​​Buckingham Advisors, announced that Jim Brown has joined the firm as Senior Portfolio Manager & Research Analyst. Brown will be based in the company’s Dayton office. With experience in operations, trading, compliance, portfolio management, and investment research, Brown has been in the financial services industry for nearly 20 years. He has a Bachelor of Science degree in Business with a major in Finance, and a Master of Business Administration degree in Operations Management from Wright State University. Brown also holds the Chartered Financial Analyst® (CFA®) designation.

The Alliance of Comprehensive Planners (ACP), a community of tax-focused financial planners who provide comprehensive wealth building strategies for their clients on a commission-free retainer basis, announced dates and location for the 2022 ACP Annual Conference, which  is now scheduled for Sept 28 – Oct 1 and will be held at the Hilton Minneapolis in downtown Minneapolis.

The Investments & Wealth Institute (IWI) announced details for their first 2022 in-person conference, the Investments & Wealth Forum, to be held Jan. 31-Feb. 1, in Fort Lauderdale. It will also be available on-demand beginning Feb. 4. Journalists are invited to request a press pass. Financial professionals are invited to register now.

Homes and Hope for Kentucky Inc. has set a goal to build new homes for 100 Mayfield residents who lost everything from an historic category F4 tornado that decimated the city on December 10th. The fund has just launched with seed money of $100,000 from an anonymous donor, but millions of dollars are still needed in order to get the job done.

​Finance of America Reverse (FAR) announced that a new study published in the December 2021 issue of the Journal of Financial Planning reveals that reverse mortgages can provide an essential risk mitigation tool for millions of retirees—dramatically reducing exposure to longevity and market risks while also growing their investment portfolios.

Fidato Wealth once again teamed up with Shoes and Clothes for Kids (SC4K), a local charity who improves K-8 school attendance by eliminating lack of appropriate clothing, shoes, and school supplies as barriers. Over the past four years, with the exception of 2020, the firm served as a drop-off location for items like socks, winter hats, and gloves to be distributed to local area school children over the holidays. However, in this time of the pandemic, they chose to help in a different way and hosted a virtual giving drive, #SOCKSINTHECITY.

The Investments & Wealth Institute (IWI) announced the Chair-elect and new members of the 13-member Board of Directors. Dorothy Bossung, CIMA®, CPWA®, RMA®, CFP®, a Board member since 2014 and currently Vice Chair, has been elected to serve a two-year term as Chair beginning January 1, 2022.

Impact Communications, Inc., an award-winning marketing communications firm that has exclusively served independent financial advisors and allied institutions since its founding in 1993, announced that its founder and CEO Marie Swift has been dubbed a “Luminary - Class of 2021” by ThinkAdvisor.com and a panel of special judges. The program celebrates top advisors, executives, firms, teams, and programs by telling the stories of how they are driving the financial industry forward. Award winners were announced in August and honored at the inaugural LUMINARIES awards ceremony and dinner that took place November 9, 2021, at the Mandarin Oriental Hotel in New York City.

Keen Wealth Advisors sponsored the Angel Flight Central Gala on November 5, 2021. The gala, which was held at the Sheraton Kansas City Hotel at Crown Center and had 405 seat reservations, is expected to raise over $220,000 to support Angel Flight Central’s mission. Angel Flight Central serves people in need by arranging charitable flights for access to health care or other humanitarian purposes in the Central American states.

Buckingham Advisors, a comprehensive financial services firm with four locations across Ohio, announced that Lisa Wood has joined the firm as Tax Director. Wood will be based in the company’s Columbus-area office in Westerville. 

Wood graduated from the Ohio University with Bachelor Degrees in Accounting, Finance, and Business Pre-Law, and from the University of Denver with a Master of Taxation. She brings over 27 years of experience in public accounting.

​HCR Wealth Advisors, a comprehensive financial planning and investment management firm known for focusing on all aspects of their clients' financial well-being, was listed as one of the Top 24 Financial Advisory firms in Los Angeles by Expertise.com. HCR has seen significant growth in the past year and a half, with assets under management increasing to over $1.4 billion.

Stearns Financial Group announced that Partner and Senior Wealth Advisor, Haleh Moddasser, has been honored in the “Executive Leadership (Individuals)” category of  ThinkAdvisors’s inaugural 2021 LUMINARIES award, a new program that recognizes top-performing industry participants who are producing meaningful results in the areas that matter most to advisors. Awards were presented November 9, at a formal dinner held at the Mandarin Oriental hotel in New York City.

Intercontinental Wealth Advisors, a locally-owned and operated firm known for crafting custom-tailored financial strategies that address their clients’ unique wealth preservation needs and multinational interests, recently announced that they have entered into a partnership and sponsorship with Rashad Wisdom, star Safety for The University of Texas at San Antonio football team. Wisdom will represent Intercontinental as a brand advocate.

James Lange, CPA/Attorney and the President of Lange Financial Group, announced that he is doing a series of pro bono, 2-4 hour workshops for Bar Associations, legal and/or CPA groups in the United States. Lange will highlight the little known math of Roth IRA conversions, the best estate plan for attorneys and CPAs, and how to respond appropriately to what he calls “the dreaded” the SECURE Act.

The Investments & Wealth Institute (IWI) announced details for their December 7 and 8, 2021 virtual conference, the Investment Advisors Forum (IAF), as well as information related to a special Women in Wealth segment on December 8, 2021. 

The two-day live-streamed event, which is themed around the Evolution of Investment Management, will close with a special session: Women in Wealth: Current Trends within ESG and Impact Investing.

Linda Y. Leitz, PhD, CPF®, EA was awarded the 2021 “Bert Whitehead Visionary Award” by the Alliance of Comprehensive Planners (ACP) at their annual conference, which was recently held at the Atlanta Marriott Marquis. The award, which was created in ACP founder Bert Whitehead’s honor and bears his name, serves to recognize an ACP member who exemplifies the ACP methodology and successfully utilizes its principles, demonstrates vision and innovation in the financial planning field, and has made significant contributions to the growth and well-being of ACP as an organization.

Three Sixty Wealth Management launched their new website at www.ThreeSixtyWM.com. In addition, the firm is now able to reveal the scores obtained through a third-party survey assessment of their clientele. Designed with a modern and fresh look and feel and optimized with speed and ease-of-use in mind, current and prospective clients can quickly navigate the Three Sixty website and find the information for which they’re looking.