Category :

Personal and Family Finances Press Releases

ATA RiskStation™ Now Available on Fusion Capital Management Turnkey Asset Management Platform

ATA RiskStation™ Now Available on Fusion Capital Management Turnkey Asset Management Platform

ATA RiskStation™, a comprehensive portfolio risk oversight technology for financial advisors and compliance professionals, and Fusion Capital Management, a premier advisor platform providing a turnkey asset management solution enabling advisors and institutions to optimally service their clients, announced today that…

Snappy Kraken Earns Spot on List of 2019 Best Places to Work in Financial Technology

Snappy Kraken Earns Spot on List of 2019  Best Places to Work in Financial Technology

​​​In its latest accolade, Snappy Kraken was named to the 2019 List of “Best Places to Work in Financial Technology.”  Snappy Kraken is a MarTech company that helps financial professionals automate their marketing and business processes. Snappy Kraken ranked 14th…

TradePMR Named One of the Best Places to Work in Financial Technology in 2019

TradePMR Named One of the Best Places to Work in Financial Technology in 2019

TradePMR, a technology and custodial services provider, has earned another accolade in 2019. Today, the firm announced they have earned a spot among some of the industry’s best-ranked companies, earning a spot on the 2019 Best Places to Work in…

Oranj Named to 2019 List of Best Places to Work in Financial Technology

Oranj Named to 2019 List of Best Places to Work in Financial Technology

Oranj, the industry’s first free, end-to-end wealth management software, has been named as one of 2019’s best places to work in financial technology. This annual survey and awards program, presented by SourceMedia and Best Companies Group, is designed to identify,…

Chicagoland's Financial Elements Inc. Celebrates 10th Anniversary

Chicagoland's Financial Elements Inc. Celebrates 10th Anniversary

Brenda Knox, CFP®, founder of Financial Elements Inc., is celebrating the firm’s tenth year of guiding clients on their financial journeys. “Having been a financial advisor since the mid ‘90s, I started my firm ten years ago in order to…

TradePMR Earns Top Marks for Custody Platform Satisfaction in 2019 Software Survey

TradePMR Earns Top Marks for Custody Platform Satisfaction in 2019 Software Survey

TradePMR, a brokerage and custodian services provider, has earned top marks for their Fusion technology platforms in a satisfaction survey of more than 5,500 advisors. The results of the 2019 Software Survey, conducted by industry veterans Joel Bruckenstein and Bob…

Centura Wealth Advisory Adds Deep Experience to Its Bench

Centura Wealth Advisory Adds Deep Experience to Its Bench

Centura Wealth Advisory announced today the addition of two seasoned wealth advisors to its existing Liberated Wealth® team.  David Cariani, CFA, CFP®, joins Centura as chief investment officer. Mr. Cariani brings over 20 years of investment strategy experience to the firm and…

SOL Wallet – New Neobank is Coming to South Africa

SOL Wallet – New Neobank is Coming to South Africa

Today, a fintech startup SOL Wallet announced its launch in South Africa in Q1 2019. The company develops a bank-alike money management platform for retail customers, where anyone can deposit, save, invest, make payments and manage their expenses via mobile and…

Archie Ponce Earns CERTIFIED FINANCIAL PLANNER™ Designation

Archie Ponce Earns CERTIFIED FINANCIAL PLANNER™ Designation

Archie Ponce, Executive Vice President at Dallas wealth management and financial planning firm Optima Asset Management has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance…

Financial Education Benefits Center: Corrective Health and How Regular Exercise Can Reduce Healthcare Costs

Financial Education Benefits Center: Corrective Health and How Regular Exercise Can Reduce Healthcare Costs

What’s the value of exercise? According to The New York Times, it comes out to roughly $2,500. Costs associated with treating diseases that could be prevented by staying active is enormous. Unfortunately, people who are inactive tend to develop a…

Check With a Medical Professional Before Taking Dietary Supplements, Says Financial Education Benefits Center

Check With a Medical Professional Before Taking Dietary Supplements, Says Financial Education Benefits Center

​​Knowing what to believe about dietary supplements can be difficult; often claims are made about the supplement with little to no research to actually back them up. Two supplements to recently come under scrutiny are fish oil and vitamin D.…

Secrets of the ACP: A Financial Advisor's Roadmap to Success & Profitability

Secrets of the ACP: A Financial Advisor's Roadmap to Success & Profitability

The Alliance of Comprehensive Planners (ACP), a community of tax-focused financial advisors who provide comprehensive planning strategies for their clients on a fee-only retainer basis, has announced a webcast titled Secrets of the ACP: A Financial Advisor's Roadmap to Success &…

Financial Education Benefits Center: Tips for Millennial Women, the Most Anxious and Proactive Financial Planners

Financial Education Benefits Center: Tips for Millennial Women, the Most Anxious and Proactive Financial Planners

Millennials, in particular millennial women, are the most overwhelmed by their financial situation, according to a recent MarketWatch article. They are nearly twice as likely to report anxiety about finances than all other generations, 40 percent to just over 20…

Financial Education Benefits Center: The Hopelessness of Student Loan Debt Impacts Mental Health

Financial Education Benefits Center: The Hopelessness of Student Loan Debt Impacts Mental Health

Hopelessness is like free falling into a void. Without hope for a better future, an individual may find themselves self-medicating and/or engaging in self-harming behavior, up to, and including considering suicide. A study in a 2009 Law and Psychology Review…

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…

Financial Education Benefits Center: Don't Wait Until the New Year to Restart an Exercise Regime

Financial Education Benefits Center: Don't Wait Until the New Year to Restart an Exercise Regime

Autumn (and winter in particular) are seasons where many people tend to stay indoors and reduce their activity level. While the cold dark days may make it tempting to go into hibernation mode, experts say that these seasons are actually…

Financial Education Benefits Center: When It Comes to Financial Planning, Millennials Are Full of Contradictions

Financial Education Benefits Center: When It Comes to Financial Planning, Millennials Are Full of Contradictions

Generalizations, especially about an entire generation, are undermined by the millions of unique lives of the people that inhabit it. Millennials are no exception. Individuals cannot be defined by broad outlines. Still, there are trends. According to a recently released…

CNote Hits a High Note, Celebrates Multi-Milestone Year

CNote Hits a High Note, Celebrates Multi-Milestone Year

CNote, a women-led financial technology company, announced that over the past year, they'd hit multiple milestones on the road to creating a more inclusive economy in America. The California-based fintech startup, whose overarching mission is to close the wealth gap…

Financial Education Benefits Center Reports Remarkable Link Between Being Single and the Hero's Journey

Financial Education Benefits Center Reports Remarkable Link Between Being Single and the Hero's Journey

“Love is a friendship set to music," wrote Joseph Campbell, famous mythologist and famed expert on the Hero’s Journey. Perhaps his wisdom can be applied to love and romance, especially for those who recently embarked on an epic journey of…

The Days Are Getting Darker, but FEBC's Benefits May Help Members Who Are Feeling SAD

The beginning of autumn and successful transition into winter can be difficult for many reasons: adjusting to the time change, holidays (and the increased family obligations), colder weather, darker days. For some, this time of the year may be harder…

Login

Or using ePRNews Account

Don't have an account ? Sign Up

Register New Account

Or form here

Already have an account ? Login

Reset Password

Already have an account ? Login