Blog Archives

Impact Communications Supports BLX Internship Program

12/27/2023

Impact Communications, Inc. (Impact) a leading marketing and PR firm focused exclusively on elevating the stature of independent financial advisors, fintech firms, and allied financial services companies, announced a partnership with the BLX Internship Program (BLX), a 501c(3) organization that strives to provide an entry point to the financial planning profession for Black and Latinx individuals and increase diversity in the financial planning profession.

Major Financial Events in 2023 Set the Stage for What Lies Ahead for 2024

12/20/2023

Buckingham Advisors is helping investors and businesses prepare for transitional changes and new opportunities in 2024 with an educational video focused on financial planning, investments and tax. In the video, the Ohio-based independent financial advisory and business services firm outlines major financial events in 2023 and their impact, defines changes coming in 2024, and explains benefits and opportunities in the new year.

Myriad Advisor Solutions Receives New Kudos for Firm and New CEO

12/13/2023

Myriad Advisor Solutions (Myriad) announced on January 31, 2023, that Danielle White (White), who was at that time Chief Operating Officer, would be taking the helm as Chief Executive Officer. Today, the firm is announcing several milestones and new accomplishments for White, a millennial, who is rapidly earning a place as a thought leader in her own right.

As Myriad’s CEO, White was recently asked to travel to New York in order to speak at NASDAQ as well as the New York Academy of Medicine. Her lectures centered on the Entrepreneurial Journey, covering every stage of a company’s launch and growth. She also shared critical insights into her journey as an entrepreneur and CEO, including the challenges she has faced as a millennial woman in the male-dominated financial services and technology industries.

Blue Chip Partners Named a Top Registered Investment Advisory Firm in Michigan by Forbes

12/11/2023

Blue Chip Partners (“Blue Chip”) was named one of the top RIA firms in Michigan by Forbes and SHOOK Research.

In the 2023 list of America’s Top RIA Firms, Blue Chip was ranked #10 in Michigan and #215 nationally. Earlier this year, CEO Robert Steinberg and Managing Partner Dan Seder were included in Forbes’ 2023 list of Best-in-State Wealth Advisors, ranking #17 and #18 respectively in the state of Michigan.

Charles Schwab Foundation Commits To Five-Year Platinum Level Partnership with The BLX Internship Program

12/6/2023

The BLX Internship Program (BLX), a 501c(3) organization that provides an entry point to the financial planning profession for Black and Latinx individuals to increase diversity in the industry, announced that Schwab Advisor Services in partnership with the Charles Schwab Foundation (Schwab) has announced a five-year commitment to the BLX program at the platinum partnership level. The agreement gives the foundation the opportunity to provide educational materials, software licensing, and educational webinars for the BLX community.

New Paper on Liability Management Shows Financial Advisors How to Optimize Client Wealth

12/6/2023

Sora Finance announced a new white paper that shows advisors how liability management provides significant benefits when added to a professional suite of comprehensive wealth management and financial advisory services. According to the paper, today’s clients need and expect financial advisors to look beyond the assets side of their balance sheet to help them optimize their liabilities. Historically, advisors have been hindered by a lack of access to timely and reliable liability data for their clients.

Bogart Wealth Named Top Registered Investment Advisory Firm in Virginia and 30th Nationally by Forbes

12/5/2023

Bogart Wealth was named to multiple lists of top financial advisory firms and fastest-growing companies in national and industry publications over the past couple months, including being named the top RIA firm in Virginia by Forbes and SHOOK Research.

In the 2023 list of America’s Top RIA Firms, in addition to being listed #1 overall in Virginia, Bogart Wealth ranked 30th nationally in the industry-leading rankings program – up from #2 and #41 respectively in the 2022 rankings. This recognition comes on the heels of CEO James Bogart being named Forbes’ top Next-Gen Wealth Advisor in Virginia in the 2023 list of Best-In-State Next-Gen Wealth Advisors, which was released just a few months ago.