Blog Archives

Advisor Websites and Snappy Kraken Partner to Make Marketing Easier for Financial Advisors

3/31/2021

Connecting with clients just got more streamlined for financial advisors, as Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, and Advisor Websites, a leading provider of personalized websites with built-in digital marketing solutions for financial services professionals, recently announced a new integrated partnership.

ACP Members Provide Tips for Taxpayers to Get the Most out of Their Returns in 2021

3/25/2021

With the new tax deadline of May 17 looming for much of America (and June 15 for states impacted by the February storm), seven certified members of the Alliance of Comprehensive Planners (ACP), have provided an array of tax tips to help the general public and those who are still in the midst of or soon to be preparing their 2020 tax returns. A community of tax-focused financial planners who provide comprehensive planning strategies for their clients on a commission-free retainer basis, ACP members adhere to fiduciary standards, which means that they are legally and ethically bound to put their clients’ best interests first.

Beutel, Goodman & Company Ltd. Implements Redi2 Technologies’ Redi2 Revenue Manager™ Platform

3/18/2021

Redi2 Technologies, Inc. announced that Beutel, Goodman & Company Ltd., a Canadian independent investment manager with over $40 billion in assets under management, has implemented the Redi2 Revenue Manager™ platform.

Buckingham Strategic Wealth Chooses Holistiplan’s Award-Winning Tax-Planning Software

3/3/2021

Holistiplan announced that Buckingham Strategic Wealth, headquartered in St. Louis, Missouri, has added Holistiplan’s tax planning software to its tech stack. Holistiplan is an award-winning tax planning software for financial advisors, built to systematize and automate the process of reviewing a client’s tax return to find potential planning opportunities. The multi-year agreement with Holistiplan will provide Buckingham advisors critical insight into their clients’ tax circumstances in order to provide a deeper financial planning experience.

Cam Goodwin, President of HawsGoodwin Wealth, Earns Prestigious CEPA Designation

3/1/2021

HawsGoodwin Wealth announced that President and Managing Partner Cam Goodwin successfully achieved the Certified Exit Planning Advisor (CEPA) designation, the most widely accepted and endorsed professional exit planning certification program in the world.

“Exit planning is simply good business strategy for owners of privately-held companies,” says Goodwin. “It helps create value now by addressing all the business, personal, financial, legal and tax issues involved in the eventual transition of your business.”

Advisor Websites and Snappy Kraken Partner to Make Marketing Easier for Financial Advisors

ACP Members Provide Tips for Taxpayers to Get the Most out of Their Returns in 2021

Beutel, Goodman & Company Ltd. Implements Redi2 Technologies’ Redi2 Revenue Manager™ Platform

Buckingham Strategic Wealth Chooses Holistiplan’s Award-Winning Tax-Planning Software

Cam Goodwin, President of HawsGoodwin Wealth, Earns Prestigious CEPA Designation

Archives

Categories