HCR Wealth Advisors had two leaders in their firm named finalists for the 2022 WealthManagement.com Industry Awards, an annual competition and industry-leading awards program often referred to as the Wealthies. Alyssa Phillips, Chief Operating Officer and Chief Technology Officer, was named a finalist for ‘Chief Technology Officer of the Year’ and Michelle Katzen, CFP®, CDFA®, Managing Director, was named a finalist for ‘Rising Star of the Year’ – both in the ‘Individual RIA Firm Leaders’ category.

Cardinal Retirement Planning, Inc., (Cardinal) announced a new hire and multiple promotions as it continues to implement its proprietary asset allocation software, which combines machine learning and artificial intelligence with financial and tax planning expertise.

​Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, has for the second consecutive year been named a finalist in the WealthManagement.com Industry Awards, an annual competition and industry-leading awards program often referred to as the Wealthies.

Marianne Rodriguez, CFP®, Director and Wealth Advisor at Round Table Wealth Management has been named to the InvestmentNews “40 Under 40” class of 2022. This annual list recognizes professionals under 40 years old who are impacting the financial planning / wealth management profession for the better.

Buckingham Advisors announced that they will host a webinar on this question: Should your small business have a sponsored retirement plan? In today’s competitive labor market, having a retirement plan is essential to attracting and retaining top talent. 

AP Wealth Management announced their new office in Columbia, SC, a meeting with this year’s Walton Award recipients, and details on their expanded unique meeting space called The Treehouse. AP Wealth now has a new, second office space in Columbia, SC. The office is located at 1201 Main Street, Suite 1980, Columbia, SC 29201.

NEXA Insights released a case study explaining how their technology benefitted Mariner Wealth Advisors, a nationally recognized wealth advisory firm with 70 offices across the United States. Mariner Wealth Advisors wanted to better understand their performance and client sentiment, increase client engagement, and discover potential risks and opportunities within their client base. They also needed to make sure these insights were backed up with substantial data. Therefore, they reached out to NEXA Insights to help create a long-term strategy for ongoing referrals and client satisfaction and retention.

CoastalOne recently shared specifics on their new growth in 2022, including new financial professionals under the CoastalOne umbrella, a new CFO, and details on their first annual Platinum Advisory Council, held in March in Playa del Carmen, Mexico. ​In 2022, CoastalOne has already added twelve new financial professionals to their independent financial services platform. CoastalOne welcomes existing business structures, including family offices and advisory groups – not just individual professionals.

Once again this year, two advisory team members of Round Table Wealth Management (RTWM), an SEC Registered Investment Advisory firm, have received the Five Star Wealth Manager Award based on 10 objective eligibility and evaluation criteria including client retention and a regulatory review. This marks Mariella Foley’s seventh year of winning the award, and Michael Fischer’s third year.

cleverDome, Inc.™ (cleverDome) and United Planners Financial Services (United Planners) announced a material cybersecurity offering focused on shielding the financial advisors of the firm – and, in tandem, the financial advisory firms’ clients. The announcement was made at United Planner’s annual conference, which was held May 24 and 25, 2022 in Scottsdale, Arizona.

Advyzon recently achieved high client satisfaction ratings and showed significant increase in market share across multiple categories in the 2022 T3 / Inside Information Software Survey. The results of the annual technology survey and report, produced by Joel Bruckenstein of T3 Technology Tools for Today and Bob Veres of Inside Information, were unveiled and presented live at the recent T3 Advisor Conference, which took place May 2nd – 4th in Denton, Texas and saw nearly 1,000 total attendees.

Stone Wealth Management, an independently-owned and operated financial planning and SEC Registered Investment Advisory firm, announced that wealth advisor Antonio Tovar has been approved to use the CFP® mark of distinction. In addition, the firm was named to a list of top financial planning firms in Austin, and a has added new Austin native to the firm.

Holistiplan announced their #1 top ranking in the 2022 T3/Inside Information Software Survey report. The results of this much-anticipated survey were presented live at the T3 Technology Conference in Denton, TX. In their category, Holistiplan had the biggest market share, the highest satisfaction rating, and the highest number of financial professionals considering it. This is the third time, in both the  T3/Inside Information Software Survey and the Kitces Research Technology Study, Holistiplan has been ranked #1 in as many years of being in business.

Incedo, Inc. announced the lineup of events they will be hosting at the T3 – Tools and Technology for Today conference. This perennial favorite with financial advisors, wealth managers, and financial services executives will be held at the Denton Convention Center in Denton, Texas with May 2 - 4, 2022 focused on financial advisor attendees and May 5, 2022 focused on financial service enterprises.  

The Alliance of Comprehensive Planners (ACP), the nation’s leading community of tax-focused financial planners who provide comprehensive wealth building strategies for their clients on a commission-free retainer basis, has announced the featured speakers and agenda for their in-person conference this fall. The event will be held September 28-October 1, 2022 at the Hilton Minneapolis, MN