News and Announcements
JUNE 10, 2020
Timelineapp Announces New U.S. Tax Feature
Timelineapp Tech Limited (Timeline) announced the launch of their new U.S. tax feature on the Timeline platform, which will allow taxes to be calculated automatically using U.S. Federal income tax brackets. Before this, Financial Planners and Registered Investment Advisors (RIAs) had to enter the information manually for each investment account.
MAY 18, 2020
Oranj Adds Income-Focused Mutual Funds to its Platform for Financial Advisors
Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced that Pacific Funds has joined the expanding list of best-in-class asset managers who have made their mutual funds available on the free to low-cost Oranj platform.
MAY 1, 2020
Timelineapp Launches Digital Academy Training Platform and Announces New Resources For Financial Advisors
Timelineapp Tech Limited (Timeline), a fintech company that provides financial advisors with next-generation retirement income software, recently launched the Timeline Digital Academy, which will deliver a simple, elegant and complete training process to educate advisors in the next generation of retirement planning.
APRIL 29, 2020
Hicks Capital Management Rebrands, Announces Florida Office
T.D. Hicks, CFP®, President of Hicks Capital Management announced that the firm has introduced a new logo and tagline, as well as a new website and video that articulates the company’s philosophy and commitment to clients. In addition, the firm expanded its team in Naples, Florida.
MARCH 26, 2020
Stratus Wealth Advisors Offers Complimentary Financial Consultations
In an effort to support the community during these challenging times, Sam Brownell, CFA®, CVA®, MBA, founder of Maryland-based Stratus Wealth Advisors, is offering free consultations to individuals and businesses.
FEBRUARY 7, 2020
RightCapital Introduces RightPay
RightCapital introduced RightPay, a web-based service that enables financial advisors to collect financial planning fees from clients via credit card. RightPay seamlessly integrates with the advisor’s branded RightCapital portal where clients can access their live financial plan, task list, and now can review, approve and pay via credit card for financial planning services received.
JANUARY 8, 2020
Snappy Kraken Reveals New Advisor Marketing Trends
Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has released a comprehensive analysis of investment advisor marketing trends based on more than 9.3 million data points gleaned from real marketing campaigns initiated over the past year.
FEBRUARY 12, 2020
Oranj Named to 2020 List of Best Places to Work in Financial Technology
Oranj, an end-to-end wealth management solution that helps independent financial advisors streamline their businesses and create a collaborative digital experience for their clients, today announced that it has been named one of the 2020 Best Places to Work in Financial Technology by Arizent and Best Companies Group. Oranj was also named one of the Best Places to Work in Financial Technology in 2019.
FEBRUARY 2, 2020
Artisan Financial Strategies Reveals New Research in White Paper: “Designing Your Economic Masterpiece In A Man’s World”
Women have made significant progress in entering the workforce over the past half-century, boosting earning power higher than ever before, according to The Department of Labor Women’s Bureau.
APRIL 22, 2020
Alliance of Comprehensive Planners and Kinder Institute of Life Planning Announce Plans for 2020 Conference in Atlanta
Susan Bradley, George Kinder and Dan Roam are keynote speakers at joint gathering of the ACP and Kinder tribes
NOVEMBER 6, 2019
Mattern Wealth Management to Deliver Personalized, Fee-Only Financial Services as SEC Registered Investment Advisor
David Mattern today announced the launch of Mattern Wealth Management, LLC, a fee-only, registered investment advisory firm based in Lawrence, Kansas.
JUNE 11, 2020
Fidato Wealth Announces Online Interactive Retirement Planning Course
Throughout history, society has gone through pandemics, times of social unrest and stock market volatility, which create uncertainty in planning for the future. One thing remains true: having a comprehensive wealth plan based upon a person’s goals, values and best interests 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, scheduled to begin later this month.
MAY 13, 2020
Regal Wealth Management Partners with Merchant Investment Management and Opens its Doors in New York City
Bryan Staff, Managing Partner of Merchant Investment Management (“Merchant”), today announced the launch of Regal Wealth Management (“Regal”), an SEC Registered Investment Advisory firm based in New York City. Joining Regal is Managing Director Jason Bell, who began his career as an investment specialist at JP Morgan Private Bank and most recently was a financial advisor at UBS Financial Services. Regal has also added investment advisor Aron Wegner to Bell’s team.
APRIL 28, 2020
Center for Financial Planning, Inc. Announces Multiple Award recipients, including Top Women
Center for Financial Planning, Inc.® (“The Center”), a privately held wealth management firm in Southfield, Michigan, today announced a series of awards that the firm has received over the past month. Center for Financial Planning has twelve CERTIFIED FINANCIAL PLANNER™ professionals on staff and thirty total employees. The firm was the recipient of three individual achievement awards and one workplace award from publications, adding to their long list of allocades.
FEBRUARY 18, 2020
Indyfin, a Unique Growth Solution for Financial Advisors, Launches in Texas
Indyfin, a new prospecting and growth solution for financial advisors, recently launched in Texas. Indyfin takes the risk out of sourcing leads for financial advisors by providing them with introductions; there is no cost to the advisor until the prospect becomes a client. By using their groundbreaking technology and proven approach, Indyfin translates leads into “live” phone introductions and in-person meetings.
MARCH 25, 2020
New Service from The Client Driven Practice helps Financial Advisors Identify Client Communication Needs and Preferences during Times of Duress
Every investment advisor is facing it: How to stay in contact with their clients and help them to avoid panic and sell off at a market low – especially during this extraordinary time. Led by Stephen Wershing, CFP®, The Client Driven Practice, a firm specializing in qualitative client feedback, is offering a turnkey package called Crisis Focus Groups. This new service will provide financial advisors with the answers they need to better understand the types of communication that their clients want and need right now.
FEBRUARY 17, 2020
Timeline's Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference
Timelineapp Tech Limited (Timeline) announced Livetrack – your Co-pilot for retirement journeys – at the 2020 T3 Technology Tools for Today Advisor Conference in San Diego. Livetrack is the first in a series of game-changing features that Timeline will announce this year that will completely transform the relationship between the end client and his/her financial planner.
FEBRUARY 18, 2020
Redi2’s BillFin™ Selected by CircleBlack for Advanced Fee Billing Partner
CircleBlack announced that it has selected Redi2 Technologies' BillFin™ solution, as their provider of hosted advanced fee billing, which will be available through the single sign-on hub that is a hallmark of the CircleBlack experience. “In everything we do, our goal is to leverage and seamlessly integrate best in class technology such as Billfin allowing advisors to focus on serving clients rather than managing different technology applications,” said John Michael, CircleBlack CEO.