Blog Archives

Larry Swedroe and Adam Yofan to Answer Questions on Investing, Wealth Management and Preservation

11/25/2020

James Lange, CPA/Attorney, President of Lange Financial Group, is hosting a live webinar on December 2, 2020 at 12:30 pm EST featuring nationally-renown financial professionals, Larry Swedroe and Adam Yofan. This live Q & A is designed to answer a myriad of questions on investing, wealth management and preservation of capital.

2nd Annual ESG Summit and Film Festival to Support UN Sustainable Development Goals

11/23/2020

The second annual InvestmentNews ESG Summit and Film Festival will be held on December 2nd and 3rd, 2020. InvestmentNews.com and the United Nations Office for Partnerships are co-hosts. The virtual event will showcase investing strategies, communications plans and policy approaches for financial advisers seeking to support clients’ burgeoning interest in the $40 trillion global market for environmental, social and governance investments.

Snappy Kraken Launches “Marketing Accelerator” for Financial Professionals

11/19/2020

Snappy Kraken announced the launch of their new 90-Day Marketing Accelerator – a 12-week, professionally-guided program designed to help financial advisers build, launch, and sustain a proven marketing strategy. Each week, participants will get the guidance they need to add one more building block to their digital marketing foundation.

New Survey Explores How Financial Advisors Have Responded to the Covid Crisis and Coronavirus Crash

11/16/2020

In October 2020, Impact Communications conducted a survey on Conversations That Matter: Addressing Client Concerns, Hopes and Dreams During Uncertain Times. The survey asked hundreds of independent financial advisors to weigh in on how they have adjusted to the challenges posed by the Covid Crisis and Coronavirus Crash.

Jeffrey Levine joins Holistiplan

11/10/2020

Holistiplan announced that Jeffrey Levine CPA/PFS, CFP®, AIF®, CWS® will join Holistiplan as Tax Planning Strategist.

“We are very excited that Jeff is joining the Holistiplan team,” said Kevin Lozer, co-founder Holistiplan. “Jeff is one of the most respected tax planning authorities in our industry. Just as important, Jeff is also an advisor who can articulate technical tax concepts in a digestible way.

Snappy Kraken Recognized in Three Categories as 2020 Benzinga Fintech Listmaker

11/5/2020

Snappy Kraken announced it has been chosen for the Benzinga Listmaker of the Year in three categories: Best New Product, Best Data Analysis Tool, and Best Wealth Management Software. “Making the Benzinga list is a fantastic validation of the success and innovation provided by the Snappy Kraken platform,” said Snappy Kraken co-founder and CEO Robert Sofia.

HawsGoodwin Signs On as Mentor in Vanderbilt “WiB” Program

11/3/2020

HawsGoodwin Wealth announced that Caroline Silen, a junior at Vanderbilt, will spend six weeks interning with the firm as part of Vanderbilt’s Women in Business Program (WiB).