Blog Archives

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

6/28/2022

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.

HCR Wealth Advisors’ Michelle Katzen and Alyssa Phillips Named Finalists in 2022 Wealth Management Industry Awards

6/22/2022

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.

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

6/14/2022

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 of Round Table Wealth Management Makes “40 Under 40” List

6/14/2022

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

6/9/2022

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 Announces New Office, Service Expansion to Columbia, SC

6/7/2022

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 Releases Case Study with Mariner Wealth Advisors

6/2/2022

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 Shares Details on New Growth and First Annual Platinum Advisory Council

6/1/2022

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.

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

6/1/2022

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.