Blog Archives

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

10/27/2022

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.

Achieving Balance: The Make Time Method to Reach Goals in an Overworked World

10/25/2022

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.

Advyzon Named Finalist for ‘Digital Innovation’ in 2022 Money Management Institute / Barron’s Industry Awards

10/19/2022

Advyzon has been named a finalist in the 2022 MMI/Barron’s Industry Awards, an annual competition and industry-leading awards program that recognizes innovation and leadership in the investment advisory solutions industry, voted on by members of the Money Management Institute (MMI).

Buckingham Advisors to Host Virtual Event on Achieving Work-Life Balance

10/12/2022

Buckingham Advisors is on October 25, 2022, hosting a virtual event on how to manage stress and live life on purpose in an overworked world The general public is invited to attend the 60-minute virtual event, which begins at 6 pm ET. The keynote speaker will be Dr. Travis Parry, a work-life balance expert.

Impact Communications Recognized by MMI/Barron’s in Annual Awards Competition

10/11/2022

Impact Communications, Inc. announced the firm has been named a finalist in the 2022 MMI/Barron’s Industry Awards, an annual competition and industry-leading awards program voted on by members of the Money Management Institute (MMI). The judges gave the finalist nod to Impact Communications for Impact’s work with the National Association of Personal Financial Advisors (NAPFA).

HCR Wealth Advisors’ Michelle Katzen Wins ‘Rising Star of the Year’ Award at 2022 Wealth Management Industry Awards

10/11/2022

HCR Wealth Advisors announced that Michelle Katzen, CFP®, CDFA®, Managing Director, was recently named a winner for the ‘Rising Star of the Year’ award at the 2022 Wealth Management Industry Awards, an annual competition and industry-leading awards program hosted by Wealth Management Magazine (often referred to as the ‘Wealthies’).

Nepsis, Inc. Puts Investment Clarity at Fingertips with New Mobile App

10/6/2022

Nepsis, Inc. announced the launch of its new mobile app for iOS and Android mobile devices. The app is designed to offer easy access to objective market insights from Nepsis®, a fiduciary financial services organization that is committed to educating people so that they can accomplish their investment and planning goals. The Nepsis® App is now available for free download on the Apple App Store and Google Play.

Advyzon Releases Asset Allocation Study and White Paper Titled, “What’s Going on With Assets?”

10/4/2022

Advyzon released “What’s Going on With Assets?”, a white paper that analyzes how financial advisors are allocating assets and how those allocations have evolved over the course of the past four years.

One eye-opener: The data from the comprehensive study not only shows a divergence from the traditional 60/40 portfolio as of the end of 2021, but it also shows that advisors haven’t been following that template for quite some time.

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