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.

​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.

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. 

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.

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.

​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.

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.

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.​

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 (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 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.