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.

Principle Wealth Partners (PWP) Founder and CEO Robert Paolucci announced that Theresa V. Donatelli, Romaine A. Macomb and J Addison McAraw will be joining the firm as Senior Wealth Advisors. Also joining are their Senior Client Service Managers Ellie Kasimir, Liz Drega and Amy Lawler, all of whom have deep, trusting relationships with long-time clients. 

Junto Wealth released a new Special Report called Using Trusts to Minimize Taxes and Protect Your Legacy. The informational paper highlights the benefits of irrevocable and testamentary trusts and describes how trusts can make families wealthier and healthier.

HawsGoodwin has been named No. 2 on RIA Channel®'s 2020 Top 50 Emerging RIA List. RIA Channel ranked the firms in this year's listing based on proprietary criteria and data. Rankings are based on both size and growth in assets reported to the SEC as of October 31, 2020.

​Fidato Wealth is once again teaming up with Shoes and Clothes for Kids (SC4K), a local charity who improves K-8 school attendance by eliminating lack of appropriate clothing, shoes and school supplies as barriers. ​Normally, the firm would serve as a drop off location for items like socks, winter hats and gloves to be distributed to local area school children this season. However, in this time of the pandemic, they’ve chosen to help support in a different way through a virtual collection drive.

​Oak Wealth Partners, an investment advisory firm specializing in managing employer sponsored retirement plans as well as traditional investments, today announced the launch of their new website and new company logo. The company also continues to hold educational workshops designed to help individuals learn how to better manage their retirement plans.

​James Lange, CPA/Attorney, President of Lange Financial Group, is hosting a live webinar on December 2, 2020 at 12:30 pm EST featuring nationally-renown financial professionals, Larry Swedroe and Adam Yofan. This live Q & A is designed to answer a myriad of questions on investing, wealth management and preservation of capital. 

​The second annual InvestmentNews ESG Summit and Film Festival will be held on December 2nd and 3rd, 2020. InvestmentNews.com and the United Nations Office for Partnerships are co-hosts. The virtual event will showcase investing strategies, communications plans and policy approaches for financial advisers seeking to support clients’ burgeoning interest in the $40 trillion global market for environmental, social and governance investments.  

Snappy Kraken announced the launch of their new 90-Day Marketing Accelerator – a 12-week, professionally-guided program designed to help financial advisers build, launch, and sustain a proven marketing strategy. Each week, participants will get the guidance they need to add one more building block to their digital marketing foundation.

In October 2020, Impact Communications conducted a survey on Conversations That Matter: Addressing Client Concerns, Hopes and Dreams During Uncertain Times. The survey asked hundreds of independent financial advisors to weigh in on how they have adjusted to the challenges posed by the Covid Crisis and Coronavirus Crash.

Holistiplan announced that Jeffrey Levine CPA/PFS, CFP®, AIF®, CWS® will join Holistiplan as Tax Planning Strategist.
 
“We are very excited that Jeff is joining the Holistiplan team,” said Kevin Lozer, co-founder Holistiplan. “Jeff is one of the most respected tax planning authorities in our industry. Just as important, Jeff is also an advisor who can articulate technical tax concepts in a digestible way.

Snappy Kraken announced it has been chosen for the Benzinga Listmaker of the Year in three categories: Best New Product, Best Data Analysis Tool, and Best Wealth Management Software. ​“Making the Benzinga list is a fantastic validation of the success and innovation provided by the Snappy Kraken platform,” said Snappy Kraken co-founder and CEO Robert Sofia.