Impact Communications

Leesy Palmer

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Snappy Kraken Named WealthManagement.com 2018 Industry Awards Winner

Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, was selected as a winner of the WealthManagement.com 2018 Industry Awards, the only awards program of its kind to honor outstanding achievements by companies…

Oranj Named 2018 WealthManagement.com Industry Awards Finalist

 Oranj, the first free, end-to-end wealth management software, has been recognized by Wealthmanagement.com as a finalist for their 2018 Industry Awards. The growing technology firm was recognized for their innovative approach to account aggregation, which layers multiple account aggregators on…

Stearns Financial Group Releases Step-by-Step Financial Guide for Women Divorcing Over the Age of 50

Divorce is complicated. But divorce after the age of 50 can be financially devastating. A new book by Haleh Moddasser, CPA, titled Gray Divorce, Silver Linings: A Woman’s Guide to Divorce After 50, couples Moddasser’s professional experience working with women navigating…

Oranj and Redtail Integration Unites CRM Leader With Industry's First Free Wealth Management Platform

Oranj, the first free, end-to-end wealth management software, today announced an integration with Redtail Technology (Redtail), a leading provider of web-based client relationship management (CRM) for financial advisers. Redtail and Oranj users will now experience real-time updates across both platforms,…

TradePMR to Host Fourth Annual Oktoberfest Celebration

TradePMR, a custodial services provider dedicated to serving registered investment advisors (RIAs), will host its fourth annual Oktoberfest celebration on Thursday, Oct. 4, from 5:30 - 7 p.m. at the TradePMR headquarters in Gainesville, Florida. Entertainment for this year's event…

Optima Asset Management Recognized as Top Investment Advisor

Optima Asset Management, a Dallas-based Registered Investment Advisor, has been named to Financial Advisor magazine’s 2018 Top RIA Ranking. Founded in 1995, Optima is an independent, fee-only financial advisory and investment management firm that serves individuals, couples and families, as…

FinMason Launches in Europe

FinMason, one of the world’s largest investment analytics as a service companies, today announced that they are rolling out a Euro-denominated version of their acclaimed investment analytics platform. This enhancement marks a continuation of FinMason’s international expansion plans. The Euro…

Maribeth Kuzmeski and Marie Swift Announce Interactive Media Training / Thought Leadership Experience

Long-time financial services marketing and PR consultants Marie Swift (www.ImpactCommunications.org) and Maribeth Kuzmeski (www.RedZoneMarketing.com) are joining forces to bring the first-ever Advisor Thought Leader Summit to a select group of tenured financial professionals. The event – which is being billed as an interactive workshop…

AdvisorEngine Launches Enterprise Fee Billing Product, Simplifying Operations and Increasing Revenue Visibility

AdvisorEngine, the financial experience company, is helping advisory firms tackle the complexity of fee billing and revenue management. The company today announced the launch of its new billing engine, an impactful solution that brings simplicity to a common operational pain…

Ohio-Based Financial Services Firm Fidato Wealth Relocates to Middleburg Heights

Fidato Wealth, an SEC Registered Investment Advisor and financial planning firm, today announced that they have moved their offices to a new, larger location at 7530 Lucerne Drive, Suite 400, in Middleburg Heights. Tony D’Amico, CFP®, CEO and Senior Wealth…

Jason Peplinski Named to Investment News '40 Under 40' List of Financial Advisors

Jason J. Peplinski, MBA, FSS, LUTCF, a financial advisor in Lincoln, Nebraska, has been named by Investment News to its “40 Under 40” list. According to the publication, the 40 Under 40 project “shines a spotlight on the tremendous potential…

Debra McDonald, CFP® Joins TFC Financial Management

TFC Financial Management (TFC), an independent, majority employee-owned registered investment advisory and financial planning firm founded in 1980, announced that Debra S. McDonald, CFP®, has joined the firm as a senior client advisor. Most recently, McDonald spent 13 years with Wingate…

cleverDome Named Finalist in 2018 Industrywide Competition, Dubbed Financial Services "Industry Disruptor"

​cleverDome, Inc.™, a B-Corporation that provides a community-driven solution to protect confidential consumer information by taking that information “under the Dome”TM (i.e., secure and off the open Internet), has been named a finalist in the 2018 WealthManagement.com Industry Awards. A…

Alliance of Comprehensive Planners Announces 2018 Tax-Focused Case Study Competition for College Students

The 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, today announced details of the second annual ACP Tax-Focused Case Study Competition. This competition is…

Adviser Groups to RIAs: Show Your Independence, Explain to the SEC How You're Different From Brokers

​Several nationally recognized groups of fiduciary advisers today announced an initiative to urge RIAs (SEC and state registered investment advisers) to write the SEC (Securities Exchange Commission) and explain how independent financial advisers are different from brokers. The initiative launches…

TradePMR Named Finalist in Financial Services Awards Competition

TradePMR, a custodial services provider dedicated to serving registered investment advisors (RIAs), has been named a finalist in the 2018 Wealthmanagement.com Industry Awards. A judging panel of industry professionals selected TradePMR as one of only three finalists in the category…

AdvisorEngine Re-Architects Its Technology to Support Client Growth and Foster Platform Openness

AdvisorEngine, the financial experience company, today announced the rollout of a brand new technical architecture. The completion of this initiative brings immediate benefits for financial firms, advisors and their clients. This transformation positions AdvisorEngine to scale on demand to meet…

North Capital to Present at AICPA ENGAGE as Member of Startup Accelerator Cohort

​North Capital Investment Technology, a market-leading provider of technology and brokerage services for exempt securities offerings, will present at AICPA ENGAGE as a member of the inaugural class of the Association of International Certified Professional Accountants and CPA.com Startup Accelerator.…

AdvisorEngine Introduces New Junxure Branding, Continues Company Evolution

 AdvisorEngine, the financial experience company, today announced a rebranding initiative to align its visual identity with recently acquired Junxure, the leading CRM solution for financial advisors. The company unveiled an updated look across Junxure’s digital marketing channels, including a new…

Snappy Kraken Named WealthManagement.com 2018 Industry Awards Finalist

Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, today announced they have been selected as finalists for the WealthManagement.com 2018 Industry Awards, the only awards program of its kind to honor outstanding…

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