Impact Communications, Inc. - Marketing & PR

10/15/2026

Kwanti has spent nearly two decades building tools that help win prospects, manage books of business, and generate proposals.

This article from PowerAdvice details a recent conversation between Douglas Heikkinen and Patric Glassell at the 2026 Future Proof Festival, where Patric spent most of the time talking not about what can do for advisors, but about what it shouldn't be trusted to do — at least not yet.

"It was a little disarming to sit down with Glassell and hear him make the case for going slower," writes Heikkinen. "In an industry currently intoxicated by its own AI product announcements, that restraint is worth paying attention to."

Patric details the case for moving slowly on purpose, discusses where AI should never touch a client relationship, and more in this insightful interview.

Read the article here: https://poweradvice.com/technology/trust-not-hype-what-kwanti-learned-from-watching-shiny-objects-come-and-go

Why Kwanti is taking a cautious approach to AI in financial advice, prioritizing data accuracy, client trust, transparency, and human relationships over hype.

10/02/2026

Rob Rickey, CFP® of StraightLine was quoted in this article from Think Advisor recapping Fidelity Investments' Plan Sponsor Attitudes Study, which found that are increasingly turning to for guidance and seeing the value of those relationships. The study also found growing satisfaction among sponsors in both their and the advisors supporting them.

Rob said as his firm is focused on working with , the survey findings are consistent with his experience and are core to StraightLine's growth strategy: "When an advisor partners with a to deliver participant-level services, it creates a natural, symbiotic relationship that provides the greatest opportunity to improve participant outcomes. We believe this trend will continue as advisors enhance their value proposition by integrating technology that strengthens human connection, rather than replacing it."

Click here to read the full article: https://www.thinkadvisor.com/2026/09/08/401k-sponsors-increasingly-rely-on-advisors-study/

Advisors, in turn, are expanding their retirement plan service offerings, Fidelity finds.

09/29/2026

Impact Communications' finalist initiative at the 2026 awards was just featured in Wealth Management Magazine's special 'Best of the Best 2026' issue! Impact was recognized in the Client Digital Campaign of the Year category thanks to our work on StraightLine's Digital Education Campaign. StraightLine launched its "Financial Snack" series as a digital education campaign delivering short, timely, easy-to-digest financial insights across social media channels.

By pairing advisor-informed educational copy with a consistent cadence, unique visual appeal, and multi-channel distribution, the campaign modernized StraightLine’s digital outreach, reinforced its brand as a trusted financial educator, and created repeat touchpoints with clients, prospects, and referral audiences.

Learn more and see the full list of finalist and winning initiatives here: https://bluetoad.com/publication/?i=868758&p=166&view=issueViewer

09/25/2026

Brookwood Investment Group, LLC's Heather DeAgostine spoke with Impact's Colin Swift on the at the 2026 Future Proof Festival.

DeAgostine explains why stands apart from standard conferences for its energy and the quality of its sessions. She shares how she scouts the conference for technology, operations, and client resources that Brookwood's advisors can use. She focuses on topics at the edges of the industry that clients need, but few firms have leaned into, so have an answer ready when a client asks. Her goal is to give Brookwood advisors resources they can offer when clients want solutions that reflect their values.

Watch the full interview here: https://vimeo.com/1230309955

Heather DeAgostine, Chief Experience Officer of Brookwood Investment Group, speaks with Colin Swift of Impact Communications at the 2026 Future Proof Festival in Huntington Beach, CA, taking place September 14-17, 2026. DeAgostine explains why Future Proof stands apart from standard wealth managemen...

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...