Category Personal and Family Finances

ATA RiskStation™ Now Available on Fusion Capital Management Turnkey Asset Management Platform
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ATA RiskStation™ Now Available on Fusion Capital Management Turnkey Asset Management Platform

The compliance dashboard will drive comprehensive portfolio risk assessment and risk monitoring for the billion dollar TAMP to give advisors an operational edge

Oranj Delivers Award-Winning Account Aggregation and More to MoneyGuide Users for Free
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Oranj Delivers Award-Winning Account Aggregation and More to MoneyGuide Users for Free

New integration seamlessly connects MoneyGuide's sophisticated financial planning capabilities with Oranj's comprehensive wealth management software to easily identify held-away accounts

Snappy Kraken Earns Spot on List of 2019  Best Places to Work in Financial Technology
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Snappy Kraken Earns Spot on List of 2019 Best Places to Work in Financial Technology

Florida-based MarTech firm continues to earn high praise from industry insiders and financial advisors adopting their omni-channel marketing system.

TradePMR Named One of the Best Places to Work in Financial Technology in 2019
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TradePMR Named One of the Best Places to Work in Financial Technology in 2019

Employees and judges agree: TradePMR has a great culture.

Oranj Named to 2019 List of Best Places to Work in Financial Technology
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Oranj Named to 2019 List of Best Places to Work in Financial Technology

The growing Chicago-based wealth management technology provider recognized for culture of open communication and employee support for the annual award.

Chicagoland's Financial Elements Inc. Celebrates 10th Anniversary
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Chicagoland's Financial Elements Inc. Celebrates 10th Anniversary

Financial Advisor Brenda Knox, CFP®, Emphasizes Community Service, Fiduciary Standards as Next Decade Begins

TradePMR Earns Top Marks for Custody Platform Satisfaction in 2019 Software Survey
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TradePMR Earns Top Marks for Custody Platform Satisfaction in 2019 Software Survey

Fusion technology received numerous updates in 2018, advisor requests continue to drive roadmap.

Centura Wealth Advisory Adds Deep Experience to Its Bench
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Centura Wealth Advisory Adds Deep Experience to Its Bench

Two advisors join Centura Wealth, a rapidly growing RIA focused on serving high net-worth clients who want freedom from their wealth burdens

Denver-Based Mattern Capital Management Announces Status as Registered Investment Advisor
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Denver-Based Mattern Capital Management Announces Status as Registered Investment Advisor

Perry Mattern Emphasizes Mission: To Better Serve Clients as an Independent Wealth Management Firm

Archie Ponce Earns CERTIFIED FINANCIAL PLANNER™ Designation
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Archie Ponce Earns CERTIFIED FINANCIAL PLANNER™ Designation

Optima Asset Management Advisor Completes Extensive Requirements

Fidato Wealth and Shoes and Clothes for Kids Teaming Up to Raise Self-Esteem in Local Area School Children
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Fidato Wealth and Shoes and Clothes for Kids Teaming Up to Raise Self-Esteem in Local Area School Children

Middleburg Heights Financial Planning Firm Announces Drop off Location for School Supplies and Shoes for Cleveland Charity

Oranj Free Model Marketplace Growth Continues Without Raising Fees, Adds Aberdeen, Calamos, Invesco and Nationwide
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Oranj Free Model Marketplace Growth Continues Without Raising Fees, Adds Aberdeen, Calamos, Invesco and Nationwide

Custodian-agnostic marketplace passes first anniversary and gains traction among advisers seeking to implement third-party investment models

Peter Antonoplos Selected to America's Top 100 Attorneys
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Peter Antonoplos Selected to America's Top 100 Attorneys

Founder of SimplyWilled.com recognized as among the top estate planning attorneys nationwide

Secrets of the ACP: A Financial Advisor's Roadmap to Success & Profitability
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Secrets of the ACP: A Financial Advisor's Roadmap to Success & Profitability

Five top financial planning practitioners to present business-building and profitability strategies in free webcast hosted by Marie Swift

Bernhardt Wealth Management's Gordon Bernhardt Participates in Essential Dialogue
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Bernhardt Wealth Management's Gordon Bernhardt Participates in Essential Dialogue

Leading Fiduciary Planners Convene to Craft Guide for Consumers Confused by Broker vs. Advisor Differences and SEC's Reg BI

Fidato Wealth Recognized for Second Year in a Row in Financial Advisor Magazine
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Fidato Wealth Recognized for Second Year in a Row in Financial Advisor Magazine

Independently owned and operated, the Middleburg Heights, Ohio Firm is pleased to be acknowledged on the 2018 National Top Advisor List.

CryptoManiaks Unveils Guaranteed Bitcoin Course for Cryptocurrency Beginners
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CryptoManiaks Unveils Guaranteed Bitcoin Course for Cryptocurrency Beginners

CryptoManiaks, a Premiere Cryptocurrency Education Platform, Reveals The Ultimate Beginners Guide on How To Invest in Cryptocurrency

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

Zoe is looking to transform how Americans approach their personal finances

International Association of Women Recognizes Ebony Murphy as a 2018-2019 Influencer
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International Association of Women Recognizes Ebony Murphy as a 2018-2019 Influencer

Ebony Murphy, CEO/Founder of Blessed Budgets LLC, joins networking organization

Long Game Launches Crypto Rewards, Becoming the First Personal Finance App to Give Consumers No-Risk Access to Crypto Markets
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Long Game Launches Crypto Rewards, Becoming the First Personal Finance App to Give Consumers No-Risk Access to Crypto Markets

ETH, BTC, BAT and 0x Prizes Awarded to Long Gamers to Motivate Healthy Financial Habits

Optima Asset Management Recognized as Top Investment Advisor
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Optima Asset Management Recognized as Top Investment Advisor

Clients' Interests Come First at Fee-Only Wealth Management Firm

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