Blue Chip Partners was named a winner of InvestmentNews’ 2022 Best Practices Award. This award recognizes advisory firms at the top of their peer group in terms of financial performance, demonstrating high growth, productivity, and profitability. Award winners were determined based on results from the annual InvestmentNews Adviser Benchmarking Study, which looks to the top-performing financial advisory firms in the nation for lessons on how to build a best-in-class practice.

AXG Advisors announced that it has acquired the operations of Rose Glen LLC (Rose Glen), a firm that has long provided innovative wealth transfer, preservation, and accumulation solutions to ultra-high net worth families across the country. This union brings a successful mentor/protégé relationship full circle. AXG co-founder, George Papanier worked under the tutelage of Morey Goldberg and team for several years prior to launching AXG Advisors with Adam Pauska in 2019. Goldberg will join AXG as a senior advisor.​

Cardinal Retirement Planning, Inc. announced that President and CEO Doug “Buddy” Amis was named as a board member to the Durham Community Land Trustees (DCLT).  Cardinal is also continuing its work with non-profit organization, Book Harvest, sponsoring the annual Dream Big MLK Day Book Drive & Community Celebration for Book Harvest and donating a total of $15,000 over the past three years.

Advyzon released “What Fee Models Are Advisors Using?”, a white paper based on original research that analyzes which fee models independent financial advisors (IARs and RIAs) are using today (and why), shares recent trends in billing and fees, and offers insights into where the industry may be headed.

​Principle Wealth Partners (PWP) has been named one of the Top 100 RIA Firms in the nation. The inaugural Forbes/Shook Top RIA list, which was recently released, names 100 advisory firms with cumulative assets of $730 billion. All are helmed by professionals with decades of experience, proven track records of seeing clients through market turmoil, and preserving wealth. In Forbes’ first-ever list of the Top 100 RIA firms in the United States, PWP was top-ranked in the State of Connecticut and #43 in the nation.

Advyzon Investment Management announced that they are adding two key members to their growing team. Alex Riedel serves as Managing Director, Head of Client Portfolio Management and started on November 28th, 2022. Tony Oulahan serves as Senior Vice President of Business Development and started on July 5th, 2022. 

Select members of the press are being invited to attend one or more of the educational sessions being presented by James Lange, Attorney / CPA. Lange is an eight-time bestselling book author and a nationally-renown public speaker. In these webinars, Lange will focus on advanced Roth IRA Conversion strategies and Estate Planning techniques that very few experts even know about.

Incedo, Inc. (Incedo), a leading digital transformation consulting and technology solutions firm, has been named as a finalist in this year’s ThinkAdvisor Luminaries Class of 2022, an industry competition, now in its second year. The judges also gave a nod to Chief Executive Officer Nitin Seth in the Thought Leadership and Education category.

​Atlas Wealth Strategies (Atlas), a financial services firm headquartered in Hopkinton, is proud to sponsor the Sustainability Summit. The event begins at 6 p.m. Thursday, November 17, 2022, and will take place at the Hopkinton Center for the Arts (HCA) located at 98 Hayden Rowe, Hopkinton. The Summit, which is free and open to the public, is part of the HCA’s “Art of the Conversation” series. Anyone interested can reserve a free ticket via the HCA event page.

​Keen Wealth Advisors, an independently owned financial advisory firm based in Overland Park, Kansas, will sponsor again this year the Angel Flight Central Gala on Friday, November 18, 2022. The gala, which will be held at the Muehlebach Hotel at Kansas City Marriott Downtown, is expected to raise over $220,000 to support Angel Flight Central’s mission. Angel Flight Central (AFC) serves people in need by arranging charitable flights for access to health care or other humanitarian purposes in the Central American states.

The Make Time Institute announced the international best-selling book by Founder Travis G. Parry, Ph.D (Dr. Parry), Achieving Balance: The Make Time Method To Help Reach Business AND Personal Goals In An Overworked World, is now available as a limited gift edition that includes a signed paperback book, t-shirt, and hat. Dr. Parry’s proven methodologies are aimed at help financial professionals (including those in legal, accounting, insurance, financial planning, and investment advisory disciplines) make lasting changes and live life on purpose – but any run-down, unhappy business professional or entrepreneur should also find wisdom and food for thought as they read through and underline the concepts in this important book.