News and Announcements - Media Source Portal

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

1/26/2021

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

1/19/2021

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.

Fidato Wealth Announces Retirement Planning Today® Virtual Interactive Course

1/19/2021

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 Moves Forward Successfully with Due Diligence and Compliance Conference

1/13/2021

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

1/7/2021

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.

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

1/5/2021

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:

Financial Planning Considerations Under a New Administration and Congress
Current Trends and the Potential Impact from Washington on the Financial Markets
The Latest Relief Package and What it Offers for Small Businesses

Legacy Capital and Trent Capital Complete Merger

1/4/2021

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.