Pittsburgh CPA/Attorney, James Lange, President of Lange Financial Group,  published his latest book, The IRA and Retirement Plan Owner's Guide to Beating the New Death Tax: 6 Proven Strategies to Protect Your Family from the SECURE Act. The book aims to help save readers and their families hundreds of thousands of dollars due to IRS tripwires buried in the new SECURE Act, selects charity to receive book proceeds. 

Oranj announced that ROBO Global has joined the growing list of best-in-class asset managers to make their technology investment services and ETFs available on the free to low-cost Oranj platform.     

The Alliance of Comprehensive Planners (ACP) announced that one of its certified ACP members, Courtney Ranstrom, has been named to the 2020 InvestmentNews 40 Under 40 list. The InvestmentNews 40 Under 40 project highlights young talent in the financial advice industry.

Women on Top: Women, Wealth & Social Change, the newest book by Haleh Moddasser, CPA, Partner and Senior Advisor at Stearns Financial Group (available on Amazon.com), launches during a time of social and economic pain in the nation. As individuals contemplate fiscal, healthcare and social inequalities, Moddasser unwraps the logic for values-based investing as a means of helping women influence the changes they want to see in the world without sacrificing their own financial security.

Snappy Kraken, on July 28, 2020, revealed the results of a comprehensive analysis of investment adviser marketing trends during the first half of 2020. Results show major shifts as advisers worked to reach current and prospective clients as the Covid-19 pandemic took hold.

Oranj announced that Liberty One Investment Management, a solution-focused third-party asset manager, has joined the growing list of best-in-class asset managers who have made their solution available on the free to low-cost Oranj platform.

Timelineapp Tech Limited (Timeline) and Seven Investment Management (7IM) announced an integration partnership that will give 7IM advisers the ability to capture data, such as client details and account holdings, and easily integrate it into the Timeline platform.

Oranj announced that Liberty One Investment Management, a solution-focused third-party asset manager, has joined the growing list of best-in-class asset managers who have made their solution available on the free to low-cost Oranj platform.  

​Throughout history, society has gone through pandemics, times of social unrest and stock market volatility, which create uncertainty in planning for the future. One thing remains true: having a comprehensive wealth plan based upon a person’s goals, values and best interests 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, scheduled to begin later this month.

Timelineapp Tech Limited (Timeline) announced the launch of their new U.S. tax feature on the Timeline platform, which will allow taxes to be calculated automatically using U.S. Federal income tax brackets. Before this, Financial Planners and Registered Investment Advisors (RIAs) had to enter the information manually for each investment account.

​Redi2 Technologies, the premier provider of hosted fee billing and revenue management solutions to the global financial services industry, and Shareholders Service Group (SSG), which provides brokerage and custodial support services for independent Registered Investment Advisors, have announced that advisors working with SSG now have access to Redi2’s BillFin™ advanced fee billing solution.

​Timelineapp Tech Limited (Timeline) and Altor Wealth Management, LLP announced a partnership providing Altor Wealth access to Timeline’s Enterprise offerings.

​Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced that Pacific Funds has joined the expanding list of best-in-class asset managers who have made their mutual funds available on the free to low-cost Oranj platform.

​Bryan Staff, Managing Partner of Merchant Investment Management (“Merchant”), today announced the launch of Regal Wealth Management (“Regal”), an SEC Registered Investment Advisory firm based in New York City. Joining Regal is Managing Director Jason Bell, who began his career as an investment specialist at JP Morgan Private Bank and most recently was a financial advisor at UBS Financial Services. Regal has also added investment advisor Aron Wegner to Bell’s team.

​Timelineapp Tech Limited (Timeline), a fintech company that provides financial advisors with next-generation retirement income software, recently launched the Timeline Digital Academy, which will deliver a simple, elegant and complete training process to educate advisors in the next generation of retirement planning.

​Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced that Value Line Funds has joined the growing list of best-in-class asset managers who have made their mutual funds and model portfolios available on the free to low-cost Oranj platform.