The first half of 2019 has not been without its fits and starts. As we expected, market volatility has been the norm thus far. We are continually striving for a better client experience and have begun utilizing streaming media to deliver market updates and other content. We hope you enjoy this video update on our firm. Thank you for your continued trust and support.
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CCR Wealth Management
Category: Awards & Recognition
CCR on Forbes Best in State List
CCR is honored to be listed as #12 on the Forbes list of Best in State Wealth Advisors
https://www.forbes.com/best-in-state-wealth-advisors/#4d1caee2291d
The Forbes ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative data, such as revenue trends, assets under management, compliance records and best practices, gathered by Shook Research through telephone and in-person interviews. No fee is received by Forbes or Shook in exchange for rankings. Listing in this publication and/or award is not a guarantee of future investment success or portfolio performance. This recognition should not be considered as an endorsement of the advisor by any client.
CCR Named to the 2018 NAPA Top DC Advisor Teams List
Proud of our firm for being recognized by the National Association of Plan Advisors (NAPA) for our service in the retirement plan market. 2018 Top DC Advisor Teams
CCR listed on the Financial Times Top 401 Retirement Advisors
We are proud to announce we have been named to the 2018 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans, such as 401(k) and 403(b) plans, across the US.
The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under management, DC plan growth rate, specialization in DC plans, years of experience, advanced industry credentials, and compliance record. This honor is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.
CCR listed as a Top Firm by AUM
CCR has been named once again to Accounting Today’s annual ranking of the Top 150 CPA Firms by Assets Under Management.
CCR listed on 2018 Forbes Top Advisors State by State
We are proud to be named on the distinguished list of Top Advisors for 2018 from Forbes.
CCR named on the NAPA Top DC Advisor Firms
ARLINGTON, VA — The National Association of Plan Advisors has published its first-ever list of top
defined contribution (DC) Advisor Firms.
The NAPA Top DC Advisor Firms is a compilation of leading individual advisor firms, or teams, ranked by
DC assets under advisement.
“Since their inception, NAPA’s various industry lists have been a valuable Who’s Who of who matters in
the world of retirement plans and retirement plan advisors,” noted Nevin Adams, Chief Content Officer
of the American Retirement Association and Editor-in-Chief of NAPA-Net, which compiled the listing. “ .
“As the nation’s leading voice for retirement plan advisors, we are pleased to highlight the contributions
these firms are making in helping building a more financially secure retirement for millions of
Americans.”
The inaugural list of NAPA’s Top DC Advisor Firms, which will be published in the Winter issue of NAPA
Net, the Magazine, is available online at http://www.napa-net.org/top-dc-advisor-firms/.
About The National Association of Plan Advisors (NAPA)
The National Association of Plan Advisors was created by and for retirement plan advisors. Membership
is also open to other retirement industry professionals who support the interests of plan advisors. NAPA
is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors.
NAPA is part of the American Retirement Association. The American Retirement Association, based in
the Washington, D.C. area, is a non-profit professional organization established to educate all types of
retirement plan professionals, and to preserve and enhance the employer-based retirement plan system
as part of the development of a cohesive and coherent national retirement income policy. The American
Retirement Association is comprised of four premier retirement industry associations; the American
Society of Pension Professionals & Actuaries (ASPPA), the ASPPA College of Pension Actuaries (ACOPA),
the National Association of Plan Advisors (NAPA), and the National Tax-deferred Savings Association
(NTSA). More information about NAPA is available at napa-net.org.
Media Contact: Nevin E. Adams, DC, (703) 516-9300 Ext. 114, Nevin.Adams@usaretirement.org
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CCR named on the 2017 Financial Times 401 Top Retirement Plan Advisors
September 27, 2017 – Richard Moore is pleased to announce that he has been named to the 2017 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans.
This is the third annual FT 401 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on asset management.
Financial advisers from across the U.S. applied for consideration, having met a set minimum of requirements. The applicants were then graded on seven criteria: DC assets under management (AUM); DC AUM growth rate; specialization in DC plans; years of experience; advanced industry credentials; compliance record and DC plan participation rate. There are no fees or other considerations required of advisers who apply for the FT 401.
The final FT 401 represents an impressive cohort of elite advisers: the “average” adviser in this year’s FT 401 has 19 years of experience advising DC plans and manages $1.6 billion in DC plan assets. The FT 401 advisers hail from 38 states and Washington, D.C., and DC plans on average account for 74% of their total assets under management.
The FT 401 is one in a series of rankings of top advisers developed by the FT in partnership with Ignites Research, including the FT 300 (independent RIA firms) and the FT 400 (broker-dealer advisers).
The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. This honor is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.
Cetera® Advisors Honors CCR Wealth Management as Ensemble of the Year at Annual Awards Conference
[Westborough, MA] – Mark Palmerino, financial consultant and partner at CCR Wealth Management, recently attended Cetera Advisors’ annual awards conference where he accepted the Ensemble of the Year award on behalf of his firm. This team of top producing, seasoned professionals gained this honor by leveraging distinct backgrounds, credentials, and experience to build solid, customized plans and portfolios in the name of clients’ best interests.
The annual conference was aimed at bringing together advisors from across the country to celebrate the accomplishments of 2016. The event, held at the Ritz Carlton in Cancun, Mexico, featured presentations from the Cetera executive team and some of the industry’s preeminent thought leaders. Attendees left inspired to continue aiming for the highest levels of professional achievement and success.
Erinn Ford, President of Cetera Advisors, commented, “The commitment and drive exhibited by our advisors are unparalleled, and we’re honored to celebrate their successes over the last year. We take great pride in the support we provide our advisors, and look forward to continuing to help them achieve and surpass their business goals in 2017 and beyond.”
Another highlight of the conference was Cetera Advisors’ successful fundraiser through Caring Cetera, an advisor-initiated charitable fund (501c3) created to aid advisors and their families during times of personal tragedy, responding to disasters in the communities where Cetera Advisors practices, and to help leave a “generosity footprint” in the communities where its events are held. Thanks to the generosity of attending advisors, over $32,000 was raised during the four day conference. Over half of the donations are going towards El Pozo de Vida, a charity which raises money and mobilizes efforts to fight human trafficking. The remaining contributions will be donated to Caring Cetera to continue helping advisors during times of need.
About Cetera® Advisors
Cetera Advisors LLC is an independent broker-dealer and registered investment adviser (RIA) firm offering efficient and convenient access to an extensive network of people, products and services to financial professionals. As part of Cetera Financial Group®, a leading network of independent retail broker-dealers, the firm is able to offer all the benefits of a large, well-capitalized broker-dealer, including innovative technology, leading wealth management and advisory platforms, and comprehensive broker-dealer and RIA services, with the personal relationships often found only at a boutique firm.
Cetera Advisors is a member of the Securities Investor Protection Corporation (SIPC) and a member of the Financial Industry Regulatory Authority, Inc. (FINRA). For more information, visit ceteraadvisors.com.
CCR named to the Financial Times 400 Top Financial Advisors
March 30, 2017 – David Borden is pleased to announce that he has been named to the 2017 edition of the Financial Times 400 Top Financial Advisers. The list recognizes top financial advisers at national, independent, regional and bank broker-dealers from across the U.S.
This is the fifth annual FT 400 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on asset management.
Financial advisers from across the broker-dealer channel applied for consideration, having met a set of minimum requirements. The applicants were then graded on six criteria: assets under management (AUM); AUM growth rate; experience; advanced industry credentials; online accessibility; and compliance records. There are no fees or other considerations required of advisers who apply for the FT 400.
The final FT 400 represents an impressive cohort of elite advisers, as the “average” adviser in this year’s FT 400 has 27 years’ experience and manages $1.7 billion in assets. The FT 400 advisers hail from 38 states and Washington, D.C.
The FT 400 is one in a series of rankings of top advisers by the Financial Times, including the FT 300 (independent RIA firms) and the FT 401 (DC retirement plan advisers).