News and Announcements
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.
FEBRUARY 5, 2020
TradePMR Makes “The Best Places to Work in Financial Technology” List, Second Consecutive Year
TradePMR announced they have been named, once again, as one of the industry’s best-ranked companies, earning a spot on the 2020 Best Places to Work in Financial Technology list assembled by SourceMedia and Best Companies Group. The 2020 list includes 50 companies that operate in and serve companies and consumers in a wide range of financial services companies including banking and mortgages, insurance, payments and financial advisory. This is the second consecutive year of inclusion for TradePMR
JANUARY 15, 2020
Fidato Wealth Announces Two-Night Retirement Planning Course
According to a recent survey by the Employee Benefits Research Institute (EBRI), only 27% of retirees feel that they have done a good job of preparing for retirement.
APRIL 15, 2020
Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities
Award-winning software created by financial planners provides comprehensive tax planning tool, announces new "Solve for Max" feature
OCTOBER 8, 2019
Oranj Adds New Choice and Customization Options to its Model Marketplace for Financial Advisors
Oranj, announced that Franklin Templeton and Teton Advisors have joined the growing list of best-in-class asset managers who have made their model portfolios and products available on the free Oranj platform.
FEBRUARY 20, 2020
Center for Financial Planning, Inc. Announces Two Advisors on Forbes Best-in-State Wealth Advisors 2020
Center for Financial Planning, Inc. announced that two of the firm’s partners were selected as Forbes Best-in-State Wealth Advisors 2020. Partners Timothy Wyman, CFP®, JD and Matt Chope, CFP® have both been named to Forbes list of Best-in-State-Wealth Advisors for multiple years. Center for Financial Planning, Inc., which is celebrating its 35th anniversary this year, has twelve CERTIFIED FINANCIAL PLANNER™ professionals on staff.
JANUARY 20, 2020
Timeline Retirement Planning Software and Redtail Technology Announce Integration
Timelineapp Tech Limited (Timeline) announced an integration that will enable advisors to seamlessly import client details, account holdings, and other important data from Redtail directly into Timeline.
APRIL 28, 2020
Snappy Kraken’s New “Personal Connection Video” Tool a Gamechanger for Financial Advisors
Turnkey system offers prepared scripts, ready-made branded landing pages to host video communications from the advisor, and coordinated emails to promote the important messages to clients and prospects
NOVEMBER 7, 2019
Optima Asset Management Relocates, Announces New Website
Optima Asset Management, an independent Registered Investment Advisory firm located in Dallas, Texas, today introduced its redesigned logo and website, and announced the relocation of its offices.