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Personal and Family Finances
Press Release
Apr 9, 2020
iTrustCapital: Flight to Alternative Assets Drives 78% Increase in Average IRA Rollover Amount
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Press Release
Mar 31, 2020
Nearly 40 Percent of Americans Plan to Use Stimulus to Pay Debt, Credit Expert Says Bankruptcy Better Option
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Press Release
Mar 30, 2020
Sexton Advisory Group Shares Top Tips for 2020 Tax Prep
Financial Professional Steve Sexton Helps Ease Financial Stress During an Uncertain Tax Season
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Press Release
Mar 26, 2020
Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis
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Press Release
Mar 26, 2020
Stratus Wealth Advisors Offers Complimentary Financial Consultations
Sam Brownell will provide professional experience, insights to Local Maryland Community
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Press Release
Mar 25, 2020
New Service From The Client Driven Practice Helps Financial Advisors Identify Client Communication Needs and Preferences During Times of Duress
Stephen Wershing leads team of trained facilitators to provide crisis communications service via virtual client focus groups
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Press Release
Mar 25, 2020
Puut Wallet Changes Brand Name and Corporate Identity to Paiblock
Puut Wallet changes Brand Name and Corporate Identity to Paiblock to highlight digitization, tokenization, and predictive analytics.
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Press Release
Mar 19, 2020
Oranj Adds Active Asset Management to Its Model Marketplace for Financial Advisors
Allianz Global Investors joins the growing list of asset managers on Oranj's custodian-agnostic platform
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Press Release
Mar 11, 2020
Snappy Kraken Webinar to Focus on Reaching Prospects During Volatile Markets
Opportunity to Win Clients Is Greatest During Uncertainty
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Press Release
Mar 11, 2020
TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion
New integration with Flyer available to automate trading with third-party portfolio management and rebalancing platforms.
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Press Release
Mar 9, 2020
iTrustCapital Reports 280% Increase in Accounts, Fueled by Tax-Savvy Cryptocurrency Investors
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Press Release
Mar 5, 2020
Snappy Kraken Steals Market Share From Digital Content Marketing Competitors
Interest and Adoption Fuel Triple-Digit Growth
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Press Release
Mar 3, 2020
Sexton Advisory Group Shares 4 Ways the SECURE Act Affects Retirement Planning
Financial Expert Steve Sexton Weighs in on How New Bill Impacts Retirement Savings
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Press Release
Feb 21, 2020
Centurion Wealth Management is Pleased to Announce That Darren Colananni, CFP®, ChFC®, CIMA®, CPWA®, Has Joined the Firm in Their McLean, Virginia Office
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Press Release
Feb 20, 2020
Center for Financial Planning, Inc. Announces Two Advisors on Forbes Best-in-State Wealth Advisors 2020
Detroit-area wealth management firm boasts multi-year winners, celebrates 35 years of financial advisory service
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Press Release
Feb 20, 2020
Indyfin, a Unique Growth Solution for Financial Advisors, Launches in Texas
New prospecting technology provides introductions with no upfront costs; advisors pay only when prospects become clients
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Press Release
Feb 19, 2020
'Sanity-Saving' Mother Lauren Greutman on Family Finance 101 on Tips on TV Blog
Top Consumer Savings Expert Lauren Greutman shares easy ways consumers can take back control of their Money in 2020.
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Press Release
Feb 17, 2020
CEO of Mako Medical Announces Launch of New Pharmacy Program Aimed at Free Medication
Mako Medical Laboratories announced a new program developed to help families get access to over 300 different medications for free.
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Press Release
Feb 17, 2020
Redi2's BillFin™ Selected by CircleBlack for Advanced Fee Billing Partner
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Press Release
Feb 17, 2020
Timeline's Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference
CEO Abraham Okusanya shares new features of the Timeline platform during mainstage presentation
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Press Release
Feb 14, 2020
IRSProb.com's Randy Martin Earned the Certified Tax Resolution Specialist Designation
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Press Release
Feb 13, 2020
RightCapital Introduces RightPay
An innovative payment solution integrated with the RightCapital platform helps advisors collect periodic or one-time payments for financial planning service
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Press Release
Feb 12, 2020
Oranj Named to 2020 List of Best Places to Work in Financial Technology
The growing Chicago-based technology provider is recognized for its team-first culture, unique office space, and healthy work/life balance.
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Press Release
Feb 10, 2020
Mako Medical Laboratories Focuses on New Program Targeted at Helping Seniors
Mako Medical launches 'No Seniors Left Behind' in an effort to help those that struggle with access to care
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Press Release
Feb 5, 2020
Oranj Adds New Low-Cost, Liquid Investment Solutions to Its Model Marketplace for Financial Advisors
IDX Advisors join the expanding list of asset managers on the custodian-agnostic platform
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Press Release
Feb 4, 2020
Sexton Advisory Group Offers Up Insider Tips to Protect Against Tax Season Fraud and Identity Theft
Financial Expert Steve Sexton Helps Consumers Stay Safe from Scammers this Tax Season
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Press Release
Feb 4, 2020
Artisan Financial Strategies Reveals New Research in White Paper: 'Designing Your Economic Masterpiece in a Man's World'
Financial Advisor Meredith Moore Launches New Brand Focused on Providing Financial Education to Help Women Build Confidence and Develop Money Mastery
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Press Release
Jan 28, 2020
Timeline Retirement Planning Software and Redtail Technology Announce Integration
Integration gives advisors ability to easily import client data for efficient creation of sustainable retirement plans
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Press Release
Jan 28, 2020
Tax Preparation by Qualified and Experienced Tax Professionals Without Going Into an Office
QuiqTax Offers Special Discounts This Tax Season on Professionally Prepared Taxes the Easy Way.
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Press Release
Jan 24, 2020
Centurion Wealth's Wendy Payne Named by Forbes as One of the Best Financial Advisors in Virginia
Certified Estate Planner, Certified Senior Advisor and Founding Partner of Centurion Wealth Management, Wendy Payne, recognized as a Forbes' 2020 Best in State Wealth Advisor.
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Press Release
Jan 23, 2020
Sandra Nesbit Launches New Consulting Company: Mainsail Capital Group
Former financial advisor will use first-hand experience as a client-facing wealth manager who successfully navigated from wirehouse workplace to independently owned boutique RIA to merging with a larger nationally known RIA.
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Press Release
Jan 15, 2020
Fidato Wealth Announces Two-Night Retirement Planning Course
CFP Tony D'Amico to Teach Proven Financial Planning Strategies Through Highland Community Education
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Press Release
Jan 8, 2020
Snappy Kraken Reveals New Advisor Marketing Trends
9.3 million data points based on real digital marketing campaigns to be explained during live broadcast focused on business growth insights
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Press Release
Jan 2, 2020
Sexton Advisory Group Shares Three Retirement Resolutions to Make in 2020
New Year, New Outlook on Retirement, Thanks to Financial Professional Steve Sexton
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Press Release
Dec 27, 2019
Author Pays Off $27,000 of Debt in 11 Months by Recording Tiny Daily Money Choices
Author Says Success with Money Comes Down to Tiny, Everyday Choices
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Press Release
Dec 17, 2019
Cleveland-Area Financial Planner Kenneth F. Robinson Receives 2019 Bert Whitehead Visionary Award From the Alliance of Comprehensive Planners
Robinson's firm, Practical Financial Planning, named to Thrive Awards List of fastest-growing independent financial advisors in 2019
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Press Release
Dec 9, 2019
Sexton Advisory Group Presents Four Hacks for Minimizing Financial Stress During the Holidays
Financial Professional Steve Sexton Keeps Spirits Bright with Best Practices for Managing Holiday Expenses
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Press Release
Dec 2, 2019
Learn to Beat Wall Street With Kevin J. Davey's New Book
New Publication Details How Novice Investors Surpassed Wall Street Benchmarks by 101%
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Press Release
Nov 21, 2019
Keen Wealth Advisors Supports Angel Flight Central's Annual Benefit Gala as Lead Sponsor
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Press Release
Nov 20, 2019
Fidato Wealth Advisors Selected for Leadership Medina County's 'Signature Class'
Middleburg Heights financial services firm also makes 2019 "Thrive List" based on WealthManagement.com's focused criteria.
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Press Release
Nov 19, 2019
Stearns Financial Group Recognized by Citywire RIA Magazine as a 'Future 50' Financial Advisory Firm
North Carolina Fee-Only Wealth Management Firm Named to Citywire's Future 50 List
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Press Release
Nov 15, 2019
Donald W. Nicholson Sr. Offers Insights About Wealth Management and Stewardship at Advisor Thought Leader Summit
Rockhurst University provides educational setting as Delaware-based Nicholson shares firm story in interview with PBS MoneyTrack show host Pam Krueger.
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Press Release
Nov 13, 2019
Sexton Advisory Group is Preparing Clients for the Unexpected With an Ensemble Approach to Financial Planning
Retirement Planning and Insurance Expert Steve Sexton Empowers Clients with a One-Stop Financial Shop
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Press Release
Nov 7, 2019
Optima Asset Management Relocates, Announces New Website
Dallas-based independent Registered Investment Advisor has been putting clients' interests first for almost 25 years
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Press Release
Nov 6, 2019
Mattern Wealth Management to Deliver Personalized, Fee-Only Financial Services as SEC Registered Investment Advisor
Veteran advisor David Mattern leads new Kansas-based firm with focus on clients first, delivering clear, comprehensive knowledge.
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Press Release
Nov 6, 2019
Timeline Wins Second Place at Money20/20 Startup Academy Competition in Las Vegas
Retirement income software makes it to the final round, wins $5,000 prize and venture capital interest
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Press Release
Oct 31, 2019
Inside the RIA Deal Room: Advisor Growth Strategies, With Support From BlackRock, Unveils New M&A Study
Changing dynamics within the RIA M&A landscape revealed, misconceptions of deal mechanics debunked
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Press Release
Oct 30, 2019
Timeline Retirement Income Software Integrates With Morningstar ByAllAccounts for Investment Data Aggregation
Integration gives financial advisors ability to import data directly from all investment institutions in the US
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Press Release
Oct 28, 2019
Snappy Kraken Names Riskalyze, Mariner Wealth Executives to Board of Directors
Three new board members will bring high-level business experience and fresh perspectives to award-winning marketing solution for financial advisory firms.
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Press Release
Oct 23, 2019
Kansas-Based Wealth Advisors Bill Keen and Matt Wilson Provide Insights at Advisor Thought Leader Summit
Wilson shares firm story in interview at Rockhurst University. Keen shares best practices for serving clients; does interview with PBS show host.
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Press Release
Oct 22, 2019
At ZayZoon, We Are So Over Overdraft
ZayZoon Introduces Personal Finance Tools to Further Combat Predatory Fees
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Press Release
Oct 22, 2019
Timeline Retirement Income Software Integrates With SS&C's Black Diamond® Wealth Platform to Power Robust Retirement Plans
Integration gives advisors seamless access to critical data
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Press Release
Oct 17, 2019
Howard Lutz of Intercontinental Wealth Advisors Shares Professional Insights on Challenges of Family Wealth
Thought Leadership and First-Hand Experience Helps Families with Significant Means Establish Multigenerational, Values-Driven Legacies
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Press Release
Oct 17, 2019
Heron Wealth Recognized by Citywire RIA Magazine as 'Future 50' Financial Advisory Firm to Watch
New York, Fee-Only Wealth Management Firm Named to Elite List of Fiduciary Investment Advisors
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Press Release
Oct 14, 2019
Bernhardt Wealth Management to Honor Executives Demonstrating Character in Leadership
U.S. Army Col. Gregory D. Gadson (RET) to speak and inspire at annual business award celebration
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Press Release
Oct 8, 2019
Oranj Adds New Choice and Customization Options to Its Model Marketplace for Financial Advisors
Franklin Templeton and Teton Advisors join the expanding list of asset managers on the custodian-agnostic platform
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Press Release
Oct 4, 2019
Eighth Annual Rocktoberfest in Chicago Happening Oct. 10, 2019
Fundraiser for charity A Leg to Stand On will take over City Winery with music on two stages
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Press Release
Oct 1, 2019
Oranj Launches Client Success Team to Provide White Glove Service and Support Ease-of-Adoption for Financial Advisors
Customized onboarding and ongoing support reduces complexity for financial advisors, and optimizes their experience with the Oranj platform.
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Press Release
Sep 25, 2019
Oranj Launches Real-Time Notifications on Its Wealth Management Platform for Financial Advisors
Summer interns supervised by tenured software engineers show how new, emerging talent can be applied to financial technology applications
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Press Release
Sep 23, 2019
Kinetic Financial Reveals the Top Three Retirement Planning Tips
Leading Los Angeles Financial Planning Firm Empowers Americans to Confidently Plan for Retirement
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