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Kwanti Announces New Screener Feature to Help Financial Advisors Discover Best Performing Assets

1/25/2023

 
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Kwanti recently announced the release of Kwanti Screener, a new feature that allows advisors to screen for best performing assets and find the right investment opportunities for clients, saving them time in the process.
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Blue Chip Partners Wins Best Practices Award from InvestmentNews

1/17/2023

 
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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.
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AXG Advisors Acquires the operations of Rose Glen, LLC

1/5/2023

 
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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.​
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Cardinal Retirement Planning, Inc.'s President and CEO named to Durham Land Trust Board

12/22/2022

 
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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.
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Keen Wealth Advisors Hosts Holiday Event, Supports Veterans Community Project and Angel Flight Central

12/20/2022

 
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Keen Wealth Advisors welcomed nearly 400 visitors to their holiday open house held Saturday, December 3, 2022 at the firm’s new headquarters located in the Lighton Tower, 7500 College Blvd. Ste. #1000, Overland Park, KS 66210. At the event, CEO Bill Keen and his spouse, Carissa Keen, presented a sizable donation to the Veterans Community Project (VCP).
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Advyzon Releases 2022 Billing & Fee Study and White Paper Titled, “What Fee Models Are Advisors Using?”

12/20/2022

 
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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.

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Principle Wealth Partners Named to Forbes’ List of Top RIA Firms 2022

12/13/2022

 
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​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.
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Advyzon Investment Management (AIM) Continues Growth and Adds Two Key Team Members to Staff

12/7/2022

 
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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. 
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Braun-Bostich & Associates to Participate in Mon Valley Leathernecks 2022 Toys for Tots Drive

12/5/2022

 
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Braun-Bostich & Associates will participate yet again in a Toys for Tots Drive hosted by the Mon Valley Leatherneck Association, the United Mine Workers of America Local 1197, and the Cokeburg Volunteer Fire Department.

Their involvement started years ago when the event began by giving their time to help set up for the event, as well as monetary donations for gift bags for the kids, food, and other supplies.

CoastalOne Executives Named to ADISA Board of Directors and FSI Accounting & Finance Council

11/30/2022

 
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CoastalOne had multiple company executives named to industry leadership positions, including Michael O’Connor, Chief Financial Officer of CoastalOne, joining FSI’s Accounting & Finance Council, and Amanda Teeple, Senior Vice President of CoastalOne Capital Markets, joining ADISA’s Board of Directors.
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Bestselling Author CPA/AttorneyJames Lange to Host Advanced Financial Educational Sessions

11/29/2022

 
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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.
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Bogart Wealth Ranked #41 in Forbes’ 2022 List of America's Top RIA Firms

11/22/2022

 
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Bogart Wealth was listed in Forbes’ list of America’s Top RIA Firms, ranking #41 overall in the 2022 list and second overall in the state of Virginia. The inaugural Top RIA list included 100 advisory firms around the country and was compiled by Forbes and SHOOK Research.
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Holistiplan Tax Planning Technology Now Available to LPL Financial Advisors

11/17/2022

 
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Holistiplan announced a partnership with LPL Financial. As part of LPL’s vendor affinity program, Holistiplan will now provide LPL’s nearly 21,000 financial advisors with discounted access to their platform in addition to ongoing training and best practices. The Holistiplan software was built to systematize and automate the process of reviewing a client’s tax return to find potential planning opportunities.
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Incedo’s AI-driven Platform and CEO Named Finalists in ThinkAdvisor Luminaires Competition

11/15/2022

 
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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.
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Atlas Wealth Strategies Sponsors Sustainability Summit in Hopkinton, Massachusetts

11/15/2022

 
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​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.
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Buckingham Advisors Celebrates 35th Anniversary

11/15/2022

 
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Buckingham Advisors, an Ohio-based independent financial advisory firm that provides investment management, financial planning, tax, and business services, is celebrating its 35th anniversary. The company was founded in 1987 by Ohio-native Jay Buckingham, who left a large corporation in order to offer truly independent financial advice to clients.
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Keen Wealth Advisors Supports Angel Flight Central’s “Wine Flight Gala” as Presenting Sponsor

11/8/2022

 
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​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.
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Round Table Wealth Management Accepts Awards, Provides Ongoing Business and Investment Insights

10/27/2022

 
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President Rich Policastro and head of marketing communications Regina Carmon attended the NJBIZ luncheon and accepted an award as one of the Best Places to Work in New Jersey. The 2022 awards program recognizes and celebrates top places of employment that benefit the state’s economy, workforce and business. Round Table Wealth Management ranked #10 out of 125 total firms honored, a score that pleasantly surprised Policastro and Carmon when it was announced live at the celebratory event. 
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Achieving Balance: The Make Time Method to Reach Goals in an Overworked World

10/25/2022

 
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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.
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