Impact Communications, Inc. - Marketing & PR

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

09/01/2026

In Wealth Management Magazine's 2026 issue, Salvatore M. Capizzi of Dunham explores how the role of is evolving as becomes more and more prevalent in the industry. As we move towards the end of 2026, many advisors are asking the wrong question about . The question is not whether AI will replace advisors. The question is what role advisors will play in a world where information has become nearly free.

As knowledge becomes readily available, judgment becomes more important than ever. This shift creates what he believes is the next evolution of the profession: the Epistemic Advisor. An is someone who evaluates the quality of knowledge before a client acts on it. The role of a is no longer simply providing answers. It has shifted to helping clients determine which answers deserve to be trusted.

Read the full article here: https://bluetoad.com/publication/?i=868558&p=73&pp=1&view=issueViewer

09/01/2026

Joel Bruckenstein of T3 - Technology Tools for Today and Kimberley Raimondo of Brookwood Investment Group were both featured in this article from RIABiz discussing Vanguard's acquisition of Altruist for $4.6 billion.

“We always hear these statements when a takeover is announced,” said Joel, referring to the intended structure of the deal in which Altruist is to remain a standalone business. "The sale at this price is impressive," he added.

"The great custody duopoly needs to be challenged, and Altruist appeared to have the potential to become that challenger," Kim said. "The question now is whether gives the capital, scale, and credibility to challenge it, or if ownership by a major asset manager compromises the independence that made Altruist such a credible alternative in the first place."

Read their full insights here in the article from Oisin Breen: https://riabiz.com/a/2026/8/28/vanguard-group-and-altruist-can-win-ria-hearts-no-problem-experts-say-but-the-bro-cultural-chasm-2700-miles-apart-and-two-ways-of-defining-client-first-will-determine-if-they-can-make-the-marriage-work

Whether this is a miracle merger or a darling dud, insiders say, will be decided by Bogle-era Vanguard DNA, a hard-charging CEO and a West Coast 'bro' by RIA standards.

08/31/2026

Impact Communications, Inc. - Marketing & PR values the relationships that make work more meaningful — relationships built not only on professional expertise and mutual respect, but also on genuine friendship, shared experiences, and plenty of laughter.

Two especially welcome recent reminders:

Founder and CEO Marie Swift traded boardroom meetings for a lawn chair and joined Dori Thomas, Impact’s Director of Brand Strategy and a Senior Relationship Manager, for an outdoor concert featuring The Doobie Brothers and Santana at KC's new Morton Amphitheater. They enjoyed the music, dancing, and a memorable evening together — an ideal reminder that professional relationships can be both productive and personally rewarding.

The following evening, Impact team members, clients, and friends in the Kansas City area gathered for happy hour at a local watering hole. No agenda. No presentations. Just lots of laughter and talking about life — oh, and yes, a little business in between.

At Impact Communications, we have always believed that the strongest professional relationships extend beyond the work itself. They grow through trust, mutual respect, shared experiences, and a sincere enjoyment of working together.

Professional success is not measured only by what is accomplished, but also by the people who make the journey worthwhile. We are grateful for the many clients, partners, and colleagues who have become far more than business contacts — they have become friends and extended family.

If this kind of relationship-centered partnership resonates with you, we would welcome the opportunity to get acquainted. Reach out to learn how our team helps organizations clarify their story, strengthen their visibility, and build meaningful connections while becoming part of a professional community that feels a little more like family.

08/28/2026

Impact Communications, Inc. is proud to share that we were named a finalist in both the 2026 Wealth Management Industry Awards, aka the , AND the 2026 Think Advisor Awards – two of the most prominent and respected awards programs in the industry! 🏆

In the Wealthies competition, Impact was named a finalist for Digital Campaign of the Year, while 9 current and former clients also received finalist nods – totaling 19 in all. In the Luminaries program, Impact earned finalist recognition in the Educational Programs category, while 12 current clients were also named finalists across 34 total categories. In all, 15 Impact clients were recognized with 53 combined finalist nods! 💪

In addition to earning finalist recognition for our own work, we were excited to work alongside current and former clients to identify their strongest stories, develop strategic positioning, craft compelling narratives, and submit nominations for consideration in the respective awards programs. Those efforts are reflected in finalist recognition across the 2026 Wealthies and Luminaries awards:

- Advyzon, Advyzon Investment Management (AIM), and by Advyzon in 9 combined categories at the 2026 Wealthies (most in the program) and 6 categories at the 2026 Luminaries
- Syntax Data in 6 categories at the 2026 Luminaries and 1 category at the 2026 Wealthies
- Libretto in 5 categories at the 2026 Luminaries
- Dunham in 4 categories at the 2026 Luminaries and 3 categories at the 2026 Wealthies
- Gertsema Wealth Advisors in 3 categories at the 2026 Luminaries
- Kwanti in 2 categories at the 2026 Luminaries and 1 category at the 2026 Wealthies
- Brookwood Investment Group in 2 categories at the 2026 Luminaries
- YCharts in 2 categories at the 2026 Luminaries and 1 category at the 2026 Wealthies
- The Oasis Group in 2 categories at the 2026 Wealthies
- Blue Vault in 1 category at the 2026 Luminaries
- SoftLab360in 1 category at the 2026 Luminaries
- StraightLine in 1 category at the 2026 Luminaries
- EncorEstate Plans in 1 category at the 2026 Wealthies

Congratulations to all of the finalists of both prestigious award programs! We'll see you at the ceremony in September (coming up fast!) and then right around the corner at the awards ceremony in December 🎉

🎗️ Learn more in our news release: https://www.businesswire.com/news/home/20260828427960/en/Impact-Communications-and-Fifteen-Impact-Clients-Named-Finalists-in-2026-Wealthies-and-Luminaries-Awards-Programs

08/28/2026

Danielle White of Myriad Advisor Solutions discusses compliance and how it is no longer a periodic exercise in Wealth Management Magazine's 2026 issue. Compliance for should be an operating discipline that must keep pace with how firms communicate, market, use technology, and protect client information.

As firms expand services, technology, teams, and communication channels, they create more information to supervise, more activity to document, and more evidence to preserve. Centralized workflows can reduce manual handoffs, identify exceptions earlier, and create a clearer record of what was reviewed, by whom, and when—helping compliance leaders move from chasing tasks to supervising risk.

Click here to read the full article: https://bluetoad.com/publication/?i=868558&p=133&pp=1&view=issueViewer

MIDYEAR OUTLOOK Compliance Becomes an Operating System By Danielle White MYRIAD ADVISOR SOLUTIONS RIA compliance is no longer a periodic exercise. It is an operating discipline that must keep pace with how firms communicate, market, use technology, and protect client information. As firms expand ser...

08/27/2026

Impact Communications, Inc. is excited to announce that we've been named a finalist in the 2026 Think Advisor Awards! Impact was recognized in the Educational Programs category under Marketing/PR Services.

In addition, we are proud to share that a whopping TWELVE Impact clients have also been named finalists, with nomination support from the Impact team:

- Advyzon and Advyzon Investment Management (AIM) in 6 combined categories
- Syntax Data in 6 categories
- Libretto in 5 categories
- Dunham in 4 categories
- Gertsema Wealth Advisors in 3 categories
- Kwanti in 2 categories
- Brookwood Investment Group in 2 categories
- YCharts in 2 categories
- Blue Vault in 1 category
- SoftLab360 in 1 category
- StraightLine in 1 category

That's 34 combined finalist nods for Impact and our amazing clients 💪

Congratulations to all of the finalists! We'll see you at the ceremony and gala in NYC in December 🎉

🏆 Learn more and see the full list of finalists here: https://events.thinkadvisor.com/luminaries-awards/2026-finalists