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Principle Wealth Partners Named to Forbes’ List of Top RIA Firms 2022

Principle Wealth Partners Named to Forbes’ List of Top RIA Firms 2022

Independent financial planning and investment advisory firm ranked top in CT and #43 in the nation

Principle Wealth Partners Named to Forbes’ List of Top RIA Firms 2022
Principle Wealth Partners Named to Forbes' List of Top RIA Firms 2022

Independent financial planning and investment advisory firm ranked top in CT and #43 in the nation

MADISON, Conn. - December 13, 2022 - (Newswire.com)

Principle Wealth Partners (PWP) has been named one of the Top 100 RIA Firms in the nation. The inaugural Forbes/Shook Top RIA list, which was recently released, names 100 advisory firms with cumulative assets of $730 billion. All are helmed by professionals with decades of experience, proven track records of seeing clients through market turmoil, and preserving wealth. In Forbes' first-ever list of the Top 100 RIA firms in the United States, PWP was top-ranked in the State of Connecticut and #43 in the nation.

The Forbes ranking of America's Top RIA Firms, developed by SHOOK® Research, is based on an algorithm of qualitative criteria, which includes telephone, virtual and in-person due diligence interviews and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records and industry experience, as well as key indicators of best practices and each firm's approach to working with clients. 

HELPING CLIENTS LIVE A BETTER LIFE

"This recognition is due to the efforts of the entire Principle team and their dedication to our firm's mission, improving the lives of our clients."

Robert S. Paolucci, CFP®, Founder and CEO
Principle Wealth Partners

"This recognition is due to the efforts of the entire Principle team and their dedication to our firm's mission, improving the lives of our clients," said Robert S. Paolucci, CFP®, Founder and CEO. "We are dedicated to working with those who need help, want help, and are willing to delegate financial decisions to our team of professionals. We care deeply for our clients and are committed to helping them achieve their desired outcomes."

OTHER FIRM ACCOLADES

PWP has also been named to the Financial Advisor Magazine: RIA Survey & Ranking 2022 in the category of firms with $1.0 billion or more in assets under management. These rankings are based on an annual survey of information submitted by independent registered investment advisors (RIAs). The ranking methodology includes 2021 year-end discretionary and non-discretionary assets under management, year-over-year percentage growth in assets, and percentage growth in assets per client.

PWP was also selected as "the #1 grower" for the state of Connecticut in CityWire's 2022 list of 50 Growers Across America. This list focuses on planning-centric RIAs that are making the most headway in their own markets. In order to select the top RIA firm from each state, CityWire factored in growth across three categories: percentage growth in assets under management (AUM), monetary growth in AUM, and percentage growth in employees, combining these into a single numeric measure of growth in order to generate their list.

Robert S. Paolucci, CFP®, has also been named to the Forbes/Shook list of Best-in-State advisors for Connecticut, marking the fourth consecutive year that Paolucci has been awarded this honor. Forbes' rankings recognize the top financial advisors in the country, organized by state. The Forbes/Shook Best-In-State Wealth Advisors rankings are developed by SHOOK Research and based on comprehensive, in-depth qualitative and quantitative data. This includes telephone, virtual and in-person interviews, considering revenue trends, assets under management, compliance and experience.

In addition, Paolucci was named to Barron's 2022 list of the Top 1200 Financial Advisors for the second consecutive year. Barron's rankings recognize the top financial advisors in the country, organized by state. To be considered for this award, advisors must fill out a comprehensive survey on their practice, which is then verified and used to generate a ranking, considering assets, revenue, quality of practice and a variety of other quantitative and qualitative factors. 

ABOUT PRINCIPLE WEALTH PARTNERS

Principle Wealth Partners (PWP) is an independently owned and operated SEC-registered investment advisor with over $2 billion in assets under management, as of 12/31/21. This boutique investment firm of 23 team members has offices in Madison, Westport, and Old Saybrook, Connecticut. PWP provides comprehensive wealth management and customized financial planning services to entrepreneurs, executives, families, and businesses. With a professional philosophy rooted in behavioral finance, PWP commits to learning each client's goals and objectives, counseling them on important financial/life decisions, and tailoring solutions to meet their needs. The firm adheres to fiduciary standards, putting the client's best interests first and foremost before any other business objectives. Clients appreciate knowing where they stand as they work to achieve their financial goals, where they can afford to spend and enjoy the fruits of their labors, and how to create a tax-efficient, purpose-driven legacy. Learn more at www.PrincipleWealthPartners.com

Contact:

Grace Vogelzang
Impact Communications, Inc.
(913) 649-5009
[email protected]


Contact Information:
Grace Vogelzang
Impact Communications, Inc.
[email protected]
(913) 649-5009


Press Release Service by Newswire.com

Original Source: Principle Wealth Partners Named to Forbes' List of Top RIA Firms 2022
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USPA Global Licensing’s Molly Robbins is Finalist in License Global’s ‘The Influentials’

USPA Global Licensing’s Molly Robbins is Finalist in License Global’s ‘The Influentials’

Nomination Honors Licensing Executives That Have Driven Change in Brand Licensing

USPA Global Licensing’s Molly Robbins is Finalist in License Global’s ‘The Influentials’
U.S. Polo Assn.

U.S. Polo Assn.

WEST PALM BEACH, Fla. - December 12, 2022 - (Newswire.com)

USPA Global Licensing (USPAGL), the exclusive worldwide licensor and company that oversees the U.S. Polo Assn. brand, is pleased to announce the nomination of Molly Robbins, Senior Vice President of Global Licensing and Business Development for USPA Global Licensing, for License Global's annual feature, 'The Influentials.' This nomination honors those who have driven change and made an impact in the business of brand licensing.

Winners in nine categories were selected by an expert judging panel and voted on by members in the licensing industry at large. The categories from 'The Influentials' encompass all scopes of contributions from individuals that are advancing the quality and sophistication of the more than $315 billion licensing business. Robbins was nominated under the category 'The Brand Builder.' This recognition highlights her efforts behind U.S. Polo Assn.'s global partnerships that have garnered an increased consumer reach, revenue growth and ongoing licensing opportunities for the brand. She was in good company, alongside peers from influential licensing titans at BarkBox, Accutime, Crayola and Hasbro, to name a few.

"Congratulations to Molly on her well-deserved nomination as 'The Brand Builder,' for License Global's annual feature, 'The Influentials.' Molly's contributions toward U.S. Polo Assn.'s international expansion plans are critical in our successful growth strategy," says J. Michael Prince, President and CEO of USPAGL, the company which manages the multi-billion-dollar U.S. Polo Assn. brand.

The U.S. Polo Assn. brand continues to expand its reach into more than 190 countries worldwide with some 1,200 stores and 40 total brand sites in 17 languages, and in addition, has 7 million social media followers. In 2022, in conjunction with their global partners, U.S. Polo Assn. opened approximately 100 stores, including the first store in São Paulo, Brazil, as well as stores in Morumbi Mall, the Cheshire Oaks Designer Outlet store in London, England and a 6,000 sq. ft. store in Bergen Town Center in Paramus, New Jersey, which is one of our largest stores globally. The multi-billion-dollar U.S. Polo Assn. brand's authentic connection to the sport of polo has continued to reach consumers and sports fans around the world.

"I am honored to have received this nomination from License Global, which highlights my leadership position's work surrounding U.S. Polo Assn.'s growth in both revenue and brand awareness globally," says Molly Robbins, SVP of Global Licensing and Business Development for the U.S. Polo Assn. brand. "We are always looking for new opportunities to expand into new categories and global markets through our classic, sport-inspired brand."

License Global is the licensing industry's thought leader, and 'The Influentials' list highlights the best and brightest within specific categories. For more information, visit licenseglobal.com.

About U.S. Polo Assn. and USPA Global Licensing Inc. (USPAGL)
U.S. Polo Assn. is the official brand of the United States Polo Association (USPA), the nonprofit governing body for the sport of polo in the United States and one of the oldest sports governing bodies, having been founded in 1890. With a multi-billion-dollar global footprint and worldwide distribution through some 1,200 U.S. Polo Assn. retail stores and thousands of department stores, as well as sporting goods channels, independent retailers and e-commerce, U.S. Polo Assn. offers apparel for men, women, and children, as well as accessories and footwear in 190 countries worldwide. Today, U.S. Polo Assn. is ranked the 28th largest licensor in the world and within the top five sports licensors, according to License Global's 2022 list of "Top Global Licensors." Visit uspoloassnglobal.com.

USPA Global Licensing Inc. (USPAGL) is the for-profit subsidiary of the USPA and its exclusive worldwide licensor. USPAGL manages the global, multi-billion-dollar U.S. Polo Assn. brand and is the steward of the USPA's intellectual properties, providing the sport with a long-term source of revenue. Through its subsidiary, Global Polo Entertainment (GPE), USPAGL also manages Global Polo TV, the world's leading digital platform with polo and lifestyle content. In addition, USPAGL partners with ESPN and beIN Sports globally to share the sport of polo broadcasts on television and on-demand to millions of viewers around the world. For more polo content, visit globalpolo.com.


Contact Information:
Stacey Kovalsky
Senior Director, Global Communications
[email protected]
+001.561.790.8036

Kaela Drake
PR & Communications Coordinator
[email protected]
+001.561.461.8596


Press Release Service by Newswire.com

Original Source: USPA Global Licensing's Molly Robbins is Finalist in License Global's 'The Influentials'
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Speak Up For Kids Hosts Eighth Annual Winterfest. Holiday Wonderland Serves 500+ Foster Children!

Speak Up For Kids Hosts Eighth Annual Winterfest. Holiday Wonderland Serves 500+ Foster Children!

Winterfest 2022! Positively one of the most joyful events of the holiday season! Happiness + memories created for over 500 kids in foster care.

Speak Up For Kids Hosts Eighth Annual Winterfest. Holiday Wonderland Serves 500+ Foster Children!
Special Christmas wishes

Speak Up For Kid's annual Winterfest brings joy to foster kids

WEST PALM BEACH, Fla. - December 11, 2022 - (Newswire.com)

Speak Up For Kids of Palm Beach County is honored to host the eighth annual Stanley Klett Sr. Winterfest Carnival at 4620 Summit Blvd., West Palm Beach on Saturday, Dec. 17 at 10 a.m. This complimentary private event for foster youth and their caregivers includes a full carnival, interactive craft stations, food, music, face painting, activities, and a visit from Santa Claus and Christmas Belle!

Event founder, Stanley Klett Sr., donated endless hours as a Guardian ad Litem volunteer advocating for hundreds of children and families over his twenty years of service. Though he passed away in 2009, his  Stanley Klett, Jr., has vowed to ensure this event continues, preserving his father's legacy of service and bringing holiday magic to Palm Beach County youth.

"Our business partners work together to keep this event free for our children and their families," says Coleen LaCosta, Speak Up for Kids Executive Director. Over 70 volunteers help make the day special for foster kids by transforming the International Brotherhood of Electrical Workers (IBEW) grounds into a winter wonderland. Local sponsors, IBEW, Domnick Cunningham & Whalen, Networking to Help Children, Gold Law, Tire Kingdom, Jones Foster, Kiwanis of Palm Beach Gardens, Brett Colby Group, and The Happy Princess Club have extended their support to make Winterfest 2022 a magical event.

"I spend most of the holiday season shedding tears of joy," says LaCosta. "Experiencing the outpouring of love from our community and watching kids' faces light up are two of my favorite things. The day is amazing."

About Speak Up for Kids: Speak Up for Kids champions best-interest child advocacy. Through effective advocacy, the cycles of abuse, violence, and crime are being broken one child at a time, and children's futures are being rewritten. 


Contact Information:
Coleen LaCosta
Executive Director
[email protected]
5614087779


Press Release Service by Newswire.com

Original Source: Speak Up For Kids Hosts Eighth Annual Winterfest. Holiday Wonderland Serves 500+ Foster Children!
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Australia’s Current International Travel Landscape is on the Come-Up, Says the Australian Bureau of Statistics

Australia’s Current International Travel Landscape is on the Come-Up, Says the Australian Bureau of...

Inspiring Vacations reveals that from tours of Cape York to tours to Egypt, overseas travel is back in a big way for Australians, according to recent research from the Australian Bureau of Statistics (ABS).

Australia’s Current International Travel Landscape is on the Come-Up, Says the Australian Bureau of Statistics
Inspiring Vacations

Inspiring Vacations

MELBOURNE, Australia - December 12, 2022 - (Newswire.com)

After two years of ducking in and out of lockdowns and battling tight restrictions and closed travel borders, Australians have proved that they have well and truly been bitten by the travel bug in 2022. Inspiring Vacations dissects the findings of recent ABS data on international travel from Australia.

As soon as the announcement was made in 2021 that international and state borders would finally reopen for travel, Australians immediately began booking exciting getaways, says Inspiring Vacations. From historical Egypt tours and treks across Thailand to tours to Cape York and everything in between, it seems that every corner of the earth has been filled with Aussie tourists throughout 2022 - but which destinations have been the most popular for Australian travellers?

Recent research conducted by the ABS has revealed that while Australia hasn't yet reached pre-pandemic levels of travel, the country is well on its way there. The data shows that the top 10 most popular locations for international travel from Australia in 2022 have been Auckland, New Zealand; Bali, Indonesia; Queenstown, New Zealand; Christchurch, New Zealand; Fiji; London, United Kingdom; Singapore; Wellington, New Zealand; Bangkok, Thailand; and Los Angeles, United States.

Inspiring Vacations explains the data also revealed an interesting trend: Australians aren't searching for the same, tried-and-true destinations they were travelling to pre-pandemic. Travel research is increasingly inclined to new destinations that Aussie tourists may not yet have visited. Otago, Naples and Saint-Tropez are amongst the top five destinations in which Australians have been booking accommodation this year.

As Australians search for new, exotic destinations, Inspiring Vacations can help tourists plan the perfect trip. Discover everything from guided tours Egypt-wide to Cape York tours and more.


Contact Information:
Inspiring Vacations
Marketing Manager
[email protected]
1300 88 66 88


Press Release Service by Newswire.com

Original Source: Australia's Current International Travel Landscape is on the Come-Up, Says the Australian Bureau of Statistics