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Personal and Family Finances Press Releases

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…

MoneyWiz, With Over 1 Million Downloads Worldwide, is the First and Only Personal Finance App to Include Support for Crypto Currency!

​Over 1 million users worldwide have discovered the ease and benefit of MoneyWiz - the personal finance app that allows users to manage ALL of their financial accounts, budgets, and bills in ONE place - allowing for a seamless flow of financial…

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…

ReSolve Announces It Has Acquired Acorn Global Investments

ReSolve Asset Management Inc. (“ReSolve”) is pleased to announce that it has acquired Acorn Global Investments Inc. (“Acorn”), an alternative investment manager specializing in managed futures and macro strategies. Acorn has approximately $210 million in assets under management and has…

ReSolve Acquires Acorn Global Investments

ReSolve Asset Management Inc. (“ReSolve”) is pleased to announce that it has acquired Acorn Global Investments Inc. (“Acorn”), an alternative investment manager specializing in managed futures and macro strategies. Acorn has approximately $210 million in assets under management and has…

Provident Loan Society of New York Offers a Summer Alternative for Students Short on Cash

​The not-for-profit lending organization, Provident Loan Society of New York, is providing a lending alternative for students who may be short on cash this summer. As interest rates continue to rise, borrowing money is getting more expensive for anyone in search of a…

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…

International Association of Women Honors Felecia Froe as a 2018-2019 Influencer of the Year

​​The International Association of Women (IAW) honors Felecia Froe as a 2018-2019 Influencer of the Year. She is recognized with this prestigious distinction for leadership in entrepreneurship. The International Association of Women (IAW) is a global in-person and online networking…

DiversyFund Co-Founders Craig Cecilio and Alan Lewis Are Bringing Wealth Opportunities to Everyone

Real estate investments historically required huge amounts of money or the right contacts to access exclusive deals. The problem is, these are multi-million dollar assets and regular investors were never able to participate – until recently, thanks to crowdfunding real estate platforms…

Check Into Cash 25th Anniversary Giveaway

Check Into Cash launched their 25th Anniversary Giveaway to kick off the celebration for the company’s 25th year of business. They will be giving away a total of $25,000, in $1,000 increments, to 25 winners beginning in June. The giveaway…

Abacus Settlements Now #2 in Life Settlement Industry After 55 Percent Growth in 2017

Abacus Settlements purchased 55 percent more life insurance policies in 2017 and is now the #2 largest life settlement buyer in the Nation. According to a report from The Deal, the life settlement industry grew by 19 percent in 2017,…

Onerent Launches 'Poplar Street' to Give Renters 20 Percent of Their Rent Back When They Buy a Home

​Onerent, a venture-backed real estate technology, and services company, announced today the launch of a new product called Poplar Street – a new way to rent-to-buy a home. Renters can rent a home with Poplar Street and get 20 percent of each month’s…

AdvisorEngine Enhances Rebalancing and Trading Capabilities, Integrates With Smartleaf

AdvisorEngine, the innovative fintech company that is reimagining how technology can serve financial advisors, today announced its integration with Smartleaf, a leading provider of automated portfolio rebalancing and tax optimization for wealth managers, RIAs, TAMPs, broker/dealers and banks. The addition…

VA Housing Summit in Houston Helps Veterans, Reservists, Active Duty

The nonprofit organization Veterans Association of Real Estate Professionals (VAREP) will be hosting a free VA Housing Summit on Saturday, May 19, that will educate veterans, reservists and military families on financial assistance programs that can lower their housing costs. Close…

FinMason Expands North American Sales Team

FinMason, a rapidly growing international FinTech firm and leading provider of investment analytics as a service, today announced the appointments of industry veterans Peter Vitale and Stefan Thielen to their growing North American sales team. Vitale joins as director of…

Financial Education Benefits Center Supports Its Members in Pursuit of Vitamins

Vitamins are essential for health. Individuals can get vitamins in the food they eat or in the form of supplements, and, in fact, over a third of Americans take multivitamins regularly. Some places even offer vitamin IVs or shots, but…

Financial Education Benefits Center Encourages Roadway Adventures With Roadside Assistance Benefit

​​The weather is warming up, triggering many Americans’ wanderlust. For many, spring weather might bring on the road trip bug. While road trips can be taken any time of the year, spring signals a change in weather that brings wildflowers…

Strongsville Certified Financial Planner Offers Five Tips for Financial Literacy Month

April is Financial Literacy Month and, at the same time, most Americans have just filed their taxes or at least filed extensions. Many are going through the painstaking task of peeking under the hood of their financial engine and realizing…

American Financial Benefits Center on Adulting and Student Loan Responsibility

Being an adult comes with a lot of different responsibilities, and while millennials may poke fun at “adulting,” everyone experiences it differently. For some, getting their first “real job” or apartment might be the first signal that adulthood has officially…

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