News & Events
Video Interview on AdvisorHub, January 2023
CoastalOne President & CEO Charles Reiling on Combining Traditional Advisory Services with Bespoke Alternative Investments
In this video interview, AdvisorHub CEO Tony Sirianni and CoastalOne CEO Charles Reiling discuss how advisors can navigate turbulent markets, the importance of efficient technology that enhances client returns, delivering a platform that satisfies the advisor’s and client’s needs, the importance of combining traditional advisory services with bespoke alternative investments, and more.
Interview in AdvisorHub, January 2023
Q&A with AdvisorHub CEO Tony Sirianni and CoastalOne’s President & CEO, Charles Reiling
In this Q&A interview with AdvisorHub CEO Tony Sirianni, CoastalOne CEO Charles Reiling shares info on his backstory, how Coastal differentiates itself, how they’re working with their advisors to guide clients through difficult times, what the financial services industry can do to address and progress social justice issues, predictions for the industry, and more.
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.
Media Mention in Financial Planning Magazine, November 2022
5 Personal Stories to Inform Your Career in Financial Planning, Featuring Charles Reiling
CoastalOne President Charles Reiling provides tips for finding your tribe in the post-COVID world, taking on challenges posed by the pandemic, and adapting to new environments, plus shares how CoastalOne was able to accelerate its digital transformation.
Click here to read more in this article in Financial Planning Magazine
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.
Video Feature in Finlocity, October 2022
Charles Reiling Featured in Finlocity’s Q4 BD Exec Forum Overview Video
In this overview video, CoastalOne CEO Charles Reiling joins other attendees of the October 2022 Q4 BD Exec Forum, providing insight on the forum and the benefits of attending. The forum gives CXO’s the opportunity to meet and network with innovative technology solution providers and leaders from the most respected investment institutions. This exclusive gathering held in a relaxed yet focused business environment will bring together senior broker/dealer executives to collaborate on key issues, originate ideas, and learn about the latest business development strategies.
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
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
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.
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 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
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.
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.
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
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
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.
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.
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.
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.
