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Financial Advisors Press Releases

Seventy2 Capital Welcomes Steve Richardson as Vice President and Senior Financial Advisor

Seventy2 Capital Welcomes Steve Richardson as Vice President and Senior Financial Advisor

Seventy2 Capital Wealth Management, one of the fastest growing, independent wealth-management practices in the Washington, D.C. metropolitan area, announced today that Steve Richardson has joined the firm as a Vice President and Senior Financial Advisor. Steve has joined Seventy2 Capital Wealth…

Seventy2 Capital Advisor Receives CAIA® Designation

Seventy2 Capital Advisor Receives CAIA® Designation

Seventy2 Capital Wealth Management announced today that the company’s Vice President and Financial Advisor Michael Levitsky has earned the designation of Chartered Alternative Investment Analyst®. The Chartered Alternative Investment Analyst (CAIA)® Charter has been the global benchmark for alternative investment…

Snappy Kraken Kills Canned Content, Launches Exclusive Content Rights for Advisors

Snappy Kraken Kills Canned Content, Launches Exclusive Content Rights for Advisors

​The days of advisors pushing out the same monotonous canned content as the advisor down the street are over. Today, Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, announced the launch of…

AdvisorClarity Powers Up Business Intelligence Platform, Infuses FinMason's Robust Investment Analytics

AdvisorClarity, a leading provider of comprehensive business intelligence software for independent financial advisory firms, announced today that the firm has selected FinMason to power its investment analytics. FinMason, a rapidly growing fintech firm operating one of the largest investment analytics…

Kastle Systems Secures 401(k) Advisory Services From Seventy2 Capital

Seventy2 Capital Wealth Management announced that it has been selected to provide 401(k) advisory services to Kastle Systems. For more than 45 years, Kastle Systems has been leading the security industry with new technologies and advanced security solutions. With headquarters…

Loring Ward Hosts 24th Annual National Education Conference

Loring Ward held its annual National Education Conference Sept. 30-Oct. 3 in San Francisco for more than 170 independent advisors. The conference focused on how advisors can leverage tools, resources and insights to differentiate their practices and provide even more comprehensive…

Zoe Financial Raises $2M From JP Morgan & Blackrock Execs to Build Digital Wealth Management Marketplace

 Zoe Financial, a startup which just raised $2M from JP Morgan & Blackrock executives, is looking to transform how Americans approach their personal finances, starting with their relationship with a financial advisor. The round was led by Chris Jones, the former…

Oranj Named 2018 WealthManagement.com Industry Awards Finalist

 Oranj, the first free, end-to-end wealth management software, has been recognized by Wealthmanagement.com as a finalist for their 2018 Industry Awards. The growing technology firm was recognized for their innovative approach to account aggregation, which layers multiple account aggregators on…

iCapital Network Research Shows Experienced Advisors Bullish on Alternatives

iCapital Network, the financial technology platform democratizing alternative investments for high-net-worth (HNW) individuals and their advisors, released a report today exploring the alternative investment appetite and activities of financial advisors, including their current allocations, plans for future investments, reasons for…

AdvisorEngine Re-Architects Its Technology to Support Client Growth and Foster Platform Openness

AdvisorEngine, the financial experience company, today announced the rollout of a brand new technical architecture. The completion of this initiative brings immediate benefits for financial firms, advisors and their clients. This transformation positions AdvisorEngine to scale on demand to meet…

Due Diligence Works Inc. Becomes a Registered Investment Advisor

Due Diligence Works Inc. (DDW) has always acted as a fiduciary for its clients, but now the company is making it official. As of May 25, 2018, DDW is a Registered Investment Advisor, announced Michael Freeman, president and co-founder of DDW. “DDW…

AdvisorEngine Introduces New Junxure Branding, Continues Company Evolution

 AdvisorEngine, the financial experience company, today announced a rebranding initiative to align its visual identity with recently acquired Junxure, the leading CRM solution for financial advisors. The company unveiled an updated look across Junxure’s digital marketing channels, including a new…

AdvisoryWorld to Sponsor and Exhibit at United Planners 2018 Annual Partners Conference

AdvisoryWorld to Sponsor and Exhibit at United Planners 2018 Annual Partners Conference

AdvisoryWorld (www.advisoryworld.com) a leading software provider for financial advisors, today announced that they will be attending United Planners Annual Partners Conference from May 30 – June 1, 2018, at The Scottsdale Resort at McCormick Ranch in Scottsdale, AZ. AdvisoryWorld representatives…

cleverDome, Inc. Joins Global Cyber Alliance

cleverDome, Inc. Joins Global Cyber Alliance

​cleverDome, Inc.TM, an Arizona Benefit Corporation, has joined the Global Cyber Alliance (GCA). This move is consistent with cleverDome’s mission to expand its community-based platform focused on protecting confidential consumer information in the cloud. cleverDomewill participate in global efforts to…

Discovery Data and Harborside Group Partner to Provide Comprehensive and Customized Sales and Marketing Solutions for Asset Managers

Discovery Data and Harborside Group Partner to Provide Comprehensive and Customized Sales and Marketing Solutions for Asset Managers

Discovery Data, the leading financial services industry provider of data on firms and professionals, has partnered with Harborside Group, an investment sales and marketing firm specializing in intermediary distribution for asset managers, to help clients reach their target market with…

Ex-JP Morgan Exec Launches FinTech Startup, Zoe Financial, With a First of Its Kind Offering That Reinvents How High Earners Find a "Household CFO"

Ex-JP Morgan Exec Launches FinTech Startup, Zoe Financial, With a First of Its Kind Offering That Reinvents How High Earners Find a "Household CFO"

 Zoe Financial, New York-based financial tech startup (founded by Andres Garcia-Amaya, former JP Morgan Global Market Strategist and part of the founding team of the highly regarded “Guide to the Markets”) aims to transform how high-earners approach their personal finances, starting…

FCI, Inc. and cleverDome, Inc. Join Forces to Thwart Cyber Threats

FCI, Inc. and cleverDome, Inc. Join Forces to Thwart Cyber Threats

FCI, Inc. (formerly known as Financial Computer, Inc.), a Managed Security Service Provider (MSSP) that delivers seamless cybersecurity compliance to protect financial advisers, staff and client data, and cleverDome, Inc.TM , a B-Corporation that provides a community-driven solution to protect confidential…

Docupace Technologies and Due Diligence Works, Inc. Announce a Strategic Alliance to Reduce Compliance Risk for BDs and RIAs

Docupace Technologies LLC and Due Diligence Works Inc. (DDW) are pleased to announce a new strategic alliance and new product offering. “Our new alliance with DDW allows us to help executives at broker-dealers (BDs) and registered investment advisers (RIAs) achieve three of their…

Ameriprise Financial Opens New Mequon, Wis., Office

Ameriprise Financial Opens New Mequon, Wis., Office

Ameriprise Financial has opened a new branch office in Mequon. The office is at 11039 Towne Square Road (one block west of Ace Hardware).The new branch is open Mondays through Fridays from 8 a.m. to 4:30 p.m. Its phone number…

Apple raised to $180 target at Anton Falk Captain Partners

Apple raised to $180 target at Anton Falk Captain PartnersFrom $160, Daniel Hendricks, analyst and manager of research at Anton Falk, set a base-case price target of $187, which is 19% above Friday's closing price of $156.99. He notes recent…

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