Media Source Portal
  • Home
  • Announcements
  • Press Requests

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

12/29/2021

 
Picture
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.
Read More

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

12/23/2021

 
Picture
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.
Read More

Reverse Mortgages Can Reduce Risk and Increase Wealth for Retirees

12/21/2021

 
Picture
​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.
Read More

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

12/17/2021

 
Picture
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.

Read More

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

12/16/2021

 
Picture
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.
Read More

Investments & Wealth Institute Announces 2022 Chair and New Board Members

12/15/2021

 
Picture
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.
Read More

Impact Communications Founder and CEO Marie Swift Receives 2021 Luminaries Award

12/9/2021

 
Picture
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.
Read More

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

12/9/2021

 
Picture
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.
Read More

Lisa Wood Joins Buckingham Advisors to Serve as Director of Tax

12/8/2021

 
Picture
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.
Read More

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

12/7/2021

 
Picture
​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.
Read More

Stearns Financial Group SVP Haleh Moddasser Receives Luminaries Award

12/3/2021

 
Picture
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.
Read More

    Archives

    November 2023
    October 2023
    September 2023
    August 2023
    July 2023
    June 2023
    May 2023
    April 2023
    March 2023
    February 2023
    January 2023
    December 2022
    November 2022
    October 2022
    September 2022
    August 2022
    July 2022
    June 2022
    May 2022
    April 2022
    March 2022
    February 2022
    January 2022
    December 2021
    November 2021
    October 2021
    September 2021
    August 2021
    July 2021
    June 2021
    May 2021
    April 2021
    March 2021
    February 2021
    January 2021
    December 2020
    November 2020
    October 2020
    September 2020
    August 2020
    July 2020
    June 2020
    May 2020
    April 2020
    March 2020
    February 2020
    January 2020
    November 2019
    October 2019

    Categories

    All
    Advyzon
    Advyzon Investment Management (AIM)
    Alliance Of Comprehensive Planners (ACP)
    Allianz
    Altruist
    Artisan Financial Strategies
    Blue Chip Partners
    Bogart Wealth
    Bogle Tribute
    Brown Miller Wealth Management
    Buckingham Advisors
    Carson Coaching
    Center For Financial Planning
    Christophe Gauthron
    Daniel Satchkov
    Equita Financial Network
    Excell Conference
    Ezra Group
    Fidato Wealth
    HawsGoodwin Wealth
    Hicks Capital Management
    Holistiplan
    Idea Decanter
    Impact Communications
    Indyfin
    Institute For The Fiduciary Standard
    Integrated Financial Group
    Intercontinental Wealth Advisors (IWA)
    Jack Bogle
    James Bogart
    James Lange
    Kwanti
    Mainsail Capital Group
    Mark Clure
    Mattern Wealth Management
    Optima Asset Management
    Oranj
    Paul Peeler
    Quorum
    Redi2 Technologies
    Regal Wealth Management
    RightCapital
    RiXtrema
    Robert Steinberg
    Rob Rickey
    Snappy Kraken
    Stearns Financial Group
    StraightLine Group
    Stratus Wealth Advisors
    The Client Driven Practice
    Timeline
    TradePMR

Copyright 2023 Impact Communications, Inc.
Stay Connected:
info@impactcommunications.org
  • Home
  • Announcements
  • Press Requests