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Fidato Wealth Recognized for Second Year in a Row in Financial Advisor Magazine

Fidato Wealth Recognized for Second Year in a Row in Financial Advisor Magazine

​​​​Fidato Wealth, a Middleburg Heights, Ohio Registered Investment Advisor, has been named to Financial Advisor magazine’s Top RIA Rankings for the second year in a row. The 2018 list was recently published by this respected financial services industry magazine. Founded…

AdvisorClarity Powers Up Business Intelligence Platform, Infuses FinMason's Robust Investment Analytics

AdvisorClarity, a leading provider of comprehensive business intelligence software for independent financial advisory firms, announced today that the firm has selected FinMason to power its investment analytics. FinMason, a rapidly growing fintech firm operating one of the largest investment analytics…

cleverDome's New President Shares Plans for Continued Growth Path, Makes Announcements at the 2018 T3 Enterprise Conference

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), while at the T3 Technology Conference 2018 for financial services enterprises in Las…

ATA RiskStation™ Launches Enterprise Compliance Risk Dashboard

Today at the T3 Enterprise Conference, ATA RiskStation kicked off the conference from the main stage by announcing the launch of their much-anticipated enterprise compliance dashboard. Leadership from broker-dealers, banks, and large advisory firms can now set proximity risk tolerances…

Alliance of Comprehensive Planners Announces New Options for Becoming an ACP Member

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, has announced new membership options for new members. Student Membership, Associate Membership and Certified Membership…

InterGen Data to Provide 'Predictive Life Event' Capabilities on Orion Advisor Platform

InterGen Data, Inc. (InterGen), an AI-driven technology company that helps financial services firms identify when their clients are likely to have an important life event occur – including what that event could be and how much of a financial impact…

One-Day Program to Provide Secrets to a Successful Client Advisory Board for Financial Planning Firms

The Client Driven Practice is offering a one-day program that will provide financial advisors with the tools they need to create, conduct and improve a client advisory board. The program is taking place on October 15, 2018, in Philadelphia, Pennsylvania at…

Optimis Signs Up for FinMason Analytics Through FinTech Sandbox

FinMason, a rapidly growing fintech firm operating one of the largest investment analytics platforms in the world, today announced that Optimis will be using FinRiver™ – a suite of lightning-fast investment analytics APIs – to power their offering. Optimis, a…

North Capital to Host Leading Platforms at 2018 Partner Summit in Salt Lake City

North Capital Investment Technology, a market-leading provider of technology and brokerage services for exempt securities offerings, announced today that it will host an invitation-only, one-day summit for its partners, who are leaders and visionaries in the private securities industry on…

The Investment Center Expands to Accommodate Growth

The Investment Center, Inc. (TIC), an independent broker-dealer based in New Jersey, has added 16 new advisors and more than $642 million in AUM since early April, bringing the total AUM to more than $7.6 billion, a 25-year year-to-year increase.…

Totum Risk Taps FinMason to Expand Portfolio Analytics Suite

FinMason, a rapidly growing fintech firm operating one of the largest investment analytics platforms in the world, today announced that it has partnered with Totum Risk, the only multi-dimensional risk tolerance questionnaire that helps financial advisors understand how much risk…

Alliance of Comprehensive Planners and the Kinder Institute of Life Planning Announce Sept. 27 Webcast Date

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, and the Kinder Institute of Life Planning, an organization that provides workshops, intensive trainings and consulting…

FinMason Wins Best Compliance Technology at 2018 Wealth Management Industry Awards

FinMason, one of the world's largest investment analytics as a service companies, has been named best compliance technology solution at the 2018 Wealth Management Industry awards. The growing fintech firm was recognized for their FinRiver for Salesforce offering that allows…

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…

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