Ezra Group, LLC (Ezra Group), a boutique strategy consulting and research firm that provides technology and strategy advice to the wealth management industry, today announced a new research metric called The Ezra Group WealthTech Integration Score™. This score was developed to support better decision-making when evaluating new technology.

Tax Favored Benefits, Inc. announced the formation of a sister company and new business entity, TFB Advisors, LLC. TFB Advisors is a Registered Investment Adviser (RIA) and wealth management firm driven by fiduciary standards that will offer a new suite of solutions to current and prospective clients. ​

Buckingham Advisors announced the promotion of tenured employees Nicole Strbich, Ryan Johnson, and Jessica Distel. All three are now Managing Directors with the firm. “Part of Buckingham’s success in helping clients achieve their life goals has been driven by our new Managing Directors’ commitment to the families and investors we serve,” stated Jay Buckingham, Founder and Chief Executive Officer of Buckingham Advisors.

Round Table Wealth Management has been named by NJBIZ, New Jersey’s leading business journal as a Best Places to Work in New Jersey 2022. The NJBIZ Best Places to Work in New Jersey awards program recognizes and celebrates top places of employment that benefit the state’s economy, workforce and business. Scores were heavily based on a comprehensive confidential survey from employees evaluating their workplace experience and providing feedback on why their company is an ideal workplace.

​Bogart Wealth was listed in Financial Advisor Magazine’s 2022 RIA Survey and Ranking, listing the top 534 Registered Investment Advisory firms in the U.S. by assets under management (AUM). Bogart Wealth ranked #241 in the list of largest RIAs, with year-end 2021 assets totaling over $1.9B.

Finance of America Reverse, LLC (FAR) has been named a finalist in the WealthManagement.com Industry Awards (the Wealthies) for their creation HomeEquityU.com, an educational platform that helps financial advisors gain the resources and knowledge they need to bring the power of home equity into their clients’ retirement plans. In addition, FAR’s parent company, Finance of America, made the list of finalists for this year’s ThinkAdvisor Luminaries Class of 2022, an industry competition, now in its second year.

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.