Category: Personal and Family Finances

Fidato Wealth Announces Christmas in July Supply Drive with Local Cleveland Charity 'Shoes and Clothes for Kids'
Press Release Jul 8, 2019
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
Alliance of Comprehensive Planners Provides Tax Tips That Will Help Save Money
Press Release Jul 3, 2019
Alliance of Comprehensive Planners Provides Tax Tips That Will Help Save Money
Oranj Unifies Trading and Rebalancing Technology Under Single Platform and Brand
Press Release Jun 27, 2019
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
Press Release Jun 20, 2019
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
Press Release Jun 20, 2019
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
Press Release Jun 19, 2019
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
Press Release Jun 19, 2019
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
Press Release Jun 18, 2019
Snappy Kraken Named WealthManagement.com 2019 Industry Awards Finalist

MarTech Company Recognized in Two Technology Provider Categories

Stratus Wealth Advisors Expands Services to Small Business Clients
Press Release Jun 13, 2019
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
Press Release Jun 6, 2019
Bay Area Native, Matt Faubion, Joins Catalyst Private Wealth as Wealth Strategist

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