​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. 

HawsGoodwin Wealth announced that Caroline Silen, a junior at Vanderbilt, will spend six weeks interning with the firm as part of Vanderbilt’s Women in Business Program (WiB).

Joe Lukacs (“Coach Joe”), founder of the Magellan Mastermind & Network, is hosting the 19th Annual Strategic Planning Conference as a fully virtual event this year. The Strategic Planning Conference will run from December 15-18, 2020. This five phased, proven program is geared towards helping financial advisors create strategic business plans that can provide the competitive advantages they need to excel in 2021 and beyond.

Oranj announced that Playbook Portfolios will launch in the coming weeks. This new program, the first of its kind in the financial services industry, will provide easy access to portfolios built by independent third-party strategists. Playbook Portfolios, available exclusively on the Oranj platform, will revolutionize investment management for financial advisors. 

Holistiplan announced a new partnership with Redtail Technology, the leading provider of client relationship management (CRM) solutions for financial advisors. Through this new integration, financial advisors can send household information to Holistiplan to avoid dual data entry.

​Holistiplan co-founders, Roger Pine, CFA®, CFP®, and Kevin Lozer, CFP®,  today announced that Carson Group will integrate Holistiplan’s award-winning comprehensive tax planning software into its tech stack. The Holistiplan subscription costs are covered in full for all Carson Partners. Earlier this year, Holistiplan launched with a select group of Carson Wealth private clients to unveil tax planning opportunities.

​Intercontinental Wealth Advisors, and related companies, which manage more than $1 billion in assets for individuals, families and institutions, has published a special report, The Dangers and Challenges of Investing in a Low Interest Rate Environment: Navigating the New Normal as an Accredited Investor Today.

Oranj announced the launch of its new Investment Reporting feature on the Oranj platform. The Oranj Investment Reporting feature is designed to be straightforward, with easy-to-produce and explain investment reports that deliver the details that matter to clients. 

Fidato Wealth has added an experienced financial advisor, Marissa Beyer, CFP® to the team. Fidato Wealth is providing an array of helpful materials on their freshly renewed website, www.FidatoWealth.com. The Learning Center offers recorded webinars and registration links for virtual retirement planning classes. The Wealth & Life podcast focuses on financial life planning principles.

Mark Clure of Enso Wealth Management, announced his new book, True Wealth, The GUIDE Process for Finding and Financing Your Ideal Life. In True Wealth, Clure shares insights and examples across a twenty-five-year financial services career, helping readers to approach the concept of wealth from a completely different perspective, one where retirement is not the goal – creating an ideal life is. Uncovering one’s ideal life is, however, more difficult than it sounds. As a result, Clure has developed the GUIDE Process, a five-step plan to help the reader develop a purpose-driven life, and a financially comfortable one, too. 

​Alliance of Comprehensive Planners (ACP), a community of tax-focused financial planners who provide comprehensive planning strategies for their clients on a fee-only retainer basis, has announced the 2020 ACP Annual Conference, to be held virtually October 28-30, 2020. Participation is open to all interested financial professionals; one does not need to be an ACP member to attend. 

Fidato Wealth has been named to Financial Advisor magazine’s 2020 Top RIA Rankings. Founded by CEO Tony D’Amico, CFP®, Fidato Wealth is an independent, fee-based financial advisory firm that provides comprehensive financial planning and wealth management for successful families, individuals and professionals.