WealthTech Today l December 2023
StraightLine’s Rob Rickey was a recent guest on the WealthTech Today podcast where he provides invaluable insights into navigating the intersection of Financial wellness, holistic financial planning, and investment advice. Listen to this insightful conversation, delving into the integration of well-being and financial prosperity in the ever-evolving landscape.
Listen to the podcast: The Merger of Wellness & Wealth with Rob Rickey, StraightLine
BestStocks.com l November 2023
In this BestStocks.com article, Personalized Wealth Management in the Digital Age: How Technology is Enhancing Investment Advisory Services StraightLine is recognized for our efforts to modernize our business model through investments in people, technology, and infrastructure.
Read the article: Personalized Wealth Management in the Digital Age: How Technology Is Enhancing Investment Advisory Services
Elementality l October 2023
In this Elementality podcast, StraightLine's Chief Growth Officer Rob Rickey sheds light on the significance of partnering with employers to deliver education and guidance to employees engaged in their sponsored plans. Rickey explores the benefits of incorporating diverse advice options within a plan to ensure a broader reach and help more individuals access the guidance they require.
Listen to the podcast: Making Quality Advice Available to All with Rob Rickey
GOBankingRates l September 2023
In this recent article from GOBankingRates discussing whether retirees need to move in order to afford retirement, StraightLine's Rob Rickey, CFP® shares his thoughts on steps retirees can take to help them stay where they are in retirement.
Read the article: Think You Have To Move To Afford Retirement? These Financial Steps Can Help You Stay Where You Are
Crain's Detroit Business l August 2023
Rob Rickey is featured in Crain's Detroit Business' People On The Move as he joins StraightLine as Chief Growth Officer.
Read the announcement: Crain's Detroit Business People On the Move: Rob Rickey
WealthManagement.com l August 2023
WealthManagement.com shares the news about Rob Rickey, CFP®, joining the StraightLine team in this RIA Edge RIA Roundup.
Read the article: RIA Roundup: StraightLine Taps Former TIAA Exec to Grow Retirement Plan Business
citybiz l August 2023
The news of Rob Rickey joining StraightLine is the subject of this article by citybiz, which also shares the recent listing in Financial Advisor magazine's 2023 RIA Survey and Rankings.
Read the article: Rob Rickey Joins StraightLine Group to Lead Expanding Focus on Employer-Sponsored Retirement Plans
Family Wealth Report l August 2023
Family Wealth Report shares the news of Rob Rickey joining StraightLine in this Who's Moving Where In Wealth Management article.
Read the article: Who’s Moving Where In Wealth Management – StraightLine Group
yahoo! finance l August 2023
In this news release StraightLine shares the news about Rob Rickey, CFP® joining as Chief Growth Officer and the FA Mag RIA Rankings. Rickey will lead strategic efforts as the firm expands its focus on delivering general education, communication, and advice to individuals in employer-sponsored retirement plans. He first served StraightLine in the capacity of a strategic consultant starting in October 2022 and officially joined the firm full-time in July 2023.
Read the release: StraightLine Hires Rob Rickey to Lead Expanding Focus on Employer-Sponsored Retirement Plans
MoneyWatch l August 2023
In this CBS MoneyWatch article, StraightLine's President and CEO Mike Bisaro speaks about how to determine if CDs are a right fit compared to a savings account or bonds and whether or not investors should open a 6 or 12-month CD based on where interest rates are at: “If the investor is just looking for protection with increased returns over checking or saving rates, laddering CDs of different maturities can be a great strategy.”
Read the article: What are CDs paying right now?
FA Mag RIA Rankings l July 2023
StraightLine is listed in the Financial Advisor Magazine’s 2023 RIA Survey and Ranking, listing the fastest-growing firms and ranking RIA’s by their discretionary and non-discretionary AUM.
Read the article: 2023 RIA Survey & Ranking: Consolidation Crunch Hits Rate Reality
HOUR Detroit l May 2023
Five Star Professional (FSP) bestowed the prestigious Five Star Wealth Managers award upon StraightLine for its outstanding performance during the period from September 5, 2022, to March 3, 2023. Among the 3,550 Detroit-area wealth managers evaluated for the award, only 312 individuals, representing a notable 9% of the candidates, were recognized as the 2023 Five Star Wealth Managers. This accolade highlights the firm's exceptional expertise and dedication to providing top-notch wealth management services to its clients in the region.
Read all about the award: Five Star Professional Award Winners.
TODAY | February 2022
There's a lot of hype surrounding cryptocurrency these days, but it comes with some risks. NBC investigative correspondent Vicky Nguyen shares top tips to consider before investing in crypto.
Read the article: Should you invest in cryptocurrency?
CNBC Financial Advisor 100 | October 2022
Finding the right financial advisor to help with your financial needs and goals can be a very complicated process. There are so many things to consider. Every financial advisor has their own area of expertise. The services provided by financial advisors will vary based on the type of advisor but, overall, a financial advisor will assess your current financial situation — including your assets, debts and expenses — and identify areas for improvement.
Read the article: FA 100: CNBC ranks the top-rated financial advisory firms of 2022
smartadvisor by smartasset | 2022
Straightline is an advisory company that has its headquarters in Troy, Michigan. It handles $1.0 billion in assets under management over 5,694 customer accounts, making it one of the bigger financial advisory firms in the United States by assets under management (AUM). The firm has a small group, including 8 financial advisors.
Read about Straightline Investment Advisor Firm