Blog Archives

Keen Wealth Advisors Hosts Holiday Event, Supports Veterans Community Project and Angel Flight Central

12/20/2022

Keen Wealth Advisors welcomed nearly 400 visitors to their holiday open house held Saturday, December 3, 2022 at the firm’s new headquarters located in the Lighton Tower, 7500 College Blvd. Ste. #1000, Overland Park, KS 66210. At the event, CEO Bill Keen and his spouse, Carissa Keen, presented a sizable donation to the Veterans Community Project (VCP).

Advyzon Releases 2022 Billing & Fee Study and White Paper Titled, “What Fee Models Are Advisors Using?”

12/20/2022

Advyzon released “What Fee Models Are Advisors Using?”, a white paper based on original research that analyzes which fee models independent financial advisors (IARs and RIAs) are using today (and why), shares recent trends in billing and fees, and offers insights into where the industry may be headed.

Principle Wealth Partners Named to Forbes’ List of Top RIA Firms 2022

12/13/2022

Principle Wealth Partners (PWP) has been named one of the Top 100 RIA Firms in the nation. The inaugural Forbes/Shook Top RIA list, which was recently released, names 100 advisory firms with cumulative assets of $730 billion. All are helmed by professionals with decades of experience, proven track records of seeing clients through market turmoil, and preserving wealth. In Forbes’ first-ever list of the Top 100 RIA firms in the United States, PWP was top-ranked in the State of Connecticut and #43 in the nation.

Advyzon Investment Management (AIM) Continues Growth and Adds Two Key Team Members to Staff

12/7/2022

Advyzon Investment Management announced that they are adding two key members to their growing team. Alex Riedel serves as Managing Director, Head of Client Portfolio Management and started on November 28th, 2022. Tony Oulahan serves as Senior Vice President of Business Development and started on July 5th, 2022.

Braun-Bostich & Associates to Participate in Mon Valley Leathernecks 2022 Toys for Tots Drive

12/5/2022

Braun-Bostich & Associates will participate yet again in a Toys for Tots Drive hosted by the Mon Valley Leatherneck Association, the United Mine Workers of America Local 1197, and the Cokeburg Volunteer Fire Department.

Their involvement started years ago when the event began by giving their time to help set up for the event, as well as monetary donations for gift bags for the kids, food, and other supplies.

Keen Wealth Advisors Hosts Holiday Event, Supports Veterans Community Project and Angel Flight Central

Advyzon Releases 2022 Billing & Fee Study and White Paper Titled, “What Fee Models Are Advisors Using?”

Principle Wealth Partners Named to Forbes’ List of Top RIA Firms 2022

Advyzon Investment Management (AIM) Continues Growth and Adds Two Key Team Members to Staff

Braun-Bostich & Associates to Participate in Mon Valley Leathernecks 2022 Toys for Tots Drive

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