News & Events
October, 2 – 4 | Hyatt Regency | Austin, TX
2023 CoastalOne National Conference
The industry’s premier practice management and regulatory compliance event.
October, 2 – 4 | Hyatt Regency | Austin, TX
2023 CoastalOne National Conference
Join us for workshops, panels, and networking opportunities to learn about the latest in regulatory challenges and practice management solutions.
Gain invaluable insights from some of the industry’s top speakers while connecting with 100+ other financial service professionals during this can’t-miss two-day event.
Click here to register as a guest of the firm
Click here to register as a staff member
Click here to register as a representative
Click here to register as a sponsor
News Release in AdvisorHub, December 2022
CoastalOne Executives Named to ADISA Board of Directors, FSI Accounting & Finance Councils, and AdvisorHub’s ‘Advisors to Watch’ Rankings
In this news release published on AdvisorHub, CoastalOne announced that three CoastalOne financial professionals, Gregg Somerville, Matt Rakerd, and Reid Porter, were named to AdvisorHub’s 2022 “Advisors to Watch” rankings. In addition, CoastalOne executives were named to FSI’s Accounting & Finance Council, as well as ADISA’s Board of Directors.
News Release in MarketWatch, November 2022
CoastalOne Executives Named to ADISA Board of Directors and FSI Accounting & Finance Councils
In this news release, CoastalOne announced that Michael O’Connor, Chief Financial Officer of CoastalOne, joined FSI’s Accounting & Finance Council, and Amanda Teeple, Senior Vice President of CoastalOne Capital Markets, joined ADISA’s Board of Directors. In addition, three CoastalOne financial professionals were named to AdvisorHub’s “Advisors to Watch” rankings.
Council Membership Announcement from the Financial Services Institute (FSI), November 2022
Michael O’Connor Named to FSI’s 2023 Accounting & Finance Council
Michael O’Connor, Chief Financial Officer at CoastalOne, was invited to join the Financial Service Institute’s 2023 Accounting & Finance Council. As part of the council, Michael will be responsible for sharing best practices and subject matter expertise through continued education to FSI membership on relevant and timely topics, as well as advocating toward advancing the independent financial services industry’s interests and continued security of their clients.
Profile in The Women Achiever Magazine, October 2022
CoastalOne CMO Listed in the 10 Most Ambitious CMOs to Watch in 2022
CoastalOne’s Chief Marketing Officer, Debra Karrat, was highlighted in the October issue of The Women Achiever magazine as one of “The 10 Most Ambitious CMOs to Watch in 2022”. She discusses her role at CoastalOne, her background and career path, CoastalOne’s recent innovations, and where she sees the industry going.
Click here to read the full article in The Women Achiever Magazine
News Release from The Alternative & Direct Investment Securities Association (ADISA), October 2022
Amanda Teeple Named to the 2023 ADISA Board of Directors
Amanda Teeple, Senior Vice President of CoastalOne Capital Markets, was elected to ADISA’s 2023 Board of Directors. The Alternative & Direct Investment Securities Association is the nation’s largest trade association serving the alternative investment and securities industry.
Media Mention on WealthManagement.com, September 2022
Can Compliance Be a Revenue Generator?
CoastalOne President Charles Reiling spoke on a compliance panel at the Future Proof Wealth Festival, discussing how compliance can move a cost of doing business to a valuable business function to be marketed—and monetized.
Click here to read more in this article in Wealth Management Magazine
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 AdvisorHub
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.
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
Media Mention in CNBC, July 2022
These 10 U.S. real estate markets are cooling the fastest: Here’s what to know if you’re a prospective buyer
Matthew Chancey, a certified financial planner at CoastalOne, shares some good news for people who purchased a home in early 2022: these buyers most likely got locked into a lower interest rate, so the payments should be more manageable than someone buying now.
Media Mention in CNBC, June 2022
Ready to buy muni bonds again? Consider this hidden tax before piling in
Matthew Chancey, a certified financial planner at CoastalOne, shares his insights on municipal bonds, saying that there are a lot of moving points and that it’s prudent to have an expert look at it historically.
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.
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
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
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.
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.
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.
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
Media Mention on WealthManagement.com, July 2021
CoastalOne Launches Alternative Investments Platform
WealthManagement.com covers the news that CoastalOne is giving its advisors access to alternative investments through WealthForge’s subscription-based electronic trade-processing platform, Altigo.
Click here to read more in this article in Wealth Management Magazine
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
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
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.
