by Cindy Joyce | Sep 14, 2023 | Agili Team Members, Financial Planning
RIABiz.com recently published an article about Tom Bradley’s oversight of custodian TD Ameritrade’s conversion to Schwab. Agili President, Michael Joyce, was featured in the article and provided comments: “Right before the Labor Day weekend merger,...
by Cindy Joyce | Aug 31, 2023 | Agili Team Members, Financial Planning
Peter Byrd, CFP®, a Financial Planning and Portfolio Analyst in our Richmond office, has earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification. About the CERTIFIED FINANCIAL PLANNER™ Certification Administered by the CFP Board, the CERTIFIED FINANCIAL...
by Cindy Joyce | Aug 11, 2023 | Agili Team Members
Written by Kyle Joyce Every day at Agili begins the same — I walk in and am greeted by everyone in the office. The friendly environment at Agili immediately extinguished any anxiety I had when I initially started. After I get to my desk, I log on to my computer....
by Cindy Joyce | Jul 27, 2023 | Agili Team Members
Agili Named one of America’s Top RIAs by Financial Advisor Magazine We are very proud to announce that, once again this year, Agili has been named one of America’s Top RIAs in 2023 by Financial Advisor Magazine. Ranking Eligibility To be eligible...
by Cindy Joyce | Jul 6, 2023 | Agili Team Members
Michael Joyce Included on the “100 RIAs to Watch” List We are very proud to announce that, once again this year, Michael Joyce was named one of AdvisorHub’s 2023 Advisors to Watch. He is included on the 100 RIAs to Watch list. According to...
by Cindy Joyce | Jun 9, 2023 | Agili Team Members, Taxes
by Adrienne Martin At Agili, we enjoy going above and beyond on behalf of our clients. As a team, we make every effort to do so, and we often share our knowledge internally so that we can help clients in similar situations. We thought we would share some...
