Advyzon Launches AI System Built Into Platform

Published on July 22, 2026

The wealth management technology provider says its new artificial intelligence capabilities are designed to understand advisor workflows and integrate across operations.

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CFP Board Weighs Changes To How It Considers Expunged Convictions

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Sam Waldon’s departure comes several months after Judge Margaret Ryan resigned from her role as Enforcement Division Director, less than one year after she was appointed.