Blog Archives

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

4/28/2022

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.

Alliance of Comprehensive Planners Announces 2022 Annual Conference Agenda

4/27/2022

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

HCR Wealth Advisors Wins Multiple Awards in the Los Angeles Business Journal and Los Angeles Times

4/26/2022

HCR Wealth Advisors recently won multiple awards within the Los Angeles community. Three senior executives – Greg Heller, CFP®, Founder and CEO; Steve Weinberger, Senior Managing Director; and Michelle Katzen, CFP®, CDFA®, Managing Director – were named “Leaders of Influence” among Wealth Managers in Los Angeles in the Los Angeles Business Journal, as well as “Finance Visionaries” in the Los Angeles Times’ Banking & Finance Magazine. In addition, Katzen was listed among “Women of Influence” in Finance in the Los Angeles Business Journal.

Holistiplan Hits 10,000 Users on Award-Winning Tax Software

4/26/2022

Holistiplan announced reaching 10,000 users on their tax software platform. Holistiplan helps financial advisors systematize and automate the process of reviewing a client’s tax return to find potential planning opportunities. To celebrate this milestone, Holistiplan is launching a new two-part public service initiative: part one is to serve advisors assisting pro bono clients, and part two is to provide 10,000 meals to No Kid Hungry.

James Bogart Named a Top Financial Advisor in Barron’s and Forbes Annual Rankings

4/19/2022

James Bogart, CEO and President of Bogart Wealth, was recently named a Top Financial Advisor in annual lists released by both Barron’s and Forbes. In Barron’s, Bogart was named one of America’s 2022 Top 1,200 Financial Advisors and a Best-In-State Wealth Advisor, ranking #12 overall in the state of Virginia. In Forbes, Bogart was listed as a Forbes Top Advisor and named a 2022 Best-In-State Wealth Advisor, also ranking #12 overall in the state of Virginia.

ACP Members List Five Tax Sins for Consumers to Avoid to Get the Most out of Their Returns in 2021

4/13/2022

Members of the Alliance of Comprehensive Planners (ACP) are providing an array of tax tips to help the general public and those who are still in the midst of or finalizing their 2021 tax returns. A community of tax-focused financial planners who provide comprehensive planning strategies for their clients on a commission-free retainer basis, ACP members adhere to fiduciary standards, which means that they are legally and ethically bound to put their clients’ best interests first.

Advyzon Launches Quantum® Rebalancer

4/12/2022

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, announced that the Advyzon Quantum® Rebalancer is now available to all financial advisors and Advyzon users. Quantum is a powerful, in-house trading and rebalancing tool and is the latest feature seamlessly integrated into the award-winning Advyzon platform.

Investments & Wealth Institute Details Effectiveness of Diversity/Equity/Inclusion Focus

4/12/2022

Investments & Wealth Institute released their 2021 Impact Report focused on the organization’s initiatives to support Diversity, Equity and Inclusion (DE&I) in the financial services industry. The Institute saw a 21% growth in the number of CIMA®, CPWA® and RMA® applicants in 2021 (over the previous year). Included in the growth, and supported by the Institute’s DE&I initiatives, is an 18% growth in women applicants; a 43% increase in Latinx applicants; and a 262% increase in the number of African American/Black applicants.

Bogart Wealth Included in the 2022 InvestmentNews Best Places to Work for Financial Advisers Rankings

4/5/2022

Bogart Wealth, recently announced that they were listed in the InvestmentNews 2022 Best Places to Work for Financial Advisers rankings. Currently in its fifth year, the program recognizes financial advice businesses that create meaningful work experiences for all their professionals and value a commitment of excellence to both their employees and clients.

Integrated Financial Group and CEO Land Bridgers Receive Awards in The Atlanta Journal Constitution’s 2022 Top Workplaces

4/5/2022

Integrated Financial Group (IFG), was recently named a Top Workplace in Atlanta for 2022 by the Atlanta Journal Constitution (AJC), an award for which they’ve been a recipient every year since 2015. In addition, IFG’s CEO, Land Bridgers, won a special individual award in the Leadership category in the 2022 awards. Both awards were presented to IFG during the AJC’s 12th annual Top Workplaces awards ceremony, which took place on Thursday, March 10, 2022.

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