​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.

​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.