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Oranj Adds to its Model Marketplace for Financial Advisors Mutual Funds with the Long-Standing Value Line Funds Family

4/30/2020

 
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​Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced that Value Line Funds has joined the growing list of best-in-class asset managers who have made their mutual funds and model portfolios available on the free to low-cost Oranj platform.
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Hicks Capital Management Rebrands, Announces Florida Office

4/29/2020

 
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T.D. Hicks, CFP®, President of Hicks Capital Management announced that the firm has introduced a new logo and tagline, as well as a new website and video that articulates the company’s philosophy and commitment to clients. In addition, the firm expanded its team in Naples, Florida.
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Remembering Jack Bogle: A Life-and-Legacy Tribute

4/29/2020

 
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​Professional journalists and a small group of interested others (special invitations have been extended by the panelists) are invited to join a group of investor advocates and fiduciary leaders for a virtual discussion on May 5, 2020 at 3:00 pm ET. 
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Center for Financial Planning, Inc. Announces Multiple Award recipients, including Top Women

4/28/2020

 
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​Center for Financial Planning, Inc.® (“The Center”), a privately held wealth management firm in Southfield, Michigan, today announced a series of awards that the firm has received over the past month. Center for Financial Planning has twelve CERTIFIED FINANCIAL PLANNER™ professionals on staff and thirty total employees. The firm was the recipient of three individual achievement awards and one workplace award from publications, adding to their long list of allocades.
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​Snappy Kraken’s New “Personal Connection Video” Tool a Gamechanger for Financial Advisors

4/28/2020

 
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​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
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Alliance of Comprehensive Planners and Kinder Institute of Life Planning Announce Plans for 2020 Conference in Atlanta

4/22/2020

 
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​Susan Bradley, George Kinder and Dan Roam are keynote speakers at joint gathering of the ACP and Kinder tribes.
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Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities

4/15/2020

 
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​Award-winning software created by financial planners provides comprehensive tax planning tool, announces new "Solve for Max" feature
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