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Bogart Wealth Listed in SmartAsset and Financial Advisor Magazine 2022 RIA Rankings, Surpasses $2B in AUM

7/27/2022

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 is Finalist in Wealth Management Industry “Wealthies” Awards

7/21/2022

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.

AP Wealth Management Participates in Columbia County Chamber of Commerce Programs

7/21/2022

AP Wealth Management announced that AP Wealth partner and Financial Advisor, Clayton Quamme, CFP®, was named as graduate in Leadership Columbia County Class of 2022. Additionally, AP Wealth participated in the Columbia County Summer Internship Program and was paired with a local student. Both programs are run by the Columbia County Chamber of Commerce. AP Wealth has shown continued leadership with the Chamber by participating in both the Columbia County Leadership and the Internship program that benefits local high school students.

Impact Communications, Inc. Selected as a Top Public Relations Firm in Kansas City

7/20/2022

Impact Communications, Inc., a full-service marketing and PR firm that works exclusively with independent financial advisors and allied institutions such as custodians, independent broker/dealers, consulting companies and fintech firms, announced that they have been named as one of the 6 Best PR Firms in Kansas City by Expertise.com.

Holistiplan Partners with SEI to Provide Tax Planning for 7,500 Financial Advisors

7/7/2022

Holistiplan, an award-winning tax planning software for financial advisors built to systematize and automate the process of reviewing a client’s tax return to find potential planning opportunities, today announced a strategic partnership with SEI’s advisor business, which delivers technology and investment solutions that provide a unified, digital wealth management experience for independent financial advisors and their clients. The strategic partnership provides SEI’s 7,500 advisors access to the Holistiplan platform.

Bogart Wealth Listed in SmartAsset and Financial Advisor Magazine 2022 RIA Rankings, Surpasses $2B in AUM

Finance of America Reverse is Finalist in Wealth Management Industry “Wealthies” Awards

AP Wealth Management Participates in Columbia County Chamber of Commerce Programs

Impact Communications, Inc. Selected as a Top Public Relations Firm in Kansas City

Holistiplan Partners with SEI to Provide Tax Planning for 7,500 Financial Advisors

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