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News

Yahoo! Finance – Advyzon Investment Management (AIM) Adds Fidelity, Alpha Vee Solutions, KKM Financial, and Zacks 08-16-2023

RIA Intel – The Advisor-Driven Shifts in Asset Allocation You Should Know About 07-17-2023

Financial Planning – ETFs dethrone mutual funds among financial advisors 07-14-2023

InvestmentNews – Advisors pulled out of equities, increased exposure to alts in 2022 07-14-2023

Yahoo! Finance - Advyzon Releases Asset Allocation White Paper Showing ETFs Are Now More Popular Than Mutual Funds 07-13-2023

Yahoo! Finance - Advyzon Named Finalist in Industry-Leading Awards Programs 06-30-2023

Yahoo! Finance – tru Independence Launches truView™, Powered by Advyzon 05-24-2023

Wealth Management Magazine - tru Independence Debuts truView Platform, Using Advyzon as Foundation 05-24-2023

Money Life with Chuck Jaffe (Podcast) – The Macro Picture and the ETFs Best Suited for the Current Outlook – Huckstep as guest (@min 39) 05-19-2023

U.S. News & World Report – “10 Best Low-Cost Index Funds to Buy”, with thoughts from Advyzon’s Huckstep 05-01-2023

Advisor Perspectives Podcast – Model Marketplaces and the Future for TAMP Technology 04-11-2023

Nasdaq – Advyzon Launches Model Marketplace, 'Nucleus' 03-20-2023

Financial Planning – News from the T3 2023 Conference 03-17-2023

InvestmentNews – Updates from the T3 2023 Conference 03-14-2023

Yahoo! Finance – Advyzon Investment Management Launches Model Marketplace, 'Nucleus' 03-14-2023

T3 Tech Hub – AIM Launches Nucleus Model Marketplace at T3 Conference 03-14-2023

Wealth Management Magazine - How to Put 2022 Into Perspective for Clients 12-29-2022

MarketWatch – Advyzon Investment Management (AIM) Continues Growth and Adds Two Key Team Members to Staff 12-07-2022

Yahoo! Finance – Advyzon Releases Asset Allocation Study, featuring comments from Brian Huckstep 10-04-2022

U.S. News & World Report – “Is the Efficient Market Hypothesis True?”, with thoughts from Advyzon’s Huckstep 09-30-2022

Money Life with Chuck Jaffe (Podcast) – “The economy can avoid recession, but not pain in the bond market” – Huckstep as guest (@min 34) 08-18-2022

U.S. News & World Report – “3 Pros, 3 Cons of Target-Date Funds”, with contributions from Advyzon’s Huckstep 08-15-2022

U.S. News & World Report - Advyzon's Huckstep: "Investors who are less risk tolerant with shorter time horizons consider the following..." 08-11-2022

TD Ameritrade Network – When It Comes To Rates, Don’t Fight The Fed (Video) 08-02-2022

Investment Strategy by InvestmentNews – Advyzon’s Huckstep: ‘Pessimistic but short of outright bearish’ as we head into second half of the year 07-19-2022

Kitces.com - Advyzon Leverages Its Portfolio Management Tech To Launch Its Own TAMP 04-04-2022

ThinkAdvisor – Tech Roundup: Advyzon Launches TAMP 03-24-2022

InvestmentNews – Advyzon Launches Turnkey Asset Management Platform 03-23-2022

Financial Advisor Magazine – Advyzon Launches a Turnkey Asset Management Platform 03-23-2022

RIAIntel – Advyzon Creates Its Own TAMP 03-23-2022

Citywire – Advyzon Starts Its Own TAMP 03-22-2022

TheStreet – Advyzon Launches TAMP, Advyzon Investment Management (AIM) 03-22-2022

Financial Planning Magazine – Advyzon Becomes the Latest Wealthtech to Launch a TAMP 03-22-2022

Digital Wealth News – Advisor Tech Talk: Advyzon Launches a TAMP 03-22-2022

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Advyzon Investment Management LLC ("AIM") is a registered investment adviser registered with the United States Securities and Exchange Commission, and a wholly-owned subsidiary of yHLsoft Inc., doing business as Advyzon ("Advyzon"). All references to investment advisory services mentioned in this website are provided by AIM, while some technology and administrative support services are provided by Advyzon. AIM's advisory services are available to financial advisers for use in managing assets for their clients. We do not provide advisory services directly to retail investors.