Blog Archives

Three Sixty Wealth Management Launches New Website, Shares Survey Results from NEXA Insights

10/26/2021

Three Sixty Wealth Management launched their new website at www.ThreeSixtyWM.com. In addition, the firm is now able to reveal the scores obtained through a third-party survey assessment of their clientele. Designed with a modern and fresh look and feel and optimized with speed and ease-of-use in mind, current and prospective clients can quickly navigate the Three Sixty website and find the information for which they’re looking.

Enhanced Profiles Drive BlackRock, Invesco and Boutique Managers to The Wealth Advisor’s New Model Portfolio Selection Guide

10/22/2021

The Wealth Advisor announced the upcoming launch of the first Model Portfolio & SMA Strategists: Manager Profiles & Selection Guide (the Guide) and associated digital dashboard (the Dashboard), weekly industry news channel, and other media initiatives designed to spotlight innovative investment strategies that would otherwise get lost as turnkey asset management platforms (TAMPs) and model marketplaces proliferate.

Brad Griffith, Financial Planner for Buckingham Advisors, Achieves National Social Security Advisor Certification

10/19/2021

Buckingham Advisors announced that Brad Griffith, CPA, CFP®, has achieved his National Social Security Advisor (NSSA®) certification from the National Social Security Association, LLC in Cincinnati, Ohio. The knowledge gleaned through the certification process will enhance the way Griffith, who is a member of Buckingham’s financial planning team, can counsel clients on the best way to maximize Social Security benefits and improve their financial security during their retirement years.

Impact Communications Earns Two Awards in 27th Annual AIVA Communicator Awards

10/6/2021

Impact Communications, Inc. (Impact) announced that they have won two awards in the 27th annual Communicator Awards competition: The Award of Distinction in the Integrated Campaign / Business-to-Business category for the “Conversations That Matter” project and The Award of Distinction in the Corporate Magazine category for the Executive Roundtable Journal.

Integrated Financial Group Ranks as a Top 25 Advisory Firm in Atlanta for 2021

10/6/2021

Integrated Financial Group (IFG) was just named a Top 25 Financial Advisory Firm in Atlanta by the Atlanta Business Chronicle, finishing 15th in the 2021 rankings. IFG has ranked as one of Atlanta's Top 25 Financial Planning and Advisory Firms in the Atlanta Business Chronicle since 2004, and has been an Atlanta Journal-Constitution Top Workplace since 2015.

Three Sixty Wealth Management Launches New Website, Shares Survey Results from NEXA Insights

Enhanced Profiles Drive BlackRock, Invesco and Boutique Managers to The Wealth Advisor’s New Model Portfolio Selection Guide

Brad Griffith, Financial Planner for Buckingham Advisors, Achieves National Social Security Advisor Certification

Impact Communications Earns Two Awards in 27th Annual AIVA Communicator Awards

Integrated Financial Group Ranks as a Top 25 Advisory Firm in Atlanta for 2021

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