Category: Personal and Family Finances

Optima Tax Relief Named to Inc. 5000 for Fourth Consecutive Year
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Optima Tax Relief Named to Inc. 5000 for Fourth Consecutive Year

Continued Growth Places Optima on Fastest-Growing Company List for the Fourth Time

Ohio-Based Financial Services Firm Fidato Wealth Relocates to Middleburg Heights
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Ohio-Based Financial Services Firm Fidato Wealth Relocates to Middleburg Heights

Spacious New Offices and New Staff Support Fidato's 'Client First' Mission

Alliance of Comprehensive Planners and the Kinder Institute of Life Planning Announce 2018 Conference Collaboration
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Alliance of Comprehensive Planners and the Kinder Institute of Life Planning Announce 2018 Conference Collaboration

ACP's tax-focused comprehensive financial planning process pairs nicely with Kinder's holistic life planning approach

cleverDome Named Finalist in 2018 Industrywide Competition, Dubbed Financial Services "Industry Disruptor"
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cleverDome Named Finalist in 2018 Industrywide Competition, Dubbed Financial Services "Industry Disruptor"

Cybersecurity solution for financial firms and their clients - voted "most likely to disrupt" at 2017 Fuse Event - lives up to its name

Adviser Groups to RIAs: Show Your Independence, Explain to the SEC How You're Different From Brokers
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Adviser Groups to RIAs: Show Your Independence, Explain to the SEC How You're Different From Brokers

Time-urgent "Raise Your Voice" campaign begins now

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

Felecia Froe, Founder/CEO of Narwhal Investment Group, is selected for her outstanding leadership and commitment within her profession

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

DiversyFund's disruptive online platform enables access to exclusive wealth-building opportunities to all.

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Check Into Cash 25th Anniversary Giveaway

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

Company introduces first-of-its-kind product to accelerate home ownership for renters in its $1 billion portfolio of rental properties.

Oliver North and Michael Kitces Talk Geopolitics and Taxes at 2018 National Education Conference Hosted by the Investment Center, Inc.
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Oliver North and Michael Kitces Talk Geopolitics and Taxes at 2018 National Education Conference Hosted by the Investment Center, Inc.

Independent Financial Advisors Also Hear from Industry Experts, Network with Peers, and Gear Up for Challenges and Opportunities Ahead.

Long Island Financial Services and Investment Firm Announces Expansion
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Long Island Financial Services and Investment Firm Announces Expansion

The Pinnacle Financial Group Opens New Office in Huntington, New York

Paradigm Financial Partners Established as New Registered Investment Advisor in Westport, CT
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Paradigm Financial Partners Established as New Registered Investment Advisor in Westport, CT

Mission: To Better Serve Clients as an Independently Owned and Operated Wealth Management Firm

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

Close to 300,000 veterans throughout Houston are eligible for local and federal programs that can save them money on housing, energy costs, insurance and property taxes.

FinMason Expands North American Sales Team
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FinMason Expands North American Sales Team

The international FinTech firm appoints two industry veterans to boost enterprise sales and strategic relationship management

Manhattan-Based EMM Wealth Celebrates 50th Anniversary
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Manhattan-Based EMM Wealth Celebrates 50th Anniversary

Independently Owned and Operated, Multi-Family Office Pioneered Holistic, Fee-Based Financial Investment Advice

Strongsville Certified Financial Planner Offers Five Tips for Financial Literacy Month
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Strongsville Certified Financial Planner Offers Five Tips for Financial Literacy Month

Fidato Wealth Announces Second Opinion Service

Top6Debt.com Announces Graphite Funding Award Nominees in Debt Consolidation, Personal Loans and Mortgage Lending
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Top6Debt.com Announces Graphite Funding Award Nominees in Debt Consolidation, Personal Loans and Mortgage Lending

Top6Debt.com provides consumers access to a free review platform that includes mortgages, personal loans and debt consolidation

Dr. Laura H. Mattia Has Been Recognized by Noticed©
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Dr. Laura H. Mattia Has Been Recognized by Noticed©

Noticed celebrates its newest member, Dr. Laura H. Mattia, MBA, CFP®, CDFA®, CRPS®