Impact Communications

Advisors Win with New Marketing Automation Tool

Adviser Lead-Gen Innovation Recognized for "Social Media Leadership" (Technology Providers)

Rob Jolles, Marie Swift, George Kinder will present on ethical persuasion, marketing strategy and client communication at annual gathering

Strongsville Financial Planning Firm is Helping Families in Need, Inspiring Clients to Get Involved

Five-Person Team Makes Strong First Impression with Technical Skills, Work Ethic and Client-Centered Focus

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

DOL-Compliant Rollover Tool Smoothes the Way for Advisors in the Fiduciary Era

New product will help advisors to visualize and communicate risk

The industry's first free wealth management technology recognized for superior account aggregation

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

Single Sign-On, Automated Invoice Delivery Are the Latest Tools for Advisers

Mar-Tech Firm Announces Three New Ways to Reactivate Old Prospects and Impress Current Clients Using Modern Digital Means

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

Survey finds majority of advisors believe they will continue to manage their clients' money, even if they don't know the heirs.

The rapidly growing investment analytics service is recognized for their FinRiver for Salesforce solution

Advisors can now access FinMason's Five-Minute Financial Plan™ - a financial planning analytics tool - directly within the Orion platform

ConsenSys AG makes strategic investment in North Capital

Unveils new visual identity, logo and website for CRM product

FinRiver is front and center on the global stage in the competition to find innovative solutions for the bank of the future.

Annual gathering will focus on delivering the tools advisors need to succeed, the evolution of TradePMR's next generation platform EarnWise

Advisors gain robust enterprise-quality metrics within intuitive, investor-friendly solutions that highlight value of managed portfolios