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Puzzle Wealth Solutions Celebrates One Year Anniversary with Expected Growth to $2 Billion in Assets Under Management by Year End

6/28/2022

 
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Puzzle Wealth Solutions (Puzzle) celebrated their one-year anniversary on June 11, 2022. By partnering with powerhouse companies Gladstone Wealth Partners (Gladstone),  AZELLA Advisor (Azella), and Insight Financial Partners (Insight), Puzzle is set to surpass their 2022 expectations.
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HCR Wealth Advisors’ Michelle Katzen and Alyssa Phillips Named Finalists in 2022 Wealth Management Industry Awards

6/22/2022

 
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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.
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Cardinal Retirement Planning, Inc. Announces New Hire, Promotions as Company Growth Continues

6/16/2022

 
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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.
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Advyzon Named Finalist in Three Categories in 2022 Wealth Management Industry Awards

6/14/2022

 
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​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.
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Marianne Rodriguez of Round Table Wealth Management Makes “40 Under 40” List

6/14/2022

 
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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.
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Buckingham Advisors to Host Webinar: Should Your Small Business Have a Sponsored Retirement Plan?

6/9/2022

 
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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. 
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AP Wealth Management Announces New Office, Service Expansion to Columbia, SC

6/7/2022

 
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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.
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NEXA Insights Releases Case Study with Mariner Wealth Advisors

6/2/2022

 
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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.
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CoastalOne Shares Details on New Growth and First Annual Platinum Advisory Council

6/1/2022

 
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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.
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Round Table Wealth Advisors Mariella Foley and Michael Fischer Earn Five Star Wealth Manager Awards

6/1/2022

 
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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.
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cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients

5/31/2022

 
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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.
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Advyzon Achieves High Ratings and Significant Increase in Market Share in 2022 T3 / Inside Information Software Survey

5/13/2022

 
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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.
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Stone Wealth Management Announces CFP® Marks for Team Member, Recognition on Two Top Advisor Lists, and Expansion of Team

5/13/2022

 
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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.
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Joel Bruckenstein and Bob Veres Reveal Results of the 2022 Financial Advisor Software Survey

5/3/2022

 
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Joel Bruckenstein and Bob Veres just released the 2022 T3/Inside Information Software Survey. The survey report ranks, by market share, the leading software solutions in advisory-firm tech stacks in 35 different categories. It also offers the average user rating for every product and service.​They also included market share and user ranking changes from last year and how many advisors are thinking about moving or switching to each product in ranked order.
Available as a PDF download here

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Incedo Lighthouse™ AI-driven Digital Enablement platform and New Digital Center of Excellence Announced at T3 Advisor Conference in Denton, Texas

5/3/2022

 
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Incedo, Inc. while at the T3 – Tools and Technology for Today conference (T3) announced the launch of their Digital Enablement platform and the opening of their new nearshore Digital Center of Excellence (COE). The T3 Conference, a long-time favorite with financial advisors, wealth managers, and financial services executives, is being held at the Denton Convention Center in Denton, Texas May 2 - 4, 2022 focused on financial advisor attendees, and May 5, 2022 focused on financial service enterprises. 
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Holistiplan Recognized as Top-Ranked Tax Planning Solution in Financial Advisor Survey

5/3/2022

 
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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.
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Incedo to Showcase “Winning in the Digital Age” at T3 Advisor Conference in Denton, Texas

4/28/2022

 
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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.  
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Alliance of Comprehensive Planners Announces 2022 Annual Conference Agenda

4/27/2022

 
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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
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