Blog Archives

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

4/30/2020

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.

Hicks Capital Management Rebrands, Announces Florida Office

4/29/2020

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.

Remembering Jack Bogle: A Life-and-Legacy Tribute

4/29/2020

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.

Center for Financial Planning, Inc. Announces Multiple Award recipients, including Top Women

4/28/2020

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.

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

Hicks Capital Management Rebrands, Announces Florida Office

Remembering Jack Bogle: A Life-and-Legacy Tribute

Center for Financial Planning, Inc. Announces Multiple Award recipients, including Top Women

Snappy Kraken’s New “Personal Connection Video” Tool a Gamechanger for Financial Advisors

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

Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities

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

Hicks Capital Management Rebrands, Announces Florida Office

Remembering Jack Bogle: A Life-and-Legacy Tribute

Center for Financial Planning, Inc. Announces Multiple Award recipients, including Top Women

​Snappy Kraken’s New “Personal Connection Video” Tool a Gamechanger for Financial Advisors

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

Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities

Archives

Categories

Snappy Kraken’s New “Personal Connection Video” Tool a Gamechanger for Financial Advisors