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RealT Continues to Innovate with a Focus on Web3 Mass Adoption for Tokenized Real Estate

9/27/2022

RealToken Technologies Inc. (RealT ) announced the launch of Walletless, a feature that allows investors to participate in the new realm of tokenization of assets without a Crypto-Wallet. RealToken's Walletless is now available for investment by both individuals and business entities under Regulation D and Regulation S. The RealT platform will soon be available to US self-directed IRAs.

Fidato Wealth Announces Interactive Retirement Planning Course with Classes Offered Both Online and In Person

9/20/2022

Fidato Wealth announced a continuing education course, scheduled to begin later this month. The interactive session, titled Retirement Planning Today®, will be taught over two nights, with sessions offered by Highland Community Education and Lorain County Community College. These sessions are part of a larger financial literacy project, including online and in-person classes being offered in both September and October.

Bogart Wealth Named to Top Financial Advisor and Fastest-Growing Companies Lists in Forbes, Washington Business Journal, and Inc.

9/15/2022

Bogart Wealth was named to multiple lists of top financial advisors and fastest-growing companies in national and industry publications. CEO James Bogart was included in Forbes’ list of Top Next-Gen Wealth Advisors, coming in at first overall in Virginia and #34 overall nationally. In addition, Bogart Wealth ranked #4,192 overall in the 2022 Inc. 5000, Inc. Magazine’s annual ranking of America’s fastest-growing private companies, and landed eighth overall in the Washington Business Journal’s rankings of the largest wealth management firms in greater Washington D.C.

Holistiplan and Kitces.com Infuse Tax-Focused Advisor Education into Award-Winning Platform

9/7/2022

Holistiplan announced a new partnership with Kitces.com. Kitces.com will provide advanced educational content on tax planning through an integration into the Holistiplan software for paying Holistiplan users. In addition, all Holistiplan users will receive an exclusive offer to access the Kitces.com updated-for-2022 tax course, How to Find Planning Opportunities When Reviewing a Client’s Tax Return.

RealT Continues to Innovate with a Focus on Web3 Mass Adoption for Tokenized Real Estate

Fidato Wealth Announces Interactive Retirement Planning Course with Classes Offered Both Online and In Person

Bogart Wealth Named to Top Financial Advisor and Fastest-Growing Companies Lists in Forbes, Washington Business Journal, and Inc.

Holistiplan and Kitces.com Infuse Tax-Focused Advisor Education into Award-Winning Platform

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