Nina O'Neal contributes article regarding technology and business continuity to Bank Investment Consultant Magazine.
Nina O'Neal shares the story of how fires in downtown Raleigh did not interrupt the firm and how the implementation of financial technology is critical for advisers for business continuity, office efficiency, and client communication.
Nina O'Neal contributes article to Financial Planning Magazine regarding our multi-generational practice
October 2017 - Nina O'Neal shares our story of how we have built a successful multi-generational practice - by giving the same service and care across all generations.
Nina O'Neal served as speaker for Financial Planning Magazine's Disrupt | Advice Industry Conference in NYC
September 2017 - Nina O'Neal spoke about how our firm has integrated technology and tried to enhance the client experience as well as optimize operational processes and procedures during the Financial Planning Magazine Disrupt | Advice industry conference in New York, NY.
Matt Archer quoted in Investors Business Daily discussing how advisors can help clients to fight fraud
September 2017 - Matt discusses with Investors Business Daily how advisors must serve as anti-fraud advocates for their clients.
View Matt's advice here:
Nina O'Neal invited to participate in exclusive InvestmentNews Future of the Industry Think Tank in NYC
June 2017 - Nina O'Neal was invited to participate, along with only 37 other financial service professionals, in an exclusive Think Tank hosted by InvestmentNews about the Future of the Financial Services Industry. The group spent all day at the University Club in New York, NY in discussion of what they see among changes in client communication, investment management, technology, and many other topics. InvestmentNews used this information to create informational white papers, reports, and articles to inform the industry on what the future may look like.
Matt Archer quoted in US News discussing mistakes that could shrink your retirement wealth
June 2017 - US News discussed with Matt common mistakes that can shrink your retirement wealth.
View Matt's advice here:
Matt Archer discusses with Investment News the consolidation taking place in the independent advisor space
June 2017 - Investment News discusses with Matt the rise of independent advisor firms consolidating, and the process involved with bringing on a new business.
View Matt's advice here:
Nina O'Neal quoted in US News discussing tips for a better retirement
June 2017 - US News quoted Nina in an article discussing two key tips that lead to a better retirement, working longer, and delaying social security.
View Nina's advice here:
Nina O'Neal is highlighted in Advisor Websites' article about women in the financial services industry
April 2017 - Advisor Websites wrote an article, "Nina O'Neal: Spotlight on Women in the Financial Industry", to gain insight about the lack of women's presence in the financial industry today. Nina shares her accomplishments and provides financial advice about why this shortage has occurred and how to overcome it.
View her spotlight here:
Nina O'Neal discusses with TheStreet on retirement mistakes to avoid
December 2016 - TheStreet speaks with Nina O'Neal in "5 Biggest Mistakes Couples Make in Retirement Planning" about the dangers of prematurely purchasing a retirement home.
Click here to find out how to avoid this mistake:
Nina O'Neal interviews with Investor's Business Daily on Social Security Planning
August 2016 - Nina O'Neal discusses how Archer Investment Management handles Social Security planning with Investor's Business Daily in their article "Advisors Guide Clients Through The Complexities of Social Security".
Read how she prevents misguided decision-making in the process:
Matt Archer addresses the Brexit fallout with InvestmentNews
July 2016 - Matt Archer interviews with InvestmentNews to address common reactions during the Brexit fallout in "Lessons from a week of highs and severe lows with clients".
Find out what he has to say on the issue:
Nina O'Neal speaks with The Washington Post on budgeting practices
July 2016 - Nina O'Neal interviews with The Washington Post to discuss the realities of budgeting in "The make-or-break factor in retirement: Keeping a budget".
View the article to read her tips:
Nina O'Neal selected to commentate InvestmentNews' Practice Makeover
July 2016 - InvestmentNews selected Nina O'Neal to provide strategies and tips to other businesses in the finance industry on Season 5 of "Practice Makeover". She gives insight on the importance of customer relationship management technology in the workplace.
View her recommendations:
Nina O'Neal named one of InvestmentNews' 40 Under 40
June 2016 - InvestmentNews named Nina O'Neal as one of its 2016 40 Under 40. Based on accomplishments to date, contributions to the financial advisory industry, leadership and promise, she was chosen from more than 800 nominations.
Read her feature in the June issue to hear her story:
Archer Investment Management featured on InvestmentNews' Practice Makeover
January 2016 - InvestmentNews chose to cover Archer Investment Management on its video series "Practice Makeover".
Watch the appearance on Season 4:
Matt Archer named one of the Triangle Business Journal's 40 Under 40
May 2011 - The Triangle Business Journal named Matt Archer as one of their 40 Under 40 Leadership Award winners. Recipients are chosen based on their contributions to their professional careers and to the community.
Read his interview to find out more about Matt and the award: