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Advisor Hub

Advisors to Watch Ranking in AdvisorHub, September 2022

Three CoastalOne Financial Professionals Make the “Advisors to Watch” List

Three of our financial professionals made AdvisorHub’s “Advisors to Watch” rankings this month. Matt Rakerd is 42 on the “Top 100 Fastest Growing”, Gregg Somerville is 18 on the “Fastest Growing” list, and Reid Porter came in number 42 under “Top 50 Under $1B”.

Click here to access each of the ranking lists on AdvidorHub

News Release in Yahoo! Finance, August 2022:

CoastalOne First in Overall Revenue Growth According to Financial Planning Magazine’s Independent Broker-Dealer Rankings

In this news release, CoastalOne announced that they were ranked first overall in Revenue Growth in Financial Planning magazine’s IBD Elite 2022 rankings, as well as fourth overall in “Highest Growth in Producing Reps”. In addition, CoastalOne announced the launch of their new website, logo, and branding, new additions to the team including Chief Operations Officer, and details on their 2022 Compliance Conference.

Click here to read this press release in Yahoo! Finance

IBD Ranking in Financial Planning Magazine, August 2022

IBD Elite 2022 Rankings

CoastalOne was included in Financial Planning Magazine’s 2022 IBD Elite rankings of independent broker-dealers, coming in at #1 overall in ‘Revenue Growth, #4 in ‘Highest Growth in Producing Reps’, #30 in ‘Financial Advisor Payout’, and #43 in ‘Total Revenues’.

Click here to read more and see the full rankings in Financial Planning Magazine

Advisor Perspectives

Podcast Interview on Advisor Perspectives, August 2022:

Gaining Perspective Podcast: The New Compliance Challenges Facing Advisors, featuring Charles Reiling and Barrett Schultz

CoastalOne President Charles Reiling and Chief Compliance Officer Barrett Schultz are interviewed on Advisor Perspectives’ Gaining Perspective podcast, discussing new compliance realities and challenges that independent advisors are facing, as well as the importance of fintech solutions in the modern advisor’s practice.

Click here to listen to this podcast interview on Advisor Perspectives

Bylined Article in Wealth Management Magazine, August 2022:

Technology and the Everchanging Landscape for Financial Advisors, by Charles Reiling

CoastalOne President Charles Reiling shares keys to success and discusses how technology and fintech innovations in the financial services industry have changed the playing field for independent advisors and the way the industry does business.

Click here to read Charles Reiling’s article in Wealth Management Magazine

Bylined Article in Financial Planning Magazine, July 2022:

From one CEO to another: Post-COVID rules on a new playing field, by Charles Reiling

CoastalOne President Charles Reiling shares details on how Coastal has evolved and pivoted throughout the pandemic to offer more digital solutions for employees and financial professionals, as well as shares tips for other firm leaders.

Click here to read Charles Reiling’s article in Financial Planning Magazine

Media Mention in ThinkAdvisor, June 2022

CoastalOne Selects Finity360

In this Tech Roundup, ThinkAdvisor covers the news about CoastalOne selecting Arcus Partners’ cloud-based Finity360™ wealth management digital office solutions to support client onboarding and document workflows.

Click here to read more in this article in ThinkAdvisor

Digital Journey

News Release in Digital Journal, June 2022

CoastalOne Chooses Arcus Partners’ Finity360 Digital Office Solutions

CoastalOne, an independent broker-dealer/RIA firm, now utilizes Arcus Partners’ cloud-based Finity360™ wealth management digital office solutions to transform its digital document management and client onboarding workflows. .

Click here to read this press release in the Digital Journal

Media Mention in Financial Planning Magazine, June 2022:

Tech Survey 2022: How advisors are investing for the future, featuring Charles Reiling

CoastalOne President Charles Reiling weighs in Financial Planning’s 2022 Advisor Tech Survey, discussing the ever-changing tech landscape in the industry, analysis paralysis due to the volume of tech solutions available, tech spending in wealth management, and more.

Click here to read Charles Reiling’s comments in this article in Financial Planning Magazine

News Release on Agility PR, June 2022:

CoastalOne Shares Details on New Growth and First Annual Platinum Advisory Council

CoastalOne shared details on their recent growth, including new financial professionals under the CoastalOne umbrella and a new CFO and other team members, as well as details on their first annual Platinum Advisory Council. In addition, CoastalOne also announced a new charitable initiative to support Ukraine.

Click here to read this press release on the Agility Newsroom

Video Interview at T3 Conference, May 2022:

Charles Reiling Interviewed on the #T3SocialCam at T3 Technology Tools for Today Conference 2022

Charles Reiling, President of CoastalOne, talks about why he loves the T3 Conference, as well as partnerships gained from attending, at the T3 Technology Tools for Today Conference, May 2022 in Dallas.

Click here to watch Charles Reiling’s video interview on the #T3SocialCam at the 2022 T3 Conference

Profile in ValiantCEO, April 2022:

Charles Reiling of CoastalOne – Focused On Serving the Unique Needs of Financial Professionals

CoastalOne CEO and President, Charles F. Reiling III, Esq., is interviewed and profiled, discussing challenges during the pandemic, business obstacles the CoastalOne team has overcome, expectations for 2022, and advice for other leaders.

Click here to read this profile in ValiantCEO

Media Mention in Wealth Management Magazine, February 2022:

FeeX, Partnered with Coastal Investment Advisors, Has New Name and Focus and Raises $80 Million

FeeX announced a name change to Pontera as well as new funding, and CoastalOne is mentioned as a firm whose advisors have access to Pontera’s tools for managing held away assets.

Click here to read this press release on WealthManagement.com

News Release in Yahoo! Finance, December 2021:

FeeX and Coastal Investment Advisors, Inc. Announce Partnership to Enable Advisors to Manage Client Retirement Accounts

FeeX and Coastal Investment Advisors announced a partnership that will enable Coastal advisors to manage clients’ held-away accounts.

Click here to read this press release on Yahoo! Finance

Media Mention in ThinkAdvisor, December 2021:

FeeX, Coastal Investment Advisors Announce Partnership

Industry publication ThinkAdvisor covers the news about Coastal’s partnership with FeeX in their weekly Tech Roundup.

Click here to read more in this article in ThinkAdvisor

Media Mention in PLANADVISER, December 2021:

FeeX and Coastal Partner on Held-Away Account Solution

PLANADVISER covers the news about Coastal’s partnership with FeeX, which will enable Coastal Investment Advisors to more easily manage clients’ held-away accounts.

Click here to read more in this article in PLANADVISER

Media Mention in Real Assets Adviser, November 2021:

Roundtable: What is the best piece of professional or career advice you ever received? Charles Reiling Weighs In

CoastalOne President Charles Reiling shares the best piece of professional advice he’s ever received and how he has used it throughout his career.

Click here to read Charles Reiling’s comments in this article from Real Assets Adviser

Media Mention in Communication Intelligence Magazine, November 2021:

Confident and Humble Expert or Arrogant Expert, featuring Charles Reiling

CoastalOne President Charles Reiling discusses the differences between confident and humble experts vs. overconfident and arrogant experts.

Click here to read Charles Reiling’s comments in this article in Communication Intelligence Magazine

Podcast Interview at Morningstar Conference, October 2021:

COO Joe Cook Interviewed in the Social/Digital Hub at the 2021 Morningstar Conference

CoastalOne COO Joe Cook was interviewed at the Social/Digital Hub podcast station at the 2021 Morningstar Conference in Chicago. Listen to learn more about Joe and CoastalOne, how he joined forces with Charles Reiling and the team at Coastal Equities, how Coastal has effectively communicated with clients digitally during the pandemic, and more.

Click here to listen to Joe Cook’s interview in this podcast from the Social/Digital Hub

News Release on Agility PR, June 2021:

CoastalOne Launches Digital Alternative Investments Platform, Altigo, Powered by WealthForge

CoastalOne recently rolled out access to alternative investments for all of its advisors and registered representatives, powered by Altigo, an electronic order entry and subscription processing platform from WealthForge.

Click here to read this press release on the Agility Newsroom

Bylined Article in Citybiz Philadelphia, March 2021:

Financial Advisors: There’s Never Been a Better Time to Go Independent, by Charles Reiling

CoastalOne President Charles Reiling makes a compelling case for a move to the independent side of the industry and points out the benefits for advisors in working with a firm like CoastalOne.

Click here to read Charles Reiling’s article on Citybiz

Profile in Authority Magazine, January 2021:

5 Things I Wish Someone Told Me Before I Became a CEO, featuring Charles Reiling

CoastalOne President Charles Reiling is profiled in Authority Magazine as a part of their series on the leadership lessons of accomplished business leaders, discussing the 5 things he wishes someone told him before he became a CEO.

Click here to read this profile of Charles Reiling in Authority Magazine

News Release on Agility PR, January 2021:

CoastalOne Moves Forward Successfully with Due Diligence and Compliance Conference

CoastalOne held their 2020 Due Diligence and Compliance Conference in-person in Sarasota, Florida in early January 2021, where their Registered Representatives gathered to learn about the latest compliance protocols and practices.

Click here to read this press release on the Agility Newsroom

Media Mention in Business Insider, November 2020:

A Registered Investment Advisor (RIA) is a government-regulated professional who actively manages your portfolio, featuring Charles Reiling

What is a Registered Investment Advisor and how do they stand out from other folks offering financial advice? CoastalOne President Charles Reiling weighs in and provides tips on what to look for when searching for an RIA.

Click here to read Charles Reiling’s comments in this article in Business Insider

Bylined Article in Wealth Management Magazine, August 2020

The Intersection of People and Technology in a Post-COVID World: There’s Never Been a Better Time to Go Independent, by Charles Reiling

Advisors and their clients are getting accustomed to the “new normal” – working from home and moving away from large corporate office environments. CoastalOne President Charles Reiling discusses why advisors considering independence may be thinking there’s never been a better time.

Click here to read Charles Reiling’s article in the WealthManagement.com Midyear Outlook issue

Media Mention in Wealth Management Magazine, May 2020:

Life After Lockdown, featuring Charles Reiling

What is the future of financial advice after recovery from the COVID-19 pandemic? CoastalOne President Charles Reiling weighs in on how it could permanently reengineer financial advisors’ practices of work, travel, and socializing.

Click here to read Charles Reiling’s comments in this article on WealthManagement.com

Bylined Article on the T3 Technology Hub, April 2020:

How Will COVID-19 Affect the Way the Financial Services Industry Does Business? Charles Reiling Weighs In

What is the new normal for financial advisors and the firms that support them? CoastalOne President Charles Reiling discusses some of the changes he thinks we’ll see come into focus in the financial world after the crisis.

Click here to read Charles Reiling’s article on the T3 Tech Hub by T3 Technology Tools for Today

Media Mention in CEO Blog Nation, April 2020:

28 Entrepreneurs Share Their CEO Nugget, featuring Charles Reiling

If you could hop into a time machine, what would you tell your younger business self? 28 CEOs, including CoastalOne President Charles Reiling, share their CEO nugget and what piece of advice they would tell their younger business selves.

Click here to read Charles Reiling’s comments in this article from CEO Blog Nation

Video Interview for MEDICI Global, February 2020:

Tackling Challenges Around Regulation Best Interest – Charles Reiling Interviewed at T3 Technology Tools for Today Conference 2020

Working with a strong business partner, such as CoastalOne, helps relieve burdens and frees up time for advisors. Hear directly from Charles Reiling, President of CoastalOne, at the T3 Technology Tools for Today Advisor Conference held February 2020 in San Diego on how his firm is tackling regulation best interest to help advisors stay ahead of the curve.

Click here to watch Charles Reiling’s video interview with Shannon Rosic of MEDICI Global at the 2020 T3 Conference

Podcast Interview for Wealth Management Today, February 2020:

Advisors Are Tired of Hearing “No”, with Charles Reiling – #ItzOnWealthTech Ep. 41: Highlight Reel #2 from the T3 Advisor Conference

Charles Reiling, President of CoastalOne, is interviewed by Craig Iskowitz on the Wealth Management Today #ItzOnWealthTech Podcast at the T3 Technology Tools for Today Advisor Conference, February 2020 in San Diego.

Click here to listen to Charles Reiling’s comments on the Wealth Management Today podcast episode from the 2020 T3 Conference

Video Interview at T3 Conference, February 2020:

Charles Reiling Interviewed on the #T3SocialCam at T3 Technology Tools for Today Conference 2020

Charles Reiling, President of CoastalOne, talks about the plethora of tech and software solutions for financial advisors at the T3 Technology Tools for Today Advisor Conference, February 2020 in San Diego.

Click here to watch Charles Reiling’s video interview on the #T3SocialCam at the 2020 T3 Conference

Media Mention in CEO Blog Nation, February 2020:

28 Entrepreneurs Explain What They Love About Being An Entrepreneur, featuring Charles Reiling

Being in love is great. Being in love with your business, when you’re an entrepreneur, is even better. Waking up each morning knowing you are getting to do exactly what you love is more than most people could ever say about any “job” they have had. 28 entrepreneurs, starting off with CoastalOne President Charles Reiling, explain what they love about being an entrepreneur.

Click here to read Charles Reiling’s comments in this article from CEO Blog Nation

Video Interview for Real Assets Adviser, February 2018:

Focus on Alternatives: Charles Reiling on Independent Broker-Dealer Merger Mania

Charles Reiling, President of CoastalOne, discusses the research behind merger activity in the independent broker-dealer channel, including numerical data for large and small firms, what’s contributing to the activity, and how alternative investments fit into the picture.

Click here to watch Charles Reiling’s video interview with Greg Mausz on Real Assets Adviser

News Release on Financial Services Institute Newsroom, February 2016:

FSI Adds Nearly 100 New Coastal Financial Advisory Members

In early 2016, CoastalOne announced that their entire roster of independent financial advisors became new FSI financial advisor members, with advisors’ first-year membership offered on a complimentary basis. Charles Reiling, President of CoastalOne, discusses the reasons behind doing so, as well as the benefits of FSI membership.

Click here to read Charles Reiling’s comments in this news release from Financial Services Institute (FSI)