advisors use in , how Advyzon is thinking about AI, and whether should lose sleep over AI taking their jobs.

Click here to read the full interview with Rob Burgess: https://www.thinkadvisor.com/2026/05/29/advyzon-sees-the-promise-and-peril-of-ai-in-wealth-management/

Kevin Hughes, who heads financial planning, is helping debut an agentic AI framework over the next few months.

06/04/2026

Impact Communications, Inc. - Founded by Marie Swift is proud to announce that we've been named a finalist in the 2026 Wealth Management Industry awards, aka the ! In the program, Impact was recognized in the Digital Campaign of the Year category for our work on 's Digital Education Campaign.

In addition, we are proud to share that the following clients have also been named finalists, with nomination support from the Impact team:
- Advyzon and Advyzon Investment Management in 9 categories (most in the program)
- Dunham in 3 categories
- The Oasis Group in 2 categories
- Kwanti in 1 category
- Syntax Data in 1 category
- EncorEstate Plans in 1 category
- YCharts in 1 category

Congratulations to all of the finalists! We'll see you at the Wealthies gala and awards ceremony in September🎉

Learn more and see the full list of finalists here: https://informaconnect.com/wealth-management-industry-awards/the-finalists/

Finalists of the 2026 Wealth Management Industry Awards

06/03/2026

ICYMI, our very own Jonny Swift authored this recent article for by Vetta Fi, covering how is being paraded as the best timesaving solution — promising to streamline and free up capacity for to focus on higher-value work. But recent research explores a more complicated reality: is intensifying work, not reducing it.

In our work at Impact Communications, Inc. - Founded by Marie Swift, alongside advisory teams and innovators across the and landscape, we’re seeing a similar mix of optimism and friction. The efficiency gains are real, but so are the unintended consequences. To better understand what’s happening in practice, Jonny gathered perspectives from six industry leaders and Impact clients who are building, deploying, or closely observing AI in real-world advisory environments: Kevin Hughes of Advyzon, Trevor Coyle of Libretto, John O'Connell of The Oasis Group, Sean Brown of YCharts, Henry Zelikovsky of SoftLab360, and Sean Sandys of Syntax Data.

One of the biggest takeaways: "The biggest productivity gains will likely come as AI is embedded into the tools advisors already use," said Coyle. Added Hughes, "The biggest gains won’t come from layering AI across isolated tasks, but from embedding it into complete workflows."

Click here to read the full article: https://www.advisorperspectives.com/articles/2026/05/13/productivity-paradox-why-ai-making-advisors-busier

To understand the full impact of AI on advisor productivity, it’s important to look beyond speed alone. The more relevant question is whether efficiency gains are creating meaningful breathing room or simply raising expectations and expanding the scope of work.

06/02/2026

Today, we're promoting a cause that's near and dear to our hearts. After spending 22 years preparing for the possibility of a heart transplant, Utah resident Jaxson Lunceford (family member to a few Impact team members) and his family suddenly found themselves facing a life-or-death emergency. Within days, Jaxson's condition deteriorated rapidly, leading to four open-heart surgeries and an urgent placement on the heart transplant waitlist. Just 72 hours later, a donor heart changed everything.

Now, as Jaxson begins recovery, family, friends, neighbors, volunteers, and local businesses across are coming together to support the Lunceford family through a community-wide yard sale fundraiser - taking place this weekend - and a shared commitment to raising awareness about the life-saving gift of .

To support the efforts, Impact Communications issued this news release to spread awareness and share more information: https://www.businesswire.com/news/home/20260601259808/en/Utah-Communities-Rally-Around-22-Year-Old-Heart-Transplant-Recipient

Read more about Jaxson’s recovery, details on how to support him, the community rallying around his family, and the powerful reminder that a single decision to become an organ donor can change countless lives: https://www.mediasourceportal.com/utah-communities-rally-around-22-year-old-heart-transplant-recipient.html

And if you live in , , or , click the link below to find details on the yard sale fundraiser happening this weekend! We would be delighted if anyone in our were to attend and support. Impact team member Vassilaros will be there supporting and taking photos, and would love to connect.

05/29/2026

Impact founder Marie Swift authored this recent article for Think Advisor where she covers how and modern marketing technology are reshaping the way attract, engage, and convert clients. Used correctly, these tools do not make advisors less human. They allow advisors to be more human, more present, more responsive, and more focused on the relationships that truly matter. Firms with consistent, values-based communication tend to experience stronger organic growth. AI tools can help advisors send timely, customized follow-up emails and automate time-consuming tasks that would otherwise slow your workflow.

The most successful firms treat AI as an assistant, not an author. Advisors who embrace AI thoughtfully — focusing on clarity, consistency and credibility — will gain a measurable advantage in both traditional and AI-driven discovery channels.

To discover all of Marie's insights, click here: https://www.thinkadvisor.com/2026/05/28/how-to-use-ai-and-technology-to-market-smarter

It's creating consistent, relevant communication at scale while preserving the human trust at the center of every client relationship.