Blog Archives

Investments & Wealth Institute Announces First In-Person Event for 2022

12/29/2021

The Investments & Wealth Institute (IWI) announced details for their first 2022 in-person conference, the Investments & Wealth Forum, to be held Jan. 31-Feb. 1, in Fort Lauderdale. It will also be available on-demand beginning Feb. 4. Journalists are invited to request a press pass. Financial professionals are invited to register now.

Homes and Hope for Kentucky to Build New Homes for Tornado Victims in Mayfield

12/23/2021

Homes and Hope for Kentucky Inc. has set a goal to build new homes for 100 Mayfield residents who lost everything from an historic category F4 tornado that decimated the city on December 10th. The fund has just launched with seed money of $100,000 from an anonymous donor, but millions of dollars are still needed in order to get the job done.

Reverse Mortgages Can Reduce Risk and Increase Wealth for Retirees

12/21/2021

Finance of America Reverse (FAR) announced that a new study published in the December 2021 issue of the Journal of Financial Planning reveals that reverse mortgages can provide an essential risk mitigation tool for millions of retirees—dramatically reducing exposure to longevity and market risks while also growing their investment portfolios.

FeeX and Coastal Investment Advisors, Inc. Announce Partnership to Enable Advisors to Manage Client Retirement Accounts

12/17/2021

Financial technology company FeeX and Coastal Investment Advisors, Inc. (CIA), an SEC Registered Investment Advisor and CoastalOne company (Coastal), announced a partnership that will enable their advisors to manage clients’ held-away accounts. Coastal recently rolled out the technology to its 75+ advisors, who have already begun to onboard clients onto the platform.

Fidato Wealth Thanks Northeast Ohio Residents for their Donations to Shoes and Clothes for Kids Charity

12/16/2021

Fidato Wealth once again teamed up with Shoes and Clothes for Kids (SC4K), a local charity who improves K-8 school attendance by eliminating lack of appropriate clothing, shoes, and school supplies as barriers. Over the past four years, with the exception of 2020, the firm served as a drop-off location for items like socks, winter hats, and gloves to be distributed to local area school children over the holidays. However, in this time of the pandemic, they chose to help in a different way and hosted a virtual giving drive, #SOCKSINTHECITY.

Investments & Wealth Institute Announces 2022 Chair and New Board Members

12/15/2021

The Investments & Wealth Institute (IWI) announced the Chair-elect and new members of the 13-member Board of Directors. Dorothy Bossung, CIMA®, CPWA®, RMA®, CFP®, a Board member since 2014 and currently Vice Chair, has been elected to serve a two-year term as Chair beginning January 1, 2022.

Impact Communications Founder and CEO Marie Swift Receives 2021 Luminaries Award

12/9/2021

Impact Communications, Inc., an award-winning marketing communications firm that has exclusively served independent financial advisors and allied institutions since its founding in 1993, announced that its founder and CEO Marie Swift has been dubbed a “Luminary - Class of 2021” by ThinkAdvisor.com and a panel of special judges. The program celebrates top advisors, executives, firms, teams, and programs by telling the stories of how they are driving the financial industry forward. Award winners were announced in August and honored at the inaugural LUMINARIES awards ceremony and dinner that took place November 9, 2021, at the Mandarin Oriental Hotel in New York City.

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

12/9/2021

Keen Wealth Advisors sponsored the Angel Flight Central Gala on November 5, 2021. The gala, which was held at the Sheraton Kansas City Hotel at Crown Center and had 405 seat reservations, is expected to raise over $220,000 to support Angel Flight Central’s mission. Angel Flight Central serves people in need by arranging charitable flights for access to health care or other humanitarian purposes in the Central American states.

Lisa Wood Joins Buckingham Advisors to Serve as Director of Tax

12/8/2021

Buckingham Advisors, a comprehensive financial services firm with four locations across Ohio, announced that Lisa Wood has joined the firm as Tax Director. Wood will be based in the company’s Columbus-area office in Westerville.

Wood graduated from the Ohio University with Bachelor Degrees in Accounting, Finance, and Business Pre-Law, and from the University of Denver with a Master of Taxation. She brings over 27 years of experience in public accounting.

HCR Wealth Advisors Ranked as a Top 24 Financial Advisory Firm in Los Angeles by Expertise.com

12/7/2021

HCR Wealth Advisors, a comprehensive financial planning and investment management firm known for focusing on all aspects of their clients' financial well-being, was listed as one of the Top 24 Financial Advisory firms in Los Angeles by Expertise.com. HCR has seen significant growth in the past year and a half, with assets under management increasing to over $1.4 billion.

Stearns Financial Group SVP Haleh Moddasser Receives Luminaries Award

12/3/2021

Stearns Financial Group announced that Partner and Senior Wealth Advisor, Haleh Moddasser, has been honored in the “Executive Leadership (Individuals)” category of ThinkAdvisors’s inaugural 2021 LUMINARIES award, a new program that recognizes top-performing industry participants who are producing meaningful results in the areas that matter most to advisors. Awards were presented November 9, at a formal dinner held at the Mandarin Oriental hotel in New York City.

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