If the wealth management industry has a pulse, it was beating loudly and clearly in Tampa at the Advyzon 2025 conference. This year's theme, “a convergence of technology, innovation and partnership”, was not just a label-was the foundation of a conference that has quickly become a necessity for Rias and Fintech professionals. With the duplication of one year a year, Advyzon has firmly set itself as a growing force in Wealthtech space.
Morningstar's Great Movement and the Rias Team
One of the biggest titles of the event was not on the official agenda. On February 13, Morningsar announced that Morningsar's office will retireIts Internet -based investment research platform and portfolio accounting platform until early 2026. The mass sent shock waves through the industry, such as thousands of RIA relying on the platform now finding themselves looking for a new home. Morningsar's solution? An agreement with the Black Diamond SS & C black wealth platform, making it the first to integrate with the new Morningsar direct advisory suite.
But not everyone is ready to follow the direction of Morningstar. adviserwhose leadership team includes many former Morningstar employees is being positioned as a natural destination for RIA that requires a more friendly alternative to councilors. Advyzon was Founded in 2012 by Hailin Li – Former Vice President, Office of the Office in Morningsar. Li was the main architect behind the Morningstar office from 2003 to 2010 when he left Morningsar and began Advyzon.
Other great players are also actively judging these orphans soon. like Main income official Advyzon John Mackowiak To say, “They had to choose a dance partner and they chose one. This does not mean that Rias must accept the invitation.”
Main Topics of the Industry: Where is the asset management going
Beyond the titles, some themes came out of conferences that reflect wider industry shifts.
Establishment of unified platforms
Councilors are increasingly looking for integrated technology shelves that simplify operations, improve client engagement and scale with their growth. Advyzon's mission to be a comprehensive solution matches this trend. Advyzon also emphasized his ability to escalate the new Advyzon partnership enterprise presented with Stonex, which brings the fully integrated Advyzon platform of Wealthtech to Stonex's Broker/Traders and financial institutions.
He, the automation and the mirrors directed from the data
From the management of the portfolio to the customer communication, the solutions directed by it are making shares on the table. RIA are no longer simply exploring these tools – they are actively implementing them to promote efficiency and improve client results.
Marketing that matters
One of the prominent panels, Marketing in 2025: Hype cutting and practical takingleaders presented by altruist, future proof, influence communications and Samantha Schwimmer's own Samantha of Advyzon Sharing strategies and ideas to increase brand recognition and organic growth.
Partnership power
The role of cooperation in financial services was in front of and in the center, with a pronounced session displayed John Thiel, Executive Chairman of Inherent Partnerswho emphasized that technology should improve – not replace – the human element of wealth management.
Leaders of Thought on the future of Wealthtech
Global market perspective
Jeffrey Kleintop, the global chief of global investment in Charles Schwab, provided a macroeconomic view of what advisers should wait next year, affecting inflation, market instability and geopolitical risks.
Advyzon Executive Leadership Panel
CEO HAILIN LI, leading income official John Mackowiak, leading Operation Officer Dirk Pearson and other Advyzon executives shared knowledge of the company's rapid growth, product road map and vision for the future.
5 Daymond John Shark Points
Fish tank The Founder of Star and Fubu maintained a high -power note on entrepreneurship, resistance and construction of sustainable business success and life.
Final thoughts
With the office of Morningstar determined to disappear, the councilors are at a crossroads. Some will take the path of the slightest resistance and migrate to the black diamond, but many will explore alternatives. Advyzon, Orion and others see this as an opportunity once in a generation to grab the market share and prove that Ria deserve better than a forced transition.
The Advyzon Conference made one thing clear: the future of wealth management belongs to the platforms that provide advisers to the best flexibility, the best customer experience and the strongest partnerships. As the firms sail in this changing landscape, those who embrace innovation and place councilors will first appear as real winners.
For more knowledge, see Wealthtech coverage on wealthmanagement.com or for more videos turn to Wmtv But stay tuned – because in Wealthtech, the only constant is the difference.