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Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis

Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis

​​​​​Snappy Kraken, a MarTech company that helps financial advisors automate and scale their marketing, has retooled its business model to help advisors survive and thrive amidst the current pandemic. “Advisors are facing significant challenges, in terms of Advisors are facing…

Stratus Wealth Advisors Offers Complimentary Financial Consultations

Stratus Wealth Advisors Offers Complimentary Financial Consultations

In an effort to support the community during these challenging times, Sam Brownell, CFA®, CVA®, MBA, founder of Maryland-based Stratus Wealth Advisors, is offering free consultations to individuals and businesses. “We are all trying to deal with the enormous changes…

Snappy Kraken Webinar to Focus on Reaching Prospects During Volatile Markets

Snappy Kraken Webinar to Focus on Reaching Prospects During Volatile Markets

Snappy Kraken, a MarTech company that helps financial advisors automate and scale their marketing, knows from first-hand experience that the opportunity to win clients and gather new assets is greatest when markets are uncertain. During volatile periods like this, clients…

TradePMR Rolls Out Refined Trading Tools on  Top-Ranked Custodial Platform Fusion

TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion

Registered Investment Advisors seeking alpha now have access to modern trading tools that enable an advisor to quickly streamline an advisor’s day-to-day operations. TradePMR, a technology and custodial services provider that works exclusively with Registered Investment Advisors, has announced multiple…

Snappy Kraken Steals Market Share From Digital Content Marketing Competitors

Snappy Kraken Steals Market Share From Digital Content Marketing Competitors

​​​​​​​​Snappy Kraken, a MarTech company that helps financial advisors automate and scale their marketing, has been outpacing competitors both in percentage growth and customer satisfaction, according to the 2020 T3/Inside Information Advisor Software Survey published by financial services thought leaders…

Brown Miller Wealth Management Announces Status as Registered Investment Advisor

Brown Miller Wealth Management Announces Status as Registered Investment Advisor

Christopher W. Brown, CFP®, CIMA®, and partner David A. Miller, CFP®, today announced the launch of Brown Miller Wealth Management, a fee-only, Registered Investment Advisory firm (RIA) in the Washington, DC area. Brown and Miller had previously practiced as part of…

InvestmentNews Introduces Innovative New Design, User Experience and Management Team

InvestmentNews Introduces Innovative New Design, User Experience and Management Team

InvestmentNews, the trusted resource for financial professionals and investment advisers, now has a bold new look and a better user experience that is intentionally aligned to educate, inform and engage an ever-growing and more sophisticated audience of financial services firms.…

Redi2's BillFin™ Selected by CircleBlack for Advanced Fee Billing Partner

Redi2's BillFin™ Selected by CircleBlack for Advanced Fee Billing Partner

CircleBlack, a wealth management platform that provides financial advisors with all the tools necessary to manage their clients and portfolios while seamlessly integrating a practice’s technology applications, today announced that it has selected Redi2 Technologies' BillFinTM solution, as their provider of…

RightCapital Introduces RightPay

RightCapital Introduces RightPay

​​​​​​​​​​​RightCapital, a next-generation financial planning solution that provides advisors with the ability to create custom comprehensive financial plans, has introduced RightPay, a web-based service that enables financial advisors to collect financial planning fees from clients via credit card. RightPay seamlessly…

Snappy Kraken and Sawtooth Solutions Partner to Provide IARs & RIAs With Marketing That Costs Zero Up Front and Only Pay for Success

Snappy Kraken and Sawtooth Solutions Partner to Provide IARs & RIAs With Marketing That Costs Zero Up Front and Only Pay for Success

Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has announced an enterprise relationship with Sawtooth Solutions, an investment platform that provides both RIAs and IARs with comprehensive Unified Managed Account (UMA) solutions.…

Optima Asset Management Relocates, Announces New Website

Optima Asset Management Relocates, Announces New Website

​​​​​​​Optima Asset Management, an independent Registered Investment Advisory firm located in Dallas, Texas, today introduced its redesigned logo and website, and announced the relocation of its offices. After many years on Merit Drive, the firm recently opened new offices at…

Inside the RIA Deal Room: Advisor Growth Strategies, With Support From BlackRock, Unveils New M&A Study

Inside the RIA Deal Room: Advisor Growth Strategies, With Support From BlackRock, Unveils New M&A Study

​​​​​​​Advisor Growth Strategies, a management consulting and transaction advisory firm serving financial advisory firms and institutions, today announced the release of a special research report called “The RIA Deal Room.” Sponsored by BlackRock, the study provides unbiased, data-driven insights into the…

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…

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