Blog Archives

Ariel Acuña of LTG Capital Provides Comments on Inflation, the Economy, Investment Strategy and the Crisis in Ukraine

2/28/2022

Creator of The Aqueduct Strategy Gives Balanced View of Current Events and Potential Impact on U.S. Investors. Ariel Acuña founder and president of LTG Capital, creator of The Aqueduct Strategy, is encouraging clients to consider the comments and observations provided in the client letter provided via email on February 25, 2022, and provided in its entirety via this news release.

Redi2 Partners with Tableau

2/16/2022

Redi2 Technologies, Inc. announced its partnership with Tableau. Redi2 is leveraging Tableau’s self-service embedded analytics capabilities to help its global asset manager clients gain real-time business intelligence and insight through Redi2’s CFO dashboard tools.

Advyzon and Shareholders Service Group Announce New Data-Sharing Integration

2/15/2022

Advyzon, launched a partnership with Shareholders Service Group (SSG). The integration will allow advisors who utilize SSG’s platform in serving their clients to have access to Advyzon, providing them with the ability to see their clients’ holdings, balances, documents, and more within Advyzon’s cloud-based platform.

Integrated Financial Group Successfully Holds 2022 Retreat In-Person in Atlanta

2/8/2022

Integrated Financial Group (IFG) recently held their 2022 Retreat for their advisor “brain trust” members, staff, and sponsors. The in-person event, which ran Thursday, January 20 through Saturday, January 22, was held at The Hotel at Avalon in Atlanta and attended by over 70 IFG advisors.

Fidato Wealth Announces Two-Night Retirement Planning Course

2/8/2022

To further their commitment to provide objective financial education to Northeast Ohio area residents, Fidato Wealth announced a continuing education course, scheduled to begin later this month. The interactive session, titled Retirement Planning Today®, will be taught over two nights, with sessions at Strongsville at Ehrnfelt Recreation and Senior Center on Tuesday, March 1 and March 8 from 6:00 p.m. to 8:00 p.m. Fidato Wealth founder and CEO, Tony D’Amico, CFP®, will lead the two-part course, which is sponsored by Lorain County Community College’s Center for LifeLong Learning.

Impact Communications Earns Grand Award in APEX 2021 Competition

2/7/2022

Impact Communications, Inc. (Impact), a full-service marketing and PR firm that works exclusively with independent financial advisors and allied institutions such as custodians, independent broker/dealers, consulting companies and fintech firms, announced that they have won a Grand Award in the APEX 2021 competition.

The judging committee gave the nod to the “Conversations That Matter” project, which was produced in partnership with the Advisory Solutions arm of Allianz Life Insurance Company of North America (Allianz Life). The Grand Award for this work falls under the APEX category Campaigns, Programs and Plans.