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Personal and Family Finances
Press Release
Sep 19, 2019
Gordon J. Bernhardt Awarded 2019 Vistage Lifetime Achievement Award
Executive recognized for his stand-out leadership and exceptional impact on regional business community
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Press Release
Sep 19, 2019
Oranj Will Rock Out for Charity as VIP Sponsor at Eighth Annual ALTSO Rocktoberfest-Chicago
Financial services colleagues invited to enjoy a night of rock & roll to raise funds for free orthopedic care for children in need.
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Press Release
Sep 18, 2019
Snappy Kraken Named WealthManagement.com 2019 Industry Awards Winner
"Visual Insights" Recognized for "Social Media Leadership"
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Press Release
Sep 17, 2019
Centurion Wealth's Sterling Neblett Named by Forbes as One of the Best Financial Advisors in Virginia
Certified Financial Planner and Founding Partner of Centurion Wealth Management, Sterling D. Neblett, listed on Forbes' 2019 Best-in-State Next-Gen Wealth Advisors
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Press Release
Sep 17, 2019
The Berry Group Launches in Worcester to Deliver Personalized, Fee-Only Financial Planning as Registered Investment Advisors
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Press Release
Sep 17, 2019
Alliance of Comprehensive Planners Announces New Podcast Series
In 'Practical Wisdom from ACP Financial Advisors,' Certified ACP Members share how they became successful, commission-free, retainer-based, tax-focused financial advisors
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Press Release
Sep 12, 2019
Bernhardt Wealth Management Celebrates 25th Anniversary With Top Advisor Recognition
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Press Release
Sep 9, 2019
New Funding for Zoe Financial to Build the Future of Financial Advice
Digital fintech marketplace raises $3M after strong traction
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Press Release
Sep 5, 2019
Tiller Money Launches New Google Sheets Platform to Instantly Automate Personal Finances in Spreadsheets
Introducing the Tiller Money Platform for Google Sheets, with all-new tools that instantly automate personal finance tracking in any Google Spreadsheet, along with a free library of templates and a vibrant new user community
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Press Release
Sep 4, 2019
Jumpstart Joins MERJ to Offer US Investors Regulated Exposure to Tokenized Securities
The Seychelles exchange's collaboration with Jumpstart and Prime Trust enables U.S. accredited investors to participate in the upcoming MERJ offering
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Press Release
Sep 4, 2019
Fidato Wealth Announces Up-Coming Retirement Planning Course, Offered Through Highland Community Education
Tony D'Amico, Company CEO, Offers Two-session Course, including How to Create Your Own Goals for a Successful Retirement
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Press Release
Aug 29, 2019
RightCapital Provides Right Tools for Financial Planning Students
Twenty Universities Using Award-Winning Software to Educate Students Train for Professional Positions, Give PFP Students a "Leg Up"
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Press Release
Aug 16, 2019
Protect Your Retirement! Learn What It Takes to Have a Solid Plan Saturday, August 24th in San Ramon
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Press Release
Aug 16, 2019
Strategies to Maximize Social Security Income August 22 and 24 in San Ramon
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Press Release
Jul 31, 2019
CFSC is Launching a Back to School Savings Promotion on Pre-Paid Debit Cards in August
CFSC is waiving the initial activation fee on pre-paid debit cards during the month of August.
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Press Release
Jul 23, 2019
Austin Private Wealth Announces New Brand, Registered Investment Advisor Status
Fiduciary mission is catalyst as the Texas-based independently-owned and operated financial advisory firm focuses on serving a select clientele with sophisticated needs
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Press Release
Jul 18, 2019
Waller Tops Tennessee Private Wealth Category in Chambers High Net Worth Guide
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Press Release
Jul 8, 2019
Fidato Wealth Announces Christmas in July Supply Drive with Local Cleveland Charity 'Shoes and Clothes for Kids'
Middleburg Heights Financial Planning Firm Announces Drop off Location for School Supplies for Local Area School Children
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Press Release
Jul 3, 2019
Alliance of Comprehensive Planners Provides Tax Tips That Will Help Save Money
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Press Release
Jun 27, 2019
Oranj Unifies Trading and Rebalancing Technology Under Single Platform and Brand
TradeWarrior trading and rebalancing technology now powered with account aggregation, advisor dashboard and investor portal on the free Oranj platform.
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Press Release
Jun 20, 2019
Advisor Thought Leader Summit Slated for August 2019
Pam Krueger of PBS Fame to Headline Interactive, On-Camera Media Training at Rockhurst University in Kansas City
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Press Release
Jun 20, 2019
Bob Roberts Joins Legacy Capital as Chief Operating Officer
Former Baptist Health CFO Brings Strategic Growth Expertise to Leading Little Rock Wealth Management Firm
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Press Release
Jun 19, 2019
Financial Advisor Jeanne Carlson Smith Shares Professional Insights on Steps to Achieve Ideal Aging
Helps Clients Prepare Well for a Longer Life
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Press Release
Jun 19, 2019
Oranj Named Finalist in Multiple Categories of WealthManagement.com 2019 Industry Awards
The wealth management platform recognized for its new investor portal and model marketplace.
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Press Release
Jun 18, 2019
Home Affordability Reinvented by Grow Nest Egg LLC ®
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Press Release
Jun 18, 2019
Snappy Kraken Named WealthManagement.com 2019 Industry Awards Finalist
MarTech Company Recognized in Two Technology Provider Categories
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Press Release
Jun 17, 2019
Callahan Financial Planning Opens Marin County Financial Advisory Practice in San Rafael, California
Fee-Only Financial Advisors Now Available for Retirement Planning, Investment & Concentrated Stock Advice, Income Tax Preparation & Planning, and More in San Rafael
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Press Release
Jun 13, 2019
Stratus Wealth Advisors Expands Services to Small Business Clients
Sam Brownell Approved as Certified Valuation Analyst® Professional
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Press Release
Jun 6, 2019
Bay Area Native, Matt Faubion, Joins Catalyst Private Wealth as Wealth Strategist
Will Drive Comprehensive Financial Planning Initiatives for High Net-Worth Technology Entrepreneurs
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Press Release
Jun 3, 2019
Veterans Association of Real Estate Professionals (VAREP) Hosting a VA Housing Summit in Twin Cities on June 8
Close to 145,000 veterans throughout The Twin Cities are eligible for local and federal programs that can save them money on housing, energy costs, insurance and property taxes.
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Press Release
May 31, 2019
BillCutterz Celebrates 10 Years of Success
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Press Release
May 23, 2019
Rapunzl Hosts College Investment Competition Sponsored By Fidelity Investments®
Simulated Stock Competition was Hosted at 11 New England Colleges for $10,000 in Prizes
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Press Release
May 15, 2019
Zoe Financial Wins FinTech Startup Competition at the Annual Morningstar Conference
Zoe's strong traction in the mass affluent wealth management market wins the judges over
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Press Release
May 10, 2019
Grow Nest Egg® Launches Personal Finance Apps to Assist Individuals in Achieving Financial Goals
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Press Release
May 10, 2019
TradePMR Named a Winner of 2019 Excellence in Customer Service
The technology and custody services provider recognized for 'white glove' approach to service and responsiveness to financial advisor requests
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Press Release
May 7, 2019
Hilltop Wealth Solutions Hosting Open House to Celebrate New Office Space and Independent Status
North Central Indiana Firm on a Mission to Spread the Word about Fiduciary Financial Planning and Advice, Puts Clients' Interests First
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Press Release
Apr 30, 2019
Oranj Named to Inaugural WealthTech 100 List
The Chicago-based technology firm earns a spot on the global list of innovative companies serving wealth and asset management industries
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Press Release
Apr 24, 2019
Independent Financial Partners Selects Redi2 for Fee Billing, Revenue Management Solutions
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Press Release
Apr 23, 2019
Hypur Brings Nationwide Payments Solution to Cannabis Consumers and Merchants
Hypur, Inc. announced that its reliable and secure electronic payment solution is now available for state legal marijuana-related businesses (MRBs) throughout the United States. Through its compliance technology, point-of-sale integrations, and payment solutions capabilities, Hypur provides complete transparency to the cannabis payments process.
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Press Release
Apr 23, 2019
TradePMR Launches Augmented Reality Technology for Advisor Recruitment
The technology and custodial services provider announces dates, speakers for annual advisor conference Synergy
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Press Release
Apr 12, 2019
Money Manager Urges More Emphasis on 'Controllables' in Retirement Planning
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Press Release
Apr 10, 2019
Important Information to Know About Taxes in 2019 From Expert Winnie Sun From TipsonTV Blog
TV Financial Expert Winnie Sun of the Popular RENEGADE MILLIONAIRE Podcast Shares Timely and Important Information for Tax Season
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Press Release
Apr 10, 2019
Rosenthal Wealth Management Top Ten Do's and Don'ts for That Tax Return Check
IRS Says Average Return Checks are 1.3 percent Higher
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Press Release
Apr 3, 2019
Oranj Continues Customization Crusade, Expands Free Model Marketplace
Anchor Capital, Natixis and Putnam join the growing list of asset managers on the custodian-agnostic platform
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Press Release
Apr 2, 2019
Possible Finance Receives $30M Facility From Park Cities Asset Management, Launches in Texas and Soon to Launch in Ohio
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Press Release
Mar 29, 2019
Veteran Retirement Experts at Stearns Financial Group Offer Insights on Mars and Venus of Retirement
New insights provide a roadmap for navigating relationship issues and aging realities
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Press Release
Mar 21, 2019
NCA Financial Planners Named a Forbes Best-in-State Wealth Advisor for the 2nd Consecutive Year
'We have been acting as fiduciaries for over 30 years in helping our clients send their children to college, retire when they want, and everything in between.'
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Press Release
Mar 21, 2019
Snappy Kraken Integrates With Redtail
Ready Access to Leading CRM System Facilitates Advisors' Automated Marketing Success
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Press Release
Mar 19, 2019
ATA RiskStation™ Now Available on Fusion Capital Management Turnkey Asset Management Platform
The compliance dashboard will drive comprehensive portfolio risk assessment and risk monitoring for the billion dollar TAMP to give advisors an operational edge
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Press Release
Mar 13, 2019
Oranj Delivers Award-Winning Account Aggregation and More to MoneyGuide Users for Free
New integration seamlessly connects MoneyGuide's sophisticated financial planning capabilities with Oranj's comprehensive wealth management software to easily identify held-away accounts
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Press Release
Mar 5, 2019
Snappy Kraken Earns Spot on List of 2019 Best Places to Work in Financial Technology
Florida-based MarTech firm continues to earn high praise from industry insiders and financial advisors adopting their omni-channel marketing system.
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Press Release
Mar 5, 2019
TradePMR Named One of the Best Places to Work in Financial Technology in 2019
Employees and judges agree: TradePMR has a great culture.
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Press Release
Feb 28, 2019
Oranj Named to 2019 List of Best Places to Work in Financial Technology
The growing Chicago-based wealth management technology provider recognized for culture of open communication and employee support for the annual award.
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Press Release
Feb 26, 2019
Chicagoland's Financial Elements Inc. Celebrates 10th Anniversary
Financial Advisor Brenda Knox, CFP®, Emphasizes Community Service, Fiduciary Standards as Next Decade Begins
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Press Release
Feb 19, 2019
TradePMR Earns Top Marks for Custody Platform Satisfaction in 2019 Software Survey
Fusion technology received numerous updates in 2018, advisor requests continue to drive roadmap.
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Press Release
Feb 14, 2019
Centura Wealth Advisory Adds Deep Experience to Its Bench
Two advisors join Centura Wealth, a rapidly growing RIA focused on serving high net-worth clients who want freedom from their wealth burdens
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Press Release
Feb 12, 2019
Denver-Based Mattern Capital Management Announces Status as Registered Investment Advisor
Perry Mattern Emphasizes Mission: To Better Serve Clients as an Independent Wealth Management Firm
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Press Release
Jan 8, 2019
Western Mutual Insurance Group A+ Superior Rating Affirmed by AM Best
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Press Release
Dec 26, 2018
SOL Wallet - New Neobank is Coming to South Africa
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Press Release
Dec 20, 2018
Archie Ponce Earns CERTIFIED FINANCIAL PLANNER™ Designation
Optima Asset Management Advisor Completes Extensive Requirements
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