​To further their commitment to provide objective financial education to Northeast Ohio area residents, Fidato Wealth announced a continuing education course, scheduled to begin later this month. The interactive session, titled Retirement Planning Today®, will be taught over two nights, with sessions at both Highland Community Education and Lorain County Community College. Three different sessions being offered will allow participants to attend in person or online.

​Silver Oak Wealth Advisors, an SEC Registered Investment Advisory and comprehensive financial planning firm located in Los Angeles, just launched their new website at www.SilverOakWA.com. Designed with a modern and fresh look and feel and optimized with speed and ease-of-use in mind, current and prospective clients can quickly navigate the Silver Oak website and find the information for which they’re looking.

AssetBook announced that they have completed integrations with Wealthbox® CRM, a modern client relationship management tool. Wealthbox helps financial advisors better manage workflows and client relationships. The Pulse by AssetBook platform provides financial advisors and broker-dealers a customized solution with a dynamic yet simple user interface that leaves time for what matters most, the advisor’s clients.

The Alliance of Comprehensive Planners (ACP), a community of tax-focused financial planners who provide comprehensive wealth building strategies for their clients on a commission-free retainer basis, has announced the featured speakers and agenda for their in-person conference this fall. The event will be held October 25-28, 2021 at the Atlanta Marriott Marquis.

​While families explore the possibility of getting out of their homes and even travelling this summer, four certified members of the Alliance of Comprehensive Planners (ACP), have provided an array of tax tips to help the general public and other advisors keep an eye towards planning for next year’s tax returns while they enjoy their vacations. 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. 

Impact Communications, Inc. (www.ImpactCommunications.org), a full-service marketing and PR firm that works exclusively with independent financial advisors and allied institutions such as custodians, independent broker/dealers, consulting companies and fintech firms, announced that they have been recognized as a Top Digital Marketing Agency in Kansas City by DesignRush, a B2B marketplace that connects brands with professional full-service agencies, web design companies, digital marketing firms, and top technology companies. 

​Redi2 Technologies, Inc. announced a new collaboration with IBM Private Cloud Services. The Redi2/IBM combination delivers strong added value for Redi2 Revenue Manager™ clients — the top asset managers globally — through increased overall confidence and exceptional flexibility. IBM’s private cloud infrastructure provides global coverage and unsurpassed security. It also enables exceptionally fast reaction options for clients who may need to respond to changing conditions, move data from one country to another, or quickly scale their infrastructure requirements.

Keen Wealth Advisors announced a $100,000 grant for Veterans Community Project (VCP). VCP, a nonprofit organization, independent from federal funding, has a long-term goal of eliminating Veteran homelessness nationwide. Their first project, VCP Village – KC, is an innovative community of 49 tiny houses for Veterans experiencing homelessness. Using Kansas City as the blueprint for achieving similar successes in cities across the United States, Veterans Community Project has officially begun its expansion with the mission of serving eight communities by 2022.

LifeCraft Financial Planning announced they have opened a virtual office. Founded by Miriam Whiteley, CFP®, CeFT®, RLP®, LifeCraft Financial Planning offers comprehensive planning which includes retirement, tax, insurance and estate planning. In addition, LifeCraft offers investment advice and commission-free investing, income tax awareness and help with special transitions that come with aging and “lifequakes,” such as death, divorce, career changes, legacy planning, and other milestones.

​Impact Communications, Inc. (www.ImpactCommunications.org),  announced that they have been named a finalist for the Digital Campaign of the Year in the Marketing/PR Firm category of the WealthManagement.com Industry Awards for the “Conversations That Matter” project, which was produced in partnership with the Advisory Solutions arm of Allianz Life Insurance Company of North America (Allianz Life) (https://www.allianzlife.com/for-financial-professionals/the-conversations-that-matter-project).

​​Buckingham Advisors, a comprehensive financial services firm with four locations across Ohio, is once again sponsoring Operation Cherrybend, an annual event that provides combat-wounded veterans with fellowship and activities including adventure, music and community.
 
The mission of Operation Cherrybend is to thank veterans for their courage, selflessness and sacrifice to our country. This newly formed 501(c)(3) non-profit organization also hopes to educate the general public about the trials and challenges of wounded veterans, and veterans in general.

Snappy Kraken, a MarTech company focused on helping financial advisors automate their marketing and business processes, announced the launch of their first annual Jolt! financial advisor marketing conference, which will be held October 20th-22nd at the Aria Resort in Las Vegas. Throughout three energizing days, five keynotes, and twenty-one sessions, some of the greatest minds in marketing will empower attendees with a strategy and plan for business growth. 

Redi2 Technologies, Inc., the premier provider of hosted fee billing and revenue management solutions to the global financial services industry, announced that Registered Investment Advisors (RIAs) partnering with with Raymond James’ RIA & Custody Services (RCS) division will now have access to Redi2’s BillFin™ advanced fee billing solution. Advisors will have the option to use BillFin directly from their Raymond James advisor portal with a click of a button.  

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.