Personal and Family Finances Press Releases

Tiller Money Launches New Google Sheets Platform to Instantly Automate Personal Finances in Spreadsheets

Tiller Money Launches New Google Sheets Platform to Instantly Automate Personal Finances in Spreadsheets

At #FinCon19 today, Tiller Money announced the Tiller Money Platform for Google Sheets, with all-new tools to instantly automate personal finance tracking in any Google Spreadsheet, along with a free library of templates and a vibrant new user community. Tiller…

Jumpstart Joins MERJ to Offer US Investors Regulated Exposure to Tokenized Securities

MERJ, the official stock exchange of the Republic of Seychelles, teams up with U.S. broker-dealer Jumpstart and custodian Prime Trust to open its doors to American accredited investors seeking to take part in its equity offering. The move marks the…

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…

Waller Tops Tennessee Private Wealth Category in Chambers High Net Worth Guide

​Aaron B. Flinn, Richard A. Johnson and G. Michael Yopp, tax attorneys in Waller’s Nashville office, have been recognized in the 2019 edition of the Chambers High Net Worth guide. Waller is the only Tennessee law firm to receive a top ranking (Band 1)…

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…

Veterans Association of Real Estate Professionals (VAREP) Hosting a VA Housing Summit in Twin Cities on June 8

Veterans Association of Real Estate Professionals (VAREP) Hosting a VA Housing Summit in Twin Cities on June 8

​​​​The nonprofit organization, Veterans Association of Real Estate Professionals (VAREP), is hosting a free VA Housing Summit on Saturday, June 8, in St. Paul that will educate veterans, reservists and military families on financial assistance programs that can lower their housing costs.…

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…

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,…

Hypur Brings Nationwide Payments Solution to Cannabis Consumers and Merchants

Hypur Brings Nationwide Payments Solution to Cannabis Consumers and Merchants

Hypur, Inc. announced that its reliable and secure electronic payment solution is now available for state legal marijuana-related businesses (MRBs) throughout the United States. Through its compliance technology, point-of-sale integrations, and payment solutions capabilities, Hypur provides complete transparency to the…

Important Information to Know About Taxes in 2019 From Expert Winnie Sun From TipsonTV Blog

Important Information to Know About Taxes in 2019 From Expert Winnie Sun From TipsonTV Blog

Lately many alarming news reports about tax season have been coming out, and some experts predict that many people will be receiving smaller refunds or even the shock of getting tax bills. Other reports show that refunds may be up overall.…

Rosenthal Wealth Management Top Ten Do's and Don'ts for That Tax Return Check

Rosenthal Wealth Management Top Ten Do's and Don'ts for That Tax Return Check

​With April 15 around the corner, many taxpayers across the country are feverishly developing spending plans for that welcome return check from Uncle Sam. To aid in putting those funds to the best use, Rosenthal Wealth Management President Larry Rosenthal…

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