Media Source Portal
  • Home
  • Announcements
  • Press Requests

Paul Peeler, Founder of The Preparedness Project, Named Integrated Financial Group’s 2023 Stewardship Award Winner

3/28/2023

 
Picture
The Preparedness Project, an initiative founded by financial advisor Paul Peeler that provides specialized planning support for Serious Mental Illness (SMI) caregivers and their families, announced that he was named the recipient of Integrated Financial Group's 2023 Lorie Moore & Chuck Nida Stewardship Award.
Read More

T3 and ActiFi Announce Groundbreaking Partnership

3/14/2023

 
Picture
Technology Tools for Today (T3) and ActiFi, two leading names in the financial services industry, have joined forces to provide financial institutions and their advisors with a powerful, digital technology evaluation and utilization platform. This platform is the first of its kind, offering affordable and comprehensive digital selection processes for technology vendors, along with expert guidance on how to more effectively utilize vendor solutions.
Read More

Advyzon Investment Management (AIM) Launches Model Marketplace, ‘Nucleus’

3/14/2023

 
Picture
​Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the Advyzon umbrella, announced while at the T3 Technology Tools for Today conference being held in Tampa yesterday that they are launching their new model marketplace called Nucleus. Nucleus will be fully integrated into the comprehensive, award-winning Advyzon platform built on single source code.

Read More

Incedo to Reveal Results of the Wealth Management Industry Data Readiness Survey at T3 Conference in Tampa

3/13/2023

 
Picture
Incedo, Inc. will announce the results of the recent T3/Incedo Data Readiness survey at the Tools and Technology for Today (T3) conference during their scheduled session, Tuesday, March 14, 2023 at 9:25 a.m.. Incedo CEO Nitin Seth will talk about whether wealth management firms are ready to win in a Data-First World. 
Read More

HCR Wealth Advisors Releases Inheritor’s Guide, Detailing Actionable Steps to Take After Receiving a Financial Windfall

3/7/2023

 
Picture
HCR Wealth Advisors (HCR) announced the release of their Inheritor's Guide, an educational resource and comprehensive report designed to help inheritors and others who have come into sudden wealth determine what to do and what not to do after receiving a financial windfall.
Read More

Bogart Wealth Launches Advisor Growth Track, a Training Program for Emerging Talent and Experienced Financial Advisors

3/1/2023

 
Picture
Bogart Wealth announced the launch of Advisor Growth Track, a professional growth and training program for both emerging talent and experienced financial advisors that takes place in conjunction with employment at Bogart Wealth.
Read More

Holistiplan Partners with University CFPⓇ Programs to Provide Technology to Financial Planning Students

2/21/2023

 
Picture
Holistiplan announced a partnership with six major universities offering real world learning to hundreds of students currently in CFPⓇ programs. As part of the Capstone, Tax Planning, and Software financial planning courses at Texas Tech University, Texas A&M University, University of Georgia, Western Michigan University, Brigham Young University-Idaho, and Kansas State University, students now have free access to the fintech company’s award-winning software. In addition, Holistiplan is also offering a certification course to help boost student training and resumes.
Read More

Three Senior Team Members Named Partners at Fidato Wealth

2/7/2023

 
Picture
Rewarding key contributors via strategies like profit sharing and providing long-term incentives is crucial as a company grows. To augment their dedicated support of the next generation of leaders, Fidato Wealth, an independently owned and operated fiduciary financial advisory firm located in Middleburg Heights, Ohio, announced that effective January 1st, 2023, three senior team members – Brian Eberhardt, Lindsay Fiore, and Marissa Beyer – have become Partners in the firm. All three have purchased equity in Fidato Wealth and are now officially owners in the company.
Read More

Stearns Financial Group’s Haleh Moddasser Releases Book Update Guiding Women Through Gray Divorce

2/6/2023

 
Picture
Stearns Financial Group announced that Senior Wealth Management Advisor Haleh Moddasser, CPA has published Gray Divorce, Silver Linings: A Woman’s Guide to Divorce After 50 (second edition). The new book reflects changes in tax law implemented through the Tax Cuts and Jobs Act (TCJA).
Read More

Equita Financial Network Announces New Structure for Women’s Financial Advisor Group

1/31/2023

 
Picture
Equita Financial Network (Equita) announced a new fee structure and enhanced benefits for their member firms, plus two new additions to the team. Industry thought leader Marie Swift and colleague Dori Thomas have joined the network as collaboration partners. ​An introductory webinar is scheduled for February 7, 2023 at 4:00pm Eastern Time. Equita’s co-founders will lead the group through the new options and share more of their “why story” then.
Read More

Myriad Advisor Solutions Announces New CEO

1/31/2023

 
Picture
​Myriad Advisor Solutions (Myriad), a long-established, full-service business advisory firm, today announced that Chief Operating Officer, Danielle White (White) has as of January 1, 2023, been promoted to Chief Executive Officer. White takes the helm at a very exciting time as Myriad heads toward its fifteenth anniversary and will, in the coming year, be breaking ground in the Des Moines suburban area to accommodate the company’s new office building and staff expansion.
Read More

Kwanti Announces New Screener Feature to Help Financial Advisors Discover Best Performing Assets

1/25/2023

 
Picture
Kwanti recently announced the release of Kwanti Screener, a new feature that allows advisors to screen for best performing assets and find the right investment opportunities for clients, saving them time in the process.
Read More

Blue Chip Partners Wins Best Practices Award from InvestmentNews

1/17/2023

 
Picture
Blue Chip Partners was named a winner of InvestmentNews’ 2022 Best Practices Award. This award recognizes advisory firms at the top of their peer group in terms of financial performance, demonstrating high growth, productivity, and profitability. Award winners were determined based on results from the annual InvestmentNews Adviser Benchmarking Study, which looks to the top-performing financial advisory firms in the nation for lessons on how to build a best-in-class practice.
Read More

AXG Advisors Acquires the operations of Rose Glen, LLC

1/5/2023

 
Picture
AXG Advisors announced that it has acquired the operations of Rose Glen LLC (Rose Glen), a firm that has long provided innovative wealth transfer, preservation, and accumulation solutions to ultra-high net worth families across the country. This union brings a successful mentor/protégé relationship full circle. AXG co-founder, George Papanier worked under the tutelage of Morey Goldberg and team for several years prior to launching AXG Advisors with Adam Pauska in 2019. Goldberg will join AXG as a senior advisor.​
Read More

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

12/20/2022

 
Picture
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).
Read More

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

12/20/2022

 
Picture
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.

Read More

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

12/13/2022

 
Picture
​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.
Read More

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

12/7/2022

 
Picture
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. 
Read More