Personal Finance

Are You Ready for Another Economic or Personal Finance Crisis? Break the Financial Stress Cycle

Are You Ready for Another Economic or Personal Finance Crisis? Break the Financial Stress Cycle

Emerging authors J. & V. Golden, better known as The2Sisters have taken a whole new spin on life and financial literacy. The latest release, to their life-changing book series, Bringing Home The Bacon: Chapter 1 details how many are ruled…

Snappy Kraken to Host Jolt! Conference for Financial Advisors at the Aria Resort in Las Vegas

Snappy Kraken to Host Jolt! Conference for Financial Advisors at the Aria Resort in Las Vegas

Snappy Kraken, a MarTech company focused on helping financial advisors automate their marketing and business processes, recently announced the launch of their first annual Jolt! financial advisor marketing conference, which will be held October 20th-22nd at the Aria Resort in…

Timeshare Selling Team Successfully Cancelled 5,000 Timeshares

Timeshare Selling Team Successfully Cancelled 5,000 Timeshares

Aaron W. — A South Carolina Firefighter trying to do something meaningful for his wife and two daughters bought a Timeshare in 2017. Paying over $300 a month in mortgage and over $1,000 a year in maintenance fees to only…

Vacation Ownership Consultants: Beware of Timeshare Resale Scams

Vacation Ownership Consultants: Beware of Timeshare Resale Scams

Scams flourish during times of despair. Many timeshare owners are facing financial hardship or lifestyle changes to remain safe during a pandemic. If we think back to the most recent financial crisis, an industry of timeshare resale schemes popped up…

Snappy Kraken Raises $6 Million in Series A Round Led by FINTOP Capital

Snappy Kraken Raises $6 Million in Series A Round Led by FINTOP Capital

Snappy Kraken, an automated growth program for financial advisors, today announced the closing of $6 million in Series A financing. Led by FINTOP Capital, the round was joined by Flyover Capital and 1248 Holdings, both of which participated previously in…

HawsGoodwin Wealth Hires Newest Advisor

HawsGoodwin Wealth Hires Newest Advisor

HawsGoodwin Wealth, a Nashville area financial planning and investment management firm, announced today the hiring of their newest team member, David Hardenbergh, as an Associate Wealth Advisor.Finding talented individuals is important to us as we build our firm to best…

ACP Members Provide Tips for Taxpayers to Get the Most Out of Their Returns in 2021

ACP Members Provide Tips for Taxpayers to Get the Most Out of Their Returns in 2021

With the new tax deadline of May 17 looming for much of America (and June 15 for states impacted by the February storm), seven certified members of the Alliance of Comprehensive Planners (ACP), have provided an array of tax tips…

Redi2 Technologies’ Redi2 Revenue Manager™ Platform Implemented by Beutel, Goodman & Company Ltd.

Redi2 Technologies’ Redi2 Revenue Manager™ Platform Implemented by Beutel, Goodman & Company Ltd.

Redi2 Technologies, Inc., the premier provider of revenue management and hosted fee-billing solutions to the global financial services industry today announced that Beutel, Goodman & Company Ltd., a Canadian independent investment manager with over $40 billion in assets under management,…

HawsGoodwin Welcomes Two Vanderbilt Interns for Spring Semester

HawsGoodwin Welcomes Two Vanderbilt Interns for Spring Semester

HawsGoodwin Wealth, a Nashville area financial planning and investment management firm, is pleased to welcome two student interns during the spring semester. Abby Bush and Alexis Condon are spending 12 weeks under the guidance of Caroline Galbraith, CPWA®, CFP®, Partner…

Holistiplan’s Award-Winning Tax-Planning Software Chosen by Buckingham Strategic Wealth for Advisors Nationwide

Holistiplan’s Award-Winning Tax-Planning Software Chosen by Buckingham Strategic Wealth for Advisors Nationwide

Holistiplan co-founders, Roger Pine, CFA®, CFP®, and Kevin Lozer, CFP®, today announced that Buckingham Strategic Wealth, headquartered in St. Louis, Missouri, has added Holistiplan's tax planning software to its tech stack. Holistiplan is an award-winning tax planning software for financial…

My Susu Inc. to Launch Mobile App in March of 2021

My Susu Inc. to Launch Mobile App in March of 2021

Taking the next step in its mission to bring sustainable, community-oriented financial networks to Americans who have struggled to save, My Susu Inc. will be launching its mobile app in late March, preceded by its launch event on March 27,…

Cam Goodwin, President of HawsGoodwin Wealth, Earns Prestigious CEPA Designation

Cam Goodwin, President of HawsGoodwin Wealth, Earns Prestigious CEPA Designation

HawsGoodwin Wealth, an independent financial planning and investment management firm, announced today that President and Managing Partner Cam Goodwin successfully achieved the Certified Exit Planning Advisor (CEPA) designation, the most widely accepted and endorsed professional exit planning certification program in…

Americans Gave Up Citizenship in Record Numbers in 2020, Up Triple From 2019, Reports Tax Specialists Americans Overseas

Americans Gave Up Citizenship in Record Numbers in 2020, Up Triple From 2019, Reports Tax Specialists Americans Overseas

2020 was a record year for Americans giving up their citizenship, according to the experts and tax specialists of Americans Overseas.A record 6,705 Americans gave up their citizenship in 2020 A 260% increase from 2019 when 2,577 Americans gave up their citizenship Renunciations…

America’s Best TAMPs, 2021 Edition: New Guide for Financial Professionals Unveiled by TheWealthAdvisor.com

America’s Best TAMPs, 2021 Edition: New Guide for Financial Professionals Unveiled by TheWealthAdvisor.com

TheWealthAdvisor.com, a Marina Media, LLC outlet, today announced their annual issue of "America's Best TAMPs - 2021 Edition," which features thirty of the top TAMPs in the U.S.A. TAMP or turnkey asset management program is typically a fee-account technology platform…

cleverDome and Silver Oak Securities to Provide Military-Grade Cybersecurity to Advisors and Representatives

cleverDome and Silver Oak Securities to Provide Military-Grade Cybersecurity to Advisors and Representatives

cleverDome, Inc.™, a Phoenix-based 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), today announced an agreement with Silver Oak Securities, Inc. to move…

Zoe Financial Gives Insight on How a Wealth Manager Can De-risk a Portfolio

Zoe Financial Gives Insight on How a Wealth Manager Can De-risk a Portfolio

Understanding the value of de-risking a portfolio can be challenging after years of a growth-focused investment approach. Yet, as the end state of an investment goal approach, so too does the importance of reducing volatility in the portfolio. A wealth…

Nevada State Treasurer's Office Unveils New Digital Platform Providing Families Access to Enhanced Planning Resources for Higher Education

Nevada State Treasurer's Office Unveils New Digital Platform Providing Families Access to Enhanced Planning Resources for Higher Education

The Nevada State Treasurer’s Office announces the launch of NVigate, a new program and online platform providing students and parents access to essential information, programs and services to make informed decisions about planning, saving and budgeting for higher education. NVigate…

New E-Book Aims to Eradicate Most Student Loan Debt While Fighting Hunger Too

New E-Book Aims to Eradicate Most Student Loan Debt While Fighting Hunger Too

The Student Debt Manifesto: How to pay off student loans faster and gain financial freedom, is a new motivational and personal success e-book by up-and-coming LATINA owned publishing company, Green Manifesto Books LLC, that could help with the current student…

Holistiplan's Innovative Tax-Planning Software is Latest Value-Add to Carson's Tech Stack

Holistiplan's Innovative Tax-Planning Software is Latest Value-Add to Carson's Tech Stack

Holistiplan co-founders, Roger Pine, CFA®, CFP®, and Kevin Lozer, CFP®, today announced that Carson Group will integrate Holistiplan's award-winning comprehensive tax planning software into its tech stack. The Holistiplan subscription costs are covered in full for all Carson Partners. Earlier…

Oranj Adds Reporting Feature to Its Platform for Financial Advisors

Oranj Adds Reporting Feature to Its Platform for Financial Advisors

Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced the launch of its new Investment Reporting feature on the Oranj platform. The Oranj Investment Reporting feature is designed to be straightforward, with easy-to-produce-and-explain…

Login

Or using ePRNews Account

Don't have an account ? Sign Up

Register New Account

Already have an account ? Login

Reset Password

Already have an account ? Login