Stone Wealth Management announced they are now situated in their new office space at 4210 Spicewood Springs Rd, Bld. E in Austin, TX. The new office space will allow the firm to add more staff, host more events, and meet client demands. In addition, the firm was named to a list of top financial planning firms in Austin, specialties have been declared, and a new graduate of Texas Tech’s Personal Financial Planning program has joined the firm.

​Joel Bruckenstein, president of Technology Tools for Today (T3), has launched registration for the T3 Advisor and T3 Enterprise conferences. Formerly run as two separate events at different venues at different times of the year, the post-pandemic plan for 2021 is to run the two events back-to-back beginning Monday September 27 and concluding on Friday, October 1, 2021, in Denton, Texas. 

​Snappy Kraken, an automated growth program for financial advisors, today announced the closing of $6 million in Series A financing. Led by FINTOP Capital, the round was joined by Flyover Capital and 1248 Holdings, both of which participated previously in a 2019 seed round.

​Connecting with clients just got more streamlined for financial advisors, as Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, and Advisor Websites, a leading provider of personalized websites with built-in digital marketing solutions for financial services professionals, recently announced a new integrated partnership.

​With the new tax deadline of May 17 looming for much of America (and June 15 for states impacted by the February storm), seven certified members of the Alliance of Comprehensive Planners (ACP), have provided an array of tax tips to help the general public and those who are still in the midst of or soon to be preparing their 2020 tax returns. A community of tax-focused financial planners who provide comprehensive planning strategies for their clients on a commission-free retainer basis, ACP members adhere to fiduciary standards, which means that they are legally and ethically bound to put their clients’ best interests first. 

Redi2 Technologies, Inc. announced that Beutel, Goodman & Company Ltd., a Canadian independent investment manager with over $40 billion in assets under management, has implemented the Redi2 Revenue Manager™ platform. 

Holistiplan announced that Buckingham Strategic Wealth, headquartered in St. Louis, Missouri, has added Holistiplan’s tax planning software to its tech stack. Holistiplan is an award-winning tax planning software for financial advisors, built to systematize and automate the process of reviewing a client’s tax return to find potential planning opportunities. The multi-year agreement with Holistiplan will provide Buckingham advisors critical insight into their clients’ tax circumstances in order to provide a deeper financial planning experience. 

HawsGoodwin Wealth announced that President and Managing Partner Cam Goodwin successfully achieved the Certified Exit Planning Advisor (CEPA) designation, the most widely accepted and endorsed professional exit planning certification program in the world.
 
“Exit planning is simply good business strategy for owners of privately-held companies,” says Goodwin. “It helps create value now by addressing all the business, personal, financial, legal and tax issues involved in the eventual transition of your business.”

Snappy Kraken announced that they will be presenting a live webinar on Tuesday, February 23rd at 3pm EST / 12pm PST, covering their 2021 State of Digital Marketing Report, a comprehensive, data-filled report all about what's working in digital marketing for financial advisors.

​TheWealthAdvisor.com announced their annual issue of “America’s Best TAMPs – 2021 Edition,” which features thirty of the top TAMPs in the U.S.A. TAMP or turnkey asset management program is typically a fee-account technology platform that advisors, broker/dealers, insurance companies, banks, law firms, and CPA firms can use to help oversee and optimize the return of their clients’ investments. 

Holistiplan announced a new feature called “Tax Prep Letter.” With this feature, advisors can efficiently and accurately create a personalized letter that will highlight all their clients’ tax planning items from 2020. The “Tax Prep Letter” functionality allows advisors to track tax planning tasks executed throughout the year and then consolidate those executed actions into a client or CPA deliverable to be used in the client’s tax preparation.

cleverDome, Inc.™, a Phoenix-based B-Corporation that provides a community-driven solution to protect confidential consumer information by taking that information “Under the Dome”™ (i.e. secure and off the open Internet), today announced an agreement with Silver Oak Securities, Inc. to move its entire partner and advisor business “Under the Dome,” using the unique service provided by cleverDome. Silver Oak Securities is a rapidly growing firm based in Tennessee that has 130 offices across the US. 

​As the unpredictability of the market in 2020 has shown, having a comprehensive wealth plan based upon a person’s values, goals, and resources that they can stick to during times of instability is paramount. To help educate Northeast Ohio area residents on creating a retirement plan, Fidato Wealth, an independently owned and operated fiduciary financial advisory firm located in Middleburg Heights, announced an online continuing education course, titled Retirement Planning Today®, which is scheduled to begin later this month, with a second session in early February.

CoastalOne held their 2020 Due Diligence and Compliance Conference last week at The Ritz-Carlton in Sarasota, Florida, taking place Monday, January 4th through Wednesday, January 6th 2021.

​Snappy Kraken announced that they will be hosting a live webinar covering what RIAs need to know about the new SEC marketing rules. During the live webcast, which will be held on Friday, January 15th at 4pm ET and is open for registration now, two respected compliance experts will clarify what financial advisors can and can’t do under the new rules. 

In 2021, we will see a new Presidential Administration and continued Congressional debates. With it will come new opportunities and challenges. Join Buckingham Advisors for a three-part webinar series in January as they address questions on the minds of individual investors and small business owners:

1. Financial Planning Considerations Under a New Administration and Congress
2. Current Trends and the Potential Impact from Washington on the Financial Markets
3. The Latest Relief Package and What it Offers for Small Businesses

InvestmentNews has recognized Haleh Moddasser, Partner and Senior Wealth Advisor at Stearns Financial Group, as a 2020 Women to Watch honoree. Moddasser was chosen from several hundred nominations from across the country, for her leadership, contributions and impact in the financial advice industry.