Marie Swift
@marieswift
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Marie Swift is a PR and Marketing professional serving the financial services industry: More at https://t.co/ODJ0THj1MQ and https://t.co/FsnhHa1Al6
Kansas City
Joined January 2009
The new president of a Leawood marketing firm was born for the job. His mother founded the firm and he's been there for years.
bizjournals.com
Leawood-based Impact Communications has a familiar name for its new president. Jonny Swift has been with the firm his mother founded for years.
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Meet Dori Thomas—Client Strategist & Senior Relationship Manager at @ImpactMarComPR 🌟. Dori brings creativity, organization, and relentless optimism to every client relationship. Dori’s blend of can-do spirit, creative passion, and event mastery makes our Impact family stronger!
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We’re thrilled to celebrate our client Libretto, winner of the “Best Innovation in Financial Planning” honor at the 2025 Datos Impact Awards in Wealth Management, presented by @DatosInsights! 🏆See all the 2025 #DatosImpactAwards winners here: https://t.co/2JY4OCxvLW
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In the latest episode of the #NAPFANation podcast from @NAPFA, host @marieswift sits down with Jennifer Gray of Jennifer Gray Counseling to explore how #financialadvisors can prevent burnout and foster authentic success. Listen here:
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Intervallum Technologies and BX Partners are redefining portfolio design. 🚀 The CrestCast™ Macro-Aware US Factor Rotation Index, now available through BX’s platform, puts true macro intelligence in every #financialadvisor’s toolbox. Learn more here:
citybiz.co
Intervallum Technologies has partnered with BX Partners to bring the CrestCast™ family of macro-aware US factor rotation indexes to a wider audience of advisors and asset managers via the BX Index...
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.@marieswift interviews Collin Miller of @EVALsoftware on the #SwiftCam at #SchwabIMPACT 2025. He explains how the platform streamlines #PortfolioManagement, enabling advisors to tailor portfolios to meet the diverse needs of their clients. Watch here:
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.@marieswift interviews Kevin Hughes, President of #FinancialPlanning at Advyzon, on the #SwiftCam at #SchwabIMPACT2025. He discusses his new role & the firm's strategy for delivering comprehensive, seamlessly integrated planning software. Watch here:
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.@marieswift interviews Bruce Traan, President and COO of Syntax Indices at @SyntaxData, on #SwiftCam at #SchwabIMPACT2025. He discusses his new role and the company’s innovative platform, Syntax Direct, which focuses on #CustomIndex creation Watch here:
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.@marieswift interviews @FinTechie of @t3techhub, on #SwiftCam at #SchwabIMPACT2025. He shares insights from a panel that he participated in with representatives from @CharlesSchwab, @SyntaxData, and @RFGAdvisory. Watch here:
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.@marieswift interviews Jorge Tarraso of Libretto on #SwiftCam at #SchwabIMPACT2025 He shares how Libretto is advancing #FinancialPlanning and investing by integrating personalized #PortfolioDevelopment, #RiskManagement & planning into a single platform. https://t.co/Fkijlei16p
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.@marieswift interviews Natalie Pine of @NAPFA on #SwiftCam at #SchwabIMPACT2025. She shares NAPFA’s new strategic framework for 2025–2028, centering on elevating #fiduciarystandards beyond #feeonly models & strengthening community engagement. Watch here:
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Libretto founder Jeff Coyle was recently interviewed for this article from @finplan, discussing what makes the platform stand out from competitors and how Libretto approaches #financialplanning through a liability lens. Read here:
financial-planning.com
Fintech platform Libretto outperformed competitors in the financial planning category in the latest T3 Survey. CEO Jeff Coyle said his strategy of slow growth and high quality was working.
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Long-time Libretto user and #financialadvisor Drew Lunt was recently profiled in @finplan Magazine's 'Show Me Your Stack' series, where he discusses the benefits of Libretto and his #techstack for Scratch Capital. Read more:
financial-planning.com
Drew Lunt, founder of Scratch Capital in Boise, Idaho, still uses Black Diamond for his portfolio accounting needs, but as his client base expands to more affluent, complicated clients, he has looked...
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In Episode #35 of @NAPFA Nation, host @marieswift speaks with renowned industry commentator @BobVeres to discuss his newest book, 'A Behind-the-Scenes History of the Financial Planning Profession'. Listen here:
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.@ImpactMarComPR and Evan Simonoff of @FAMagazine hosted an #ExecutiveRoundtable with 7 executives from leading #fintech services and consulting firms, published in #FiduciaryVoices. Recap here: https://t.co/yuMsWcUeug
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Matt Morris, CEO & Co-Founder of EncorEstate Plans, discusses the firm's study of how well the major AI chatbots responded to 46 basic estate planning questions. @MattJoMorris @encorestateplan
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Big news in #WealthTech 🚀 Advyzon adds integrated #FinancialPlanning — guided by industry pros and former MoneyGuide execs Kevin Hughes & Tony Leal. Read more in @YahooFinance: https://t.co/ZZzLEka424
#Fintech #AdvisorTech
finance.yahoo.com
CHICAGO, October 15, 2025--Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced that financial planning will...
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In our latest #SwiftChat podcast with host @marieswift, Alan Thomson of Intervallum Technologies shares how #fintech and analytics are transforming the way #fiduciaries invest — and Intervallum is leading the charge. Watch the full episode here: https://t.co/YuQrCZI8sg
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In this episode of the Fiduciary Voices #FinLit Series, host @marieswift speaks with Daphne Jordan, CFP®, Partner and Senior Wealth Advisor at @PioneerWealth, about navigating the complexities of #generationalwealth and #charitablegiving. Watch here: https://t.co/fK02UPYpvL
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John Mackowiak, Chief Revenue Officer at Advyzon, discusses the firm's participation in the Schwab IMPACT, Advyzon, and T3 Technology conferences. @john_mackowiak @CharlesSchwab @t3techhub @FinTechie
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