Blog Archives

CoastalOne Launches Digital Alternative Investments Platform, Altigo, Powered by WealthForge

6/29/2021

CoastalOne, an independent broker-dealer (Coastal Equities) and registered investment advisor (Coastal Investment Advisors) based in Wilmington, Delaware, recently rolled out access to alternative investments for all of its 115 advisors and registered representatives, powered by Altigo, an electronic order entry and subscription processing platform from WealthForge.

Impact Communications, Inc. Recognized by DesignRush for Digital Marketing Expertise

6/28/2021

Impact Communications, Inc. (www.ImpactCommunications.org), 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 been recognized as a Top Digital Marketing Agency in Kansas City by DesignRush, a B2B marketplace that connects brands with professional full-service agencies, web design companies, digital marketing firms, and top technology companies.

Snappy Kraken Named 2021 Award Finalist in Four Innovation Categories

6/22/2021

Snappy Kraken, an award-winning MarTech company focused on helping financial advisors automate their marketing and business processes, has been named a finalist in four innovation categories in the WealthManagement.com Industry Awards annual competition. A perennial industry disrupter, Snappy Kraken also earlier this month announced that they will be leading the charge at the Aria Resort in Las Vegas October 20-22 as hundreds of financial advisors and allied professionals flock to the Jolt! financial advisor marketing conference.

Redi2 and IBM Private Cloud Services Create Winning Solution for Asset Managers

6/15/2021

Redi2 Technologies, Inc. announced a new collaboration with IBM Private Cloud Services. The Redi2/IBM combination delivers strong added value for Redi2 Revenue Manager™ clients — the top asset managers globally — through increased overall confidence and exceptional flexibility. IBM’s private cloud infrastructure provides global coverage and unsurpassed security. It also enables exceptionally fast reaction options for clients who may need to respond to changing conditions, move data from one country to another, or quickly scale their infrastructure requirements.

Keen Wealth Advisors Kick Starts Local Veterans Navigation Campus with $100,000 grant

6/10/2021

Keen Wealth Advisors announced a $100,000 grant for Veterans Community Project (VCP). VCP, a nonprofit organization, independent from federal funding, has a long-term goal of eliminating Veteran homelessness nationwide. Their first project, VCP Village – KC, is an innovative community of 49 tiny houses for Veterans experiencing homelessness. Using Kansas City as the blueprint for achieving similar successes in cities across the United States, Veterans Community Project has officially begun its expansion with the mission of serving eight communities by 2022.

Eugene-Based LifeCraft Financial Planning Opens New Office, Offering Fee-Only Wealth Planning

6/10/2021

LifeCraft Financial Planning announced they have opened a virtual office. Founded by Miriam Whiteley, CFP®, CeFT®, RLP®, LifeCraft Financial Planning offers comprehensive planning which includes retirement, tax, insurance and estate planning. In addition, LifeCraft offers investment advice and commission-free investing, income tax awareness and help with special transitions that come with aging and “lifequakes,” such as death, divorce, career changes, legacy planning, and other milestones.

“Conversations That Matter: Addressing Client Concerns, Hopes and Dreams in Uncertain Times” gets Nod from Panel of Industry Judges

6/9/2021

Impact Communications, Inc. (www.ImpactCommunications.org), announced that they have been named a finalist for the Digital Campaign of the Year in the Marketing/PR Firm category of the WealthManagement.com Industry Awards for 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) (https://www.allianzlife.com/for-financial-professionals/the-conversations-that-matter-project).

Buckingham Advisors to Sponsor Annual Event for Combat-Wounded Veterans

6/8/2021

Buckingham Advisors, a comprehensive financial services firm with four locations across Ohio, is once again sponsoring Operation Cherrybend, an annual event that provides combat-wounded veterans with fellowship and activities including adventure, music and community.

The mission of Operation Cherrybend is to thank veterans for their courage, selflessness and sacrifice to our country. This newly formed 501(c)(3) non-profit organization also hopes to educate the general public about the trials and challenges of wounded veterans, and veterans in general.

Snappy Kraken to Host Jolt! Conference for Financial Advisors at the Aria Resort in Las Vegas

6/1/2021

Snappy Kraken, a MarTech company focused on helping financial advisors automate their marketing and business processes, announced the launch of their first annual Jolt! financial advisor marketing conference, which will be held October 20th-22nd at the Aria Resort in Las Vegas. Throughout three energizing days, five keynotes, and twenty-one sessions, some of the greatest minds in marketing will empower attendees with a strategy and plan for business growth.