Client Results

KCD PR has secured coverage for our clients in some of the most well-known national and local news outlets, ranging from television to print to online media. Here is a sampling of some of the coverage the KCD PR team has been able to gain for our clients:

April 2013

• Reilly Financial Advisors, The New York Times, April 5, 2013, Overseas Finances Can Trip Up Americans Abroad
• Retirement Benefits Group, Financial Advisor Magazine, April 10, Some Advisors Oppose Obama’s Retirement Savings Cap
• Independent Financial Partners, Forbes, April 10, 2013, Top Wealth Managers
• Hillis Financial Services, Silicon Valley Business Journal, April 17, 2013, John Hillis | People on the Move
• Stratos Wealth Partners, AdvisorOne, April 24, 2013, Top 10 Best Wealth Manager Logos

March 2013

• Reilly Financial Advisors, Financial Planning, March 1, 2013, Opportunities, Hurdles for RIA with International Focus
• Ballou Plum Wealth Advisors, The Street.com, March 18, 2013, 10 Tax Tips For Newlyweds
• Connecticut Wealth Management, Beauty and the Bull Magazine, March 19, 2013, 7 Financial Planning Tips For Women Corporate Executives

February 2013

• Connecticut Wealth Management, Hartford Business Journal, February 11, 2013, Surprise! You are retiring! Some concerns to weigh
• Hillis Financial Services, CNBC.com, February 25, 2013, Downsizing the Home for Retirement: Is It Worth It?
• Capstone Affluent Strategies, Orange County Register, February 27, 2013, Capstone is hiring 65 in Irvine

January 2013

• Independent Financial Partners, Life & Health Advisor, January 3, 2013, Independent Financial Partners Launches IFP Group
• Connecticut Wealth Management, Connecticut Magazine, January 4, 2013, 40 Under 40: Class of 2013
• Reilly Financial Advisors, Voice of America, January 15, 2013, Credit Rating Agency Warns Washington
• Retirement Benefits Group, Investment News, January 15, 2013, Think twice before dropping controversial stock holdings

December 2012

• Independent Financial Partners, Financial Planning, December 1, 2012, Paying it Forward: Funding 529 Plans for Grandchildren
• Waterfront Financial Group, Deposit Accounts, December 2, 2012, What Gen X and Gen Y Can Do to Get Ready for Retirement
• Hillis Financial Services, Diabetes Options, December 4, 2012, Factors for Physicians to Consider With Relocating in Retirement
• Ballou Plum Wealth Advisors, CNN Money, December 23, 2012, Financial planners: How to survive fiscal cliff

November 2012

• Hillis Financial Services, Saratoga Patch, November 1, 2012, Boomers, Retirees Should Carefully Consider Retirement Relocation
• Ballou Plum Wealth Advisors, Reuters, November 6, 2012, Your practice: No guts, no gains for anxious clients
• Connecticut Wealth Management, New York Times, November 9, 2012, Tax Break on Gifts Soon to End
• Legacy Wealth Planning, Financial Planning, November 7, 2012, Legacy Wealth Grabs Former Wells Fargo Advisor

October 2012

• Hillis Financial Services, The New York Times, October 5, 2012, Planning for Retirement? Don’t Forget Health Care Costs
• 1st Global, Dallas Business Journal, October 17, 2012, 1st Global to relocate headquarters in North Dallas
• Capstone Affluent Strategies, Reuters, October 17, 2012, ON THE MOVE-LPL Financial adds team with $450 mln in assets
• Connecticut Wealth Management, Physicians News Digest, October 18, 2012, Transitions: How Physicians (and the Practice) Should Plan for Retirement

September 2012

• Ford Financial Group, Fresno Business Journal, September 1, 2012, The Fiscal Cliff Looms Large in San Joaquin Valley
• Independent Financial Partners, Gulf Coast Business Review, September 14, 2012, Size Matters
• Ballou Plum Wealth Advisors, USA Today, September 23, 2012, LifeStages: Preparing financially for a family
• Miller Wealth Management, U.S. News & World Report, September 26, 2012, Important Things to Consider When Preparing Your Will

August 2012

• Connecticut Wealth Management, Financial Advisor Magazine, August 1, 2012, The Inefficiency of Efficient Frontiers
• 1st Global, Accounting Today, August 17, 2012, New 1st Global Program Helps CPA Firms Assess Wealth Management
• Hillis Financial Services, Fox Business, August 22, 2012, How to Avoid a Family Feud Over an Inheritance
• Miller Wealth Management, UT San Diego-TV, August 22, 2012, Rodd Miller, CFP® on UT-TV, San Diego

July 2012

• Connecticut Wealth Management, Hartford Business Journal, July 9, 2012, Time to Review Executive Benefits
• Independent Financial Partners, Tampa Bay Business Journal, July 20, 2012, Fast 50 2012: Independent Financial Partners
• Dunavant Wealth Group, Dow Jones, July 24, 2012, Adviser Weaves Faith Into His Practice
• Private Wealth Management, Orlando Sentinel, July 27, 2012, 5 Reasons Why You Should Stash Cash in an Emergency Fund

June 2012

• Hillis Financial Services, Daily Finance, June 19, 2012, On Your Own: How to Manage the Finances of Single Retirement
• Ballou Plum Wealth Advisors, Dow Jones, June 6, 2012, Reverse-Engineering a $20 Million Divorce
• CS Group of Stifel Nicolaus, Pittsburgh Post-Gazette, June 20, 2012, ‘Boomerang’ kids affect retirements
• John Hauserman, The Wall Street Journal, June 25, 2012, Voices: John Hauserman, On BrokerCheck
• Stratos Wealth Partners, RIABiz.com, June 27, 2012, Three MSSB brokers gravitate to a $4.5 billion LPL hybrid with a hefty RIA platform

May 2012

• Independent Financial Partners, Tampa Bay Business Journal, May 4, 2012, Independence paves a path to growth
• Hillis Financial Services, BBC News, May 18, 2012, California expects Facebook boost
• RetirementQuest Wealth Management, Intuit Blog, May 21, 2012, 4 Money Trends to Watch—and 2 You Can Ignore

April 2012

• CS Group of Stifel Nicolaus, Pittsburgh Post-Gazette, April 26, 2012, 401(k): the hidden costs
• Independent Financial Partners, Investment Advisor, April 24, 2012, Paychecks and Balances
• Private Wealth Management, Fox 35 Orlando, April 2, 2012, Student loan debt is exploding
• RetirementQuest Wealth Management, Reuters, April 19, 2012, Making the most of that shiny new HSA

March 2012

• Dunavant Wealth Group, The New Orleans Times-Picayune, March 22, 2012, Mandeville Moments
• Ibis Capital, Fox Business, March 27, 2012, Sick of the Street, Some Financial Advisors Fly Solo
• 1st Global, Accounting Web, March 5, 2012, 1stGlobal.com Offers Interactive, Business-Building Opportunities
• Private Wealth Management, Orlando Business Journal, March 29, 2012, Patrick Buchanan: People in the News
• Ballou Plum Wealth Advisors, KRON Channel 4 San Francisco, March 18, 2012, KRON News Weekend: Taxes Discussion

February 2012

• Hillis Financial Services, Reuters, February 2, 2012, Advice to new Facebook millionaires: Take a Breath
• Connecticut Wealth Management, Turbo Tax, February 17, 2012, Cash for College: Tax free 529 plans
• Independent Financial Partners , Tampa Bay Business Journal, February 23, 2012, Independent Financial Partners posts triple digit revenue gain

January 2012

• Ballou Plum Wealth Advisors, Registered Rep, January 27, 2012, Top 50 Independent Broker/Dealer Women Advisors in 2011
  
• Ford Financial Group, The Wall Street Journal, January 5, 2012, Voices: Brian Ullmann, On Managing Big Settlements
  
• Private Wealth Management, Fox 35 Orlando, January 4, 2012, Gold Prices Rise