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Heron Wealth Recognized by Citywire RIA Magazine as 'Future 50' Financial Advisory Firm to Watch

Heron Wealth Recognized by Citywire RIA Magazine as 'Future 50' Financial Advisory Firm to Watch

​​​​​Heron Wealth, an SEC Registered Investment Advisor based in New York City, was named to Citywire’s 2019 inaugural list of RIA Future 50. At a special gathering in Austin earlier this month, Citywire recognized fifty firms that best represent its…

Eighth Annual Rocktoberfest in Chicago Happening Oct. 10, 2019

Eighth Annual Rocktoberfest in Chicago Happening Oct. 10, 2019

​​​​The eighth annual Rocktoberfest in Chicago will be held on Oct. 10, 2019, at the City Winery, located at 1200 West Randolph Street, Chicago. Festivities begin at 6 p.m. The fundraiser will benefit A Leg To Stand On (ALTSO). ALTSO is a non-profit organization that…

Oranj Will Rock Out for Charity as VIP Sponsor at Eighth Annual ALTSO Rocktoberfest-Chicago

Oranj Will Rock Out for Charity as VIP Sponsor at Eighth Annual ALTSO Rocktoberfest-Chicago

​Oranj, a free end-to-end wealth management solution that helps independent financial advisors streamline business and create a collaborative digital experience for their clients, announced that they will rock out for charity as a VIP Sponsor of the eighth annual Rocktoberfest…

Impact Communications Signs on as Exclusive Press Partner for Eighth Annual Rocktoberfest-Chicago

Impact Communications Signs on as Exclusive Press Partner for Eighth Annual Rocktoberfest-Chicago

​Marie Swift, President and CEO of Impact Communications (Impact), a full-service marketing and public relations firm established in 1993 to exclusively serve independent financial advisors and allied institutions, today announced that her company has signed on as the exclusive press…

Fidato Wealth Announces Up-Coming Retirement Planning Course, Offered Through Highland Community Education

Fidato Wealth Announces Up-Coming Retirement Planning Course, Offered Through Highland Community Education

​​​​​​​​Fidato Wealth, an independently owned and operated fiduciary financial advisory firm located in Middleburg Heights, Ohio, announced a continuing education course, scheduled to begin later this month. The two-session course, titled Retirement Planning Today®, will be held at Highland High…

RightCapital Provides Right Tools for Financial Planning Students

RightCapital Provides Right Tools for Financial Planning Students

  RightCapital, a next-generation financial planning solution that provides advisors with the ability to create custom comprehensive financial plans, has been working closely with university personal financial planning programs, providing their software free to students who are enrolled in the Personal…

Fidato Wealth Announces Christmas in July Supply Drive with Local Cleveland Charity 'Shoes and Clothes for Kids'

Fidato Wealth Announces Christmas in July Supply Drive with Local Cleveland Charity 'Shoes and Clothes for Kids'

​Fidato Wealth, an independently owned and operated fiduciary financial advisory firm located in Middleburg Heights, Ohio, announced their annual “Christmas in July Supply Drive” which will benefit “Shoes and Clothes for Kids” (SC4K). Fidato Wealth will be joining with clients…

Oranj Unifies Trading and Rebalancing Technology Under Single Platform and Brand

Oranj Unifies Trading and Rebalancing Technology Under Single Platform and Brand

Oranj has taken the next step in their quest to simplify advisor technology - helping advisors spend less time managing and more time advising clients. Today the wealth management platform announced that the TradeWarrior trading and rebalancing technology and brand…

Bob Roberts Joins Legacy Capital as Chief Operating Officer

Bob Roberts Joins Legacy Capital as Chief Operating Officer

Legacy Capital, a leading Arkansas-based wealth management firm, today announced that Robert C. (Bob) Roberts has joined as Chief Operating Officer. “We are thrilled that Bob Roberts is joining our team,” said President Matt Jones, JD, CFP®. “He brings extensive…

Oranj Named Finalist in Multiple Categories of WealthManagement.com 2019 Industry Awards

Oranj Named Finalist in Multiple Categories of WealthManagement.com 2019 Industry Awards

​​​Oranj, an end-to-end wealth management software for financial advisors, has been named a finalist for the Wealthmanagement.com 2019 Industry Awards. The Chicago-based fintech firm is recognized in multiple categories, including its popular model marketplace, which launched just 18 months ago.…

Stratus Wealth Advisors Expands Services to Small Business Clients

Stratus Wealth Advisors Expands Services to Small Business Clients

Sam Brownell, CFA®, MBA, founder of Stratus Wealth Advisors (formerly Stratus Capital Management), has successfully completed the requirements to become a Certified Valuation Analyst® from the National Association of Certified Valuators and Analysts (NACVA). The CVA designation is the most widely recognized…

Bay Area Native, Matt Faubion, Joins  Catalyst Private Wealth as Wealth Strategist

Bay Area Native, Matt Faubion, Joins Catalyst Private Wealth as Wealth Strategist

– Catalyst Private Wealth announced that Matt Faubion, CFP®, has joined the firm as Wealth Strategist to lead the team’s financial planning services and planning strategy. “We’re so excited to have Matt join our team. Adding his expertise and energy…

Rapunzl Hosts College Investment Competition Sponsored By Fidelity Investments®

Rapunzl Hosts College Investment Competition Sponsored By Fidelity Investments®

​​In honor of financial literacy month, Rapunzl Investments, a social investing platform for iOS and Android that tackles financial education in underserved communities across the country, hosted in April 2019 a simulated investment competition at 11 New England Small Colleges.…

TradePMR Named a Winner of 2019 Excellence in Customer Service

TradePMR Named a Winner of 2019 Excellence in Customer Service

 TradePMR, a technology and custodial services provider, has been named a winner of the 2019 Excellence in Customer Service Award presented by Business Intelligence Group. TradePMR was one of seven small businesses from across the globe that was recognized as…

Hilltop Wealth Solutions Hosting Open House to Celebrate New Office Space and Independent Status

Hilltop Wealth Solutions Hosting Open House to Celebrate New Office Space and Independent Status

​​​​​​​​​​​​​Hilltop Wealth Solutions, a local financial advisory firm, is hosting an Open House on May 16, from 4:30 – 7:30 p.m. at their new offices at 527 Park Place Court, Suite 100, in Mishawaka. Clients, guests and friends of the firm…

Oranj Named to Inaugural WealthTech 100 List

Oranj Named to Inaugural WealthTech 100 List

Oranj, an end-to-end wealth management software for financial advisors, has been named as one of the world’s most innovative wealth tech companies, earning a spot on the inaugural WealthTech 100 list. Oranj was chosen by a panel of industry experts…

Alliance of Comprehensive Planners Announces Featured Speakers, Plans for 2019 Annual Conference in San Diego

​​​​​​​​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 the featured speakers and special plans for the 2019 ACP Annual Conference. This…

Independent Financial Partners Selects Redi2 for Fee Billing, Revenue Management Solutions

Independent Financial Partners Selects Redi2 for Fee Billing, Revenue Management Solutions

Redi2 Technologies has been selected by ​​​​​​​​​​​Independent Financial Partners (IFP), an SEC-registered investment advisor and soon-to-be broker-dealer, as their provider of hosted fee billing and revenue management solutions.  Redi2 delivers a number of services through their Wealth Manager Enterprise Solution program to IFP advisors,…

Oranj Continues Customization Crusade, Expands Free Model Marketplace

Oranj Continues Customization Crusade, Expands Free Model Marketplace

Customizing client portfolios can exemplify an advisor’s worth to their clients. Coupling that customization with institutional-grade rebalancing capabilities, award-winning account aggregation and asset manager perspectives and strategies has the ability to change the way an advisor runs their business. Today, Oranj,…

Veteran Retirement Experts at Stearns Financial Group Offer Insights on Mars and Venus of Retirement

Veteran Retirement Experts at Stearns Financial Group Offer Insights on Mars and Venus of Retirement

Divorce over the age of 50 is growing at double the general divorce rate in the U.S. But “gray divorce” is just one of the retirement issues that the aging U.S. population might face. The current generation of retirees, unlike…

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