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.

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.