Blog Archives

Fidato Wealth Welcomes Marissa Beyer, CFP®, to the Team

9/30/2020

Fidato Wealth has added an experienced financial advisor, Marissa Beyer, CFP® to the team. Fidato Wealth is providing an array of helpful materials on their freshly renewed website, www.FidatoWealth.com. The Learning Center offers recorded webinars and registration links for virtual retirement planning classes. The Wealth & Life podcast focuses on financial life planning principles.

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Snappy Kraken Named “Best Overall Content Marketing Company” for Second Consecutive Year in Annual MarTech Breakthrough Awards Program

9/23/2020

Snappy Kraken announced it has been selected as the winner of the “Best Overall Content Marketing Company” award for the second consecutive year by MarTech Breakthrough, a leading market intelligence organization that recognizes the top companies, technologies and products in the global marketing, sales and advertising technology industry. Competition was fierce again this year with over 2,700 nominations submitted from around the world. Snappy Kraken joins Shopify, Adobe, Mailchimp, ringDNA, and others as part of the selected 2020 winners.

“True Wealth” Available Now

9/22/2020

Mark Clure of Enso Wealth Management, announced his new book, True Wealth, The GUIDE Process for Finding and Financing Your Ideal Life. In True Wealth, Clure shares insights and examples across a twenty-five-year financial services career, helping readers to approach the concept of wealth from a completely different perspective, one where retirement is not the goal – creating an ideal life is. Uncovering one’s ideal life is, however, more difficult than it sounds. As a result, Clure has developed the GUIDE Process, a five-step plan to help the reader develop a purpose-driven life, and a financially comfortable one, too.

Alliance of Comprehensive Planners Announces First-Ever Virtual Conference

9/22/2020

Alliance of Comprehensive Planners (ACP), a community of tax-focused financial planners who provide comprehensive planning strategies for their clients on a fee-only retainer basis, has announced the 2020 ACP Annual Conference, to be held virtually October 28-30, 2020. Participation is open to all interested financial professionals; one does not need to be an ACP member to attend.

Fidato Wealth Recognized by Financial Advisor Magazine as a Top Investment Advisor

9/17/2020

Fidato Wealth has been named to Financial Advisor magazine’s 2020 Top RIA Rankings. Founded by CEO Tony D’Amico, CFP®, Fidato Wealth is an independent, fee-based financial advisory firm that provides comprehensive financial planning and wealth management for successful families, individuals and professionals.

HawsGoodwin Wealth Adds Specialty Expertise and Credentials

9/16/2020

HawsGoodwin Wealth announced that two of the firm’s partners, Art Haws and Caroline Galbraith, have received the Certified Private Wealth Advisor® (CPWA) certification. The CPWA credential, which is administered by the Investments & Wealth Institute® (formerly IMCA), is a rigorous standard for competence in the field of wealth management today.

Oranj Adds KraneShares China-focused ETFs to its Model Marketplace for Financial Advisors

9/16/2020

Oranj, a single platform for financial advisors to streamline portfolio management and client service, announced that China-focused global asset management firm KraneShares has been added as a best-in-class manager to the Oranj free to low-cost platform.

Lange Financial Group Has Another 5000 KN-95 Masks to Donate to Essential Workers in the Pittsburgh Area

9/10/2020

Lange Financial Group has 5000 KN-95 masks available for charitable organizations. Jim Lange, the president, wants to give them to the organizations that would protect the most people per mask. For example, he would rather give a mask to an essential worker that must interact with the public than one who works from home.

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