Why Advyzon Chose to Partner, Not Build, to Boost Direct Indexing

Published on June 6, 2025

Syntax Data's offering did everything Advyzon wanted and more, CIO Brian Huckstep says.

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SEC Weighs Harmonizing RIA, B/D Mandatory Arbitration Rules

June 6, 2025
The commission’s Investor Advisory Committee recommended the SEC amend its advisor rules on mandatory arbitration clauses, though it didn’t ban them outright, as some investor advocates hoped.

AI Saves Advisors 90 Minutes Per Client Meeting: F2 Strategy's Doug Fritz

June 6, 2025
This means more time to serve clients and grow their businesses in new ways, he says.      Related StoriesTax Bill's Bid to Ban New AI Rules Faces Bipartisan BlowbackMedicare Surfaces as Target for Cuts to Pay for Trump Tax BillFINRA Panel Orders Advisor to Pay Ameriprise $383K