Media Source Portal
  • Home
  • Announcements
  • Press Requests

HawsGoodwin Wealth Named to the Inc. 5000 List

8/21/2020

 
Picture
HawsGoodwin Wealth, a Nashville area financial planning and investment management firm, was named to the annual Inc. 5000 list of America’s fastest growing private companies. The list represents a unique look at the most successful companies within the American economy’s most dynamic segment—its independent small businesses. Intuit, Zappos, Under Armour, Microsoft, Patagonia, and many other well-known names gained their first national exposure as honorees on the Inc. 5000. The 2020 honorees have been very competitive within their markets, and the list as a whole shows staggering growth compared with prior years’ lists.
Read More

Sam Brownell of Stratus Wealth Advisors Encourages Maryland Residents to “Buy Local”

8/20/2020

 
Picture
Sam Brownell, CFA®, CVA, MBA, founder of Stratus Wealth Advisors, has a message for Maryland residents: buy local. “Buying local” is especially important in the current COVID-19 environment, when small businesses have been especially hard hit.  According to Think Local First DC, every dollar spent at local businesses generates at least three times more direct economic impact.
Read More

Snappy Kraken Reveals Marketing Secrets in New Video Series

8/19/2020

 
Picture
Snappy Kraken, a top-ranked MarTech company that helps financial advisors automate their marketing and business growth, has introduced the first episode in its new “Behind the Campaign” video series to help advisors expand their knowledge of marketing strategy. Snappy Kraken is enlisting the firm’s marketing experts to teach the strategies and tactics behind key campaigns. By pulling back the proverbial curtain, Snappy Kraken aims to help industry professionals learn the “why and how” behind a creative and data-driven process that generates meaningful results.​
Read More

James Lange, CPA/Attorney, has Solutions for Beating the New Death Tax

8/18/2020

 
Picture
​James Lange, CPA/Attorney, President of Lange Financial Group, announced his new plan to raise a billion dollars for charity -- while saving IRA owners millions – under the newly enacted SECURE Act. The SECURE Act represents an onerous change in the tax law, now enabling the IRS to confiscate as much as one-third of the money in IRAs and retirement plans.
Read More

Holistiplan and Wealthbox Streamline the Process of Analyzing Tax Returns and Proving Value to Clients

8/11/2020

 
Picture
Holistplan announced a new partnership with Wealthbox®, a popular CRM that helps financial advisors better manage client relationships.

​“This partnership with Wealthbox supports our goal of helping advisors deliver richer financial planning to more clients,” said Roger Pine, CFP®, CFA, Co-Founder of Holistiplan. 
Read More

New Book, “Beating the New Death Tax” by James Lange, Available Now for Pre-Order, Book Reviews, Media Requests

8/4/2020

 
Picture
Pittsburgh CPA/Attorney, James Lange, President of Lange Financial Group,  published his latest book, The IRA and Retirement Plan Owner's Guide to Beating the New Death Tax: 6 Proven Strategies to Protect Your Family from the SECURE Act. The book aims to help save readers and their families hundreds of thousands of dollars due to IRS tripwires buried in the new SECURE Act, selects charity to receive book proceeds. 
Read More

Oranj Adds Technology Investment Services and ETFs to its Model Marketplace for Financial Advisors

8/4/2020

 
Picture
Oranj announced that ROBO Global has joined the growing list of best-in-class asset managers to make their technology investment services and ETFs available on the free to low-cost Oranj platform.     
Read More

    Archives

    May 2025
    April 2025
    March 2025
    February 2025
    January 2025
    December 2024
    November 2024
    October 2024
    September 2024
    August 2024
    July 2024
    June 2024
    May 2024
    April 2024
    March 2024
    February 2024
    January 2024
    December 2023
    November 2023
    October 2023
    September 2023
    August 2023
    July 2023
    June 2023
    May 2023
    April 2023
    March 2023
    February 2023
    January 2023
    December 2022
    November 2022
    October 2022
    September 2022
    August 2022
    July 2022
    June 2022
    May 2022
    April 2022
    March 2022
    February 2022
    January 2022
    December 2021
    November 2021
    October 2021
    September 2021
    August 2021
    July 2021
    June 2021
    May 2021
    April 2021
    March 2021
    February 2021
    January 2021
    December 2020
    November 2020
    October 2020
    September 2020
    August 2020
    July 2020
    June 2020
    May 2020
    April 2020
    March 2020
    February 2020
    January 2020
    November 2019
    October 2019

    Categories

    All
    2024 ACP Conference
    2025 Advyzon Conference
    AdvisorEngine
    Advyzon
    Advyzon Investment Management (AIM)
    Alex Khassa
    Alex Markowitz
    Alliance Of Comprehensive Planners (ACP)
    Allianz
    Alteri Wealth
    Altruist
    Amy Braun-Bostich
    Amy Hamasaki
    Ann J. Shubert
    Apex Advisor Solutions
    Artisan Financial Strategies
    Aspyre Wealth Partners
    Auria
    Balefire
    Benjamin Schiffrin
    BlackRock
    Blue Chip Partners
    BLX
    BLX Internship Program
    Bogart Wealth
    Bogle Tribute
    Braun Bostich
    Braun-Bostich
    Brian Huckstep
    Bridget Grimes
    Brown Miller Wealth Management
    Buckingham Advisors
    Carson Coaching
    Cassandra Kirby
    Center For Financial Planning
    Charles Schwab
    Christophe Gauthron
    ClientFirst Wealth Legacy & Estate Planning
    Clients Blackbox
    ClientWise
    Constellation Wealth Capital (CWC)
    CPAs
    Crux Wealth Advisors
    Danielle White
    Daniel Satchkov
    Derrick Kinney
    Dimensional Fund Advisors
    Dr. Amy Fletcher
    Ed Mahaffy
    Equila Financial
    Equita Financial Network
    Excell Conference
    Ezra Group
    Fidato Wealth
    Financial Independence Planning (FIP)
    Financial Intelligent Allocation Technology
    FINIAT
    FMG Suite
    Hailin Li
    Harry Keller
    HawsGoodwin Wealth
    Henry Zelikovsky
    Hicks Capital Management
    Holistiplan
    ICapital
    Idea Decanter
    Impact Communications
    Indivisible Partners
    Indyfin
    Innovayte
    Institute For The Fiduciary Standard
    Integrated Financial Group
    Intercontinental Wealth Advisors (IWA)
    Invesco Advisers Inc.
    Jack Bogle
    James Bogart
    James Lange
    Jared Keller
    Jason Hester
    Jeff Coyle
    Jeffrey Fuhrman
    John Hoffman
    John Mackowiak
    John O'Connell
    John Thiel
    Jonathan Chandler
    Joseph Peiffer
    Kartik Srinivasan
    Katie Burke
    Kelly Fitzpatrick
    Kevin Knull
    Knut Rostad
    Kwanti
    Laura Corbiani
    Lee Andreatta
    Libretto
    Luis Rosa
    Luminaries
    Lyons & Lyons
    Mainsail Capital Group
    Marie Swift
    Mark Clure
    Marquis Who's Who
    Martin Tarlie
    Mattern Wealth Management
    Michelle Gruber
    Mike Bisaro
    Mike LaMena
    Mountain Wealth Planning
    Myriad Advisor Solutions
    Nebo Wealth
    Nell Cordick
    Olivia Eisinger
    Optima Asset Management
    Oranj
    Paradigm Financial Partners
    Patrick Shaddow
    Paul Peeler
    Phyllis Borzi
    Potomac Fund Management
    Quorum
    Ray Sclafani
    Redi2 Technologies
    Regal Wealth Management
    Rich Cancro
    RightCapital
    RiXtrema
    Robert J. Jackson Jr
    Robert Steinberg
    Rob Rickey
    Samantha Schwimmer
    Scott Smith
    Shawn Tydlaska
    Shehara Wooten
    Snappy Kraken
    Softlab360
    Sora Finance
    Stearns Financial Group
    Stewart Koesten
    StraightLine
    StraightLine Group
    Stratus Wealth Advisors
    Success For Advisors
    Syntax Data
    TaxStatus
    Technology Tools For Today
    The Client Driven Practice
    The Oasis Group
    Timeline
    TradePMR
    Travis Alexander
    Trevor Coyle
    Trivium Point Advisory
    WealthManagement.com
    Wealthspire Advisors LLC
    Your Story Financial

Copyright 2023 Impact Communications, Inc.
Stay Connected:
[email protected]
  • Home
  • Announcements
  • Press Requests