News & Events
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”.
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
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’.
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.
Bylined Article in Wealth Management Magazine, August 2022:
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.
Bylined Article in Financial Planning Magazine, July 2022:
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.
Media Mention in ThinkAdvisor, June 2022
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, 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. .
Media Mention in Financial Planning Magazine, June 2022:
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.
News Release on Agility PR, June 2022:
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.
Video Interview at T3 Conference, May 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.
Profile in ValiantCEO, April 2022:
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 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.
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:
Industry publication ThinkAdvisor covers the news about Coastal’s partnership with FeeX in their weekly Tech Roundup.
Media Mention in PLANADVISER, December 2021:
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.
Media Mention in Communication Intelligence Magazine, November 2021:
CoastalOne President Charles Reiling discusses the differences between confident and humble experts vs. overconfident and arrogant experts.
Podcast Interview at Morningstar Conference, October 2021:
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.
News Release on Agility PR, June 2021:
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.
Bylined Article in Citybiz Philadelphia, March 2021:
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:
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.
News Release on Agility PR, January 2021:
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.
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.
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.
Media Mention in Wealth Management Magazine, May 2020:
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.
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.
Media Mention in CEO Blog Nation, April 2020:
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.
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, 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.
Media Mention in CEO Blog Nation, February 2020:
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.
Video Interview for Real Assets Adviser, February 2018:
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.
News Release on Financial Services Institute Newsroom, February 2016:
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.