Media Source Portal
  • Home
  • Announcements
  • Press Requests

Holistiplan Expands Product to Help Advisors Maximize Year-Round Tax Planning Opportunities

1/26/2021

 
Picture
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.
Read More

cleverDome and Silver Oak Securities to Provide Military-Grade Cybersecurity to Advisors and Representatives

1/19/2021

 
Picture
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. 
Read More

Fidato Wealth Announces Retirement Planning Today® Virtual Interactive Course

1/19/2021

 
Picture
​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.
Read More

CoastalOne Moves Forward Successfully with Due Diligence and Compliance Conference

1/13/2021

 
Picture
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.
Read More

Snappy Kraken to Host Webinar on What RIAs Need to Know About the New SEC Marketing Rules

1/7/2021

 
Picture
​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. 
Read More

Buckingham Advisors to Host Financial Webinar Series on Potential Impacts of the New Administration

1/5/2021

 
Picture
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
Read More

Legacy Capital and Trent Capital Complete Merger

1/4/2021

 
Picture
​Legacy Capital Wealth Partners and Trent Capital Management announced that they have merged to form one of the largest independent Registered Investment Advisory firms in the state. The merged firm, which will have over $525,000,000 in assets under management and advisement and in-force life insurance of over $2.5 billion, will be known as Legacy Capital. Headquarters will remain in Little Rock. The merger became official on December 31, 2020.
Read More

    Archives

    September 2023
    August 2023
    July 2023
    June 2023
    May 2023
    April 2023
    March 2023
    February 2023
    January 2023
    December 2022
    November 2022
    October 2022
    September 2022
    August 2022
    July 2022
    June 2022
    May 2022
    April 2022
    March 2022
    February 2022
    January 2022
    December 2021
    November 2021
    October 2021
    September 2021
    August 2021
    July 2021
    June 2021
    May 2021
    April 2021
    March 2021
    February 2021
    January 2021
    December 2020
    November 2020
    October 2020
    September 2020
    August 2020
    July 2020
    June 2020
    May 2020
    April 2020
    March 2020
    February 2020
    January 2020
    November 2019
    October 2019

    Categories

    All
    Alliance Of Comprehensive Planners (ACP)
    Allianz
    Artisan Financial Strategies
    Blue Chip Partners
    Bogart Wealth
    Bogle Tribute
    Brown Miller Wealth Management
    Buckingham Advisors
    Carson Coaching
    Center For Financial Planning
    Christophe Gauthron
    Daniel Satchkov
    Excell Conference
    Fidato Wealth
    HawsGoodwin Wealth
    Hicks Capital Management
    Holistiplan
    Idea Decanter
    Indyfin
    Institute For The Fiduciary Standard
    Integrated Financial Group
    Intercontinental Wealth Advisors (IWA)
    Jack Bogle
    James Bogart
    James Lange
    Kwanti
    Mainsail Capital Group
    Mark Clure
    Mattern Wealth Management
    Optima Asset Management
    Oranj
    Paul Peeler
    Redi2 Technologies
    Regal Wealth Management
    Right Capital
    RiXtrema
    Robert Steinberg
    Rob Rickey
    Snappy Kraken
    Stearns Financial Group
    StraightLine Group
    Stratus Wealth Advisors
    The Client Driven Practice
    Timeline
    TradePMR

Copyright 2023 Impact Communications, Inc.
Stay Connected:
info@impactcommunications.org
  • Home
  • Announcements
  • Press Requests