Morningstar

Impact Communications Clients Turn Heads as “Wealthies” Competition Unfolds for 2025 WealthManagement.com Industry Awards

Advyzon, Advyzon Investment Management, The Oasis Group, EncorEstate Plans, Kwanti, Syntax Data, TaxStatus, and Bogart Wealth recognized for innovation and leadership in the financial services ...
Morningstar

Impact Communications Clients Shine as 2025 ThinkAdvisor Luminaries Award Finalists

Advyzon, Advyzon Investment Management, Syntax Data, The Oasis Group, Libretto, Kwanti, StraightLine, and EncorEstate Plans recognized for innovation and transformative impact in the financial ...
Institutional Investor

New Technology to Strengthen Client Relationships and Manage Costs

The investment management business is undergoing a dramatic and sustained shift, driven by technological advancements, higher ...
Traders Magazine

Human Edge in a Digital FX World: Paula Comings on Leadership, Innovation, and Client Impact

With over 20 years of experience across institutions including Goldman Sachs, Deutsche Bank, and now Head of FX Sales at U.S. Bank, Paula Comings aims to bring a thoughtful and client-focused approach ...