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CoastalOne Executives Named to ADISA Board of Directors and FSI Accounting & Finance Council

11/30/2022

CoastalOne had multiple company executives named to industry leadership positions, including Michael O’Connor, Chief Financial Officer of CoastalOne, joining FSI’s Accounting & Finance Council, and Amanda Teeple, Senior Vice President of CoastalOne Capital Markets, joining ADISA’s Board of Directors.

Bestselling Author CPA/AttorneyJames Lange to Host Advanced Financial Educational Sessions

11/29/2022

Select members of the press are being invited to attend one or more of the educational sessions being presented by James Lange, Attorney / CPA. Lange is an eight-time bestselling book author and a nationally-renown public speaker. In these webinars, Lange will focus on advanced Roth IRA Conversion strategies and Estate Planning techniques that very few experts even know about.

Bogart Wealth Ranked #41 in Forbes’ 2022 List of America's Top RIA Firms

11/22/2022

Bogart Wealth was listed in Forbes’ list of America’s Top RIA Firms, ranking #41 overall in the 2022 list and second overall in the state of Virginia. The inaugural Top RIA list included 100 advisory firms around the country and was compiled by Forbes and SHOOK Research.

Holistiplan Tax Planning Technology Now Available to LPL Financial Advisors

11/17/2022

Holistiplan announced a partnership with LPL Financial. As part of LPL’s vendor affinity program, Holistiplan will now provide LPL’s nearly 21,000 financial advisors with discounted access to their platform in addition to ongoing training and best practices. The Holistiplan software was built to systematize and automate the process of reviewing a client’s tax return to find potential planning opportunities.

Incedo’s AI-driven Platform and CEO Named Finalists in ThinkAdvisor Luminaires Competition

11/15/2022

Incedo, Inc. (Incedo), a leading digital transformation consulting and technology solutions firm, has been named as a finalist in this year’s ThinkAdvisor Luminaries Class of 2022, an industry competition, now in its second year. The judges also gave a nod to Chief Executive Officer Nitin Seth in the Thought Leadership and Education category.

Atlas Wealth Strategies Sponsors Sustainability Summit in Hopkinton, Massachusetts

11/15/2022

A tlas Wealth Strategies (Atlas), a financial services firm headquartered in Hopkinton, is proud to sponsor the Sustainability Summit. The event begins at 6 p.m. Thursday, November 17, 2022, and will take place at the Hopkinton Center for the Arts (HCA) located at 98 Hayden Rowe, Hopkinton. The Summit, which is free and open to the public, is part of the HCA’s “Art of the Conversation” series. Anyone interested can reserve a free ticket via the HCA event page.

Buckingham Advisors Celebrates 35th Anniversary

11/15/2022

Buckingham Advisors, an Ohio-based independent financial advisory firm that provides investment management, financial planning, tax, and business services, is celebrating its 35th anniversary. The company was founded in 1987 by Ohio-native Jay Buckingham, who left a large corporation in order to offer truly independent financial advice to clients.

Keen Wealth Advisors Supports Angel Flight Central’s “Wine Flight Gala” as Presenting Sponsor

11/8/2022

Keen Wealth Advisors, an independently owned financial advisory firm based in Overland Park, Kansas, will sponsor again this year the Angel Flight Central Gala on Friday, November 18, 2022. The gala, which will be held at the Muehlebach Hotel at Kansas City Marriott Downtown, is expected to raise over $220,000 to support Angel Flight Central’s mission. Angel Flight Central (AFC) serves people in need by arranging charitable flights for access to health care or other humanitarian purposes in the Central American states.

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