Category Personal and Family Finances

Fidato Wealth Announces Christmas in July Supply Drive with Local Cleveland Charity 'Shoes and Clothes for Kids'
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Fidato Wealth Announces Christmas in July Supply Drive with Local Cleveland Charity 'Shoes and Clothes for Kids'

Middleburg Heights Financial Planning Firm Announces Drop off Location for School Supplies for Local Area School Children

Oranj Unifies Trading and Rebalancing Technology Under Single Platform and Brand
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Oranj Unifies Trading and Rebalancing Technology Under Single Platform and Brand

TradeWarrior trading and rebalancing technology now powered with account aggregation, advisor dashboard and investor portal on the free Oranj platform.

Advisor Thought Leader Summit Slated for August 2019
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Advisor Thought Leader Summit Slated for August 2019

Pam Krueger of PBS Fame to Headline Interactive, On-Camera Media Training at Rockhurst University in Kansas City

Bob Roberts Joins Legacy Capital as Chief Operating Officer
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Bob Roberts Joins Legacy Capital as Chief Operating Officer

Former Baptist Health CFO Brings Strategic Growth Expertise to Leading Little Rock Wealth Management Firm

Financial Advisor Jeanne Carlson Smith Shares Professional Insights on Steps to Achieve Ideal Aging
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Financial Advisor Jeanne Carlson Smith Shares Professional Insights on Steps to Achieve Ideal Aging

Helps Clients Prepare Well for a Longer Life

Oranj Named Finalist in Multiple Categories of WealthManagement.com 2019 Industry Awards
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Oranj Named Finalist in Multiple Categories of WealthManagement.com 2019 Industry Awards

The wealth management platform recognized for its new investor portal and model marketplace.

Snappy Kraken Named WealthManagement.com 2019 Industry Awards Finalist
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Snappy Kraken Named WealthManagement.com 2019 Industry Awards Finalist

MarTech Company Recognized in Two Technology Provider Categories

Callahan Financial Planning Opens Marin County Financial Advisory Practice in San Rafael, California
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Callahan Financial Planning Opens Marin County Financial Advisory Practice in San Rafael, California

Fee-Only Financial Advisors Now Available for Retirement Planning, Investment & Concentrated Stock Advice, Income Tax Preparation & Planning, and More in San Rafael

Stratus Wealth Advisors Expands Services to Small Business Clients
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Stratus Wealth Advisors Expands Services to Small Business Clients

Sam Brownell Approved as Certified Valuation Analyst® Professional

Bay Area Native, Matt Faubion, Joins  Catalyst Private Wealth as Wealth Strategist
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Bay Area Native, Matt Faubion, Joins Catalyst Private Wealth as Wealth Strategist

Will Drive Comprehensive Financial Planning Initiatives for High Net-Worth Technology Entrepreneurs

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

Close to 145,000 veterans throughout The Twin Cities are eligible for local and federal programs that can save them money on housing, energy costs, insurance and property taxes.

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BillCutterz Celebrates 10 Years of Success

Rapunzl Hosts College Investment Competition Sponsored By Fidelity Investments®
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Rapunzl Hosts College Investment Competition Sponsored By Fidelity Investments®

Simulated Stock Competition was Hosted at 11 New England Colleges for $10,000 in Prizes

Zoe Financial Wins FinTech Startup Competition at the Annual Morningstar Conference
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Zoe Financial Wins FinTech Startup Competition at the Annual Morningstar Conference

Zoe's strong traction in the mass affluent wealth management market wins the judges over

TradePMR Named a Winner of 2019 Excellence in Customer Service
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TradePMR Named a Winner of 2019 Excellence in Customer Service

The technology and custody services provider recognized for 'white glove' approach to service and responsiveness to financial advisor requests

Hilltop Wealth Solutions Hosting Open House to Celebrate New Office Space and Independent Status
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Hilltop Wealth Solutions Hosting Open House to Celebrate New Office Space and Independent Status

North Central Indiana Firm on a Mission to Spread the Word about Fiduciary Financial Planning and Advice, Puts Clients' Interests First

Oranj Named to Inaugural WealthTech 100 List
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Oranj Named to Inaugural WealthTech 100 List

The Chicago-based technology firm earns a spot on the global list of innovative companies serving wealth and asset management industries

Hypur Brings Nationwide Payments Solution to Cannabis Consumers and Merchants
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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 cannabis payments process.

TradePMR Launches Augmented Reality Technology for Advisor Recruitment
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TradePMR Launches Augmented Reality Technology for Advisor Recruitment

The technology and custodial services provider announces dates, speakers for annual advisor conference Synergy

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

TV Financial Expert Winnie Sun of the Popular RENEGADE MILLIONAIRE Podcast Shares Timely and Important Information for Tax Season

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

IRS Says Average Return Checks are 1.3 percent Higher

Oranj Continues Customization Crusade, Expands Free Model Marketplace
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Oranj Continues Customization Crusade, Expands Free Model Marketplace

Anchor Capital, Natixis and Putnam join the growing list of asset managers on the custodian-agnostic platform

Veteran Retirement Experts at Stearns Financial Group Offer Insights on Mars and Venus of Retirement
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Veteran Retirement Experts at Stearns Financial Group Offer Insights on Mars and Venus of Retirement

New insights provide a roadmap for navigating relationship issues and aging realities

NCA Financial Planners Named a Forbes Best-in-State Wealth Advisor for the 2nd Consecutive Year
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NCA Financial Planners Named a Forbes Best-in-State Wealth Advisor for the 2nd Consecutive Year

'We have been acting as fiduciaries for over 30 years in helping our clients send their children to college, retire when they want, and everything in between.'

Snappy Kraken Integrates With Redtail
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Snappy Kraken Integrates With Redtail

Ready Access to Leading CRM System Facilitates Advisors' Automated Marketing Success