Media articles &
press releases
For press enquires or to set up an interview, please contact Phil Fiore
at or (475) 232-2700.
11.14.2023
Honoring Advisors Who Serve(d): Veterans Day, 2023 – Think Advisor
Featuring Andy Leung
In honor of Veterans Day and National Veterans and Military Families Month, we’re pleased to present ThinkAdvisor’s 12th annual Advisors Who Serve(d) compilation, in which we highlight stories of veterans in the advisory world, told in their own words. Advisors Who Serve(d) highlights financial advisors…
Read More04.26.2023
Kiplinger – For Best Tax Savings, Year-Round Tax Planning Is Essential
Featuring Andy Leung
01.20.2023
Financial Advisor IQ – FAs with Solid Marketing Strategies Win 2.4 Times More New Clients: Study
Featuring Andy Leung
11.03.2022
Financial Advisor Article – Diversity Scholarship CFPs Talk Of New Horizons
Featuring Andy Leung
The first graduates of the College for Financial Planning’s Diversity Scholarship program have now entered the advisory field as certified financial planners (CFPs). In January 2021, the Kaplan Company’s College for Financial Planning in Centennial, Colo., announced the first 20 recipients of its nearly $500,000…
Read More06.27.2022
Diversity grant winners finish CFP test prep at twice the rate of others
Featuring Andy Leung
12.21.2020
Retirement Planning for the Self-Employed: Five Options for Lowering Taxes and Maximizing Saving
Featuring Andy Leung
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