Category: Personal and Family Finances

Redi2's BillFin™ Now Available on the SSG Platform
Press Release Jun 4, 2020
Redi2's BillFin™ Now Available on the SSG Platform
Oranj Adds Income-Focused Mutual Funds to Its Platform for Financial Advisors
Press Release May 18, 2020
Oranj Adds Income-Focused Mutual Funds to Its Platform for Financial Advisors

Pacific Funds join the growing list of asset managers on Oranj's custodian-agnostic platform
Regal Wealth Management Partners With Merchant Investment Management and Opens Its Doors in New York City
Press Release May 13, 2020
Regal Wealth Management Partners With Merchant Investment Management and Opens Its Doors in New York City

Privately-held, SEC Registered Investment Advisory Firm to Deliver Personalized, Fee-Only Financial Services. Merchant Has Taken a Minority Stake in the Firm.
Center for Financial Planning, Inc. Announces Multiple Award Recipients, Including Top Women
Press Release Apr 30, 2020
Center for Financial Planning, Inc. Announces Multiple Award Recipients, Including Top Women

Recognized as Best Place to Work, this Detroit-area wealth management firm boasts top female leaders on their team
Oranj Adds to Its Model Marketplace for Financial Advisors Mutual Funds With the Long-Standing Value Line Funds Family
Press Release Apr 30, 2020
Oranj Adds to Its Model Marketplace for Financial Advisors Mutual Funds With the Long-Standing Value Line Funds Family

Value Line Funds join the growing list of asset managers on Oranj's custodian-agnostic platform
Hicks Capital Management Rebrands, Announces Florida Office
Press Release Apr 29, 2020
Hicks Capital Management Rebrands, Announces Florida Office

Columbus, Ohio-based Registered Investment Advisor Expands Team
Snappy Kraken's New 'Personal Connection Video' Tool a Game-Changer for Financial Advisors
Press Release Apr 28, 2020
Snappy Kraken's New 'Personal Connection Video' Tool a Game-Changer for Financial Advisors

Turnkey system offers prepared scripts, ready-made branded landing pages to host video communications from the advisor, and coordinated emails to promote the important messages to clients and prospects
Alliance of Comprehensive Planners and Kinder Institute of Life Planning Announce Plans for 2020 Conference in Atlanta
Press Release Apr 22, 2020
Alliance of Comprehensive Planners and Kinder Institute of Life Planning Announce Plans for 2020 Conference in Atlanta

Susan Bradley, George Kinder and Dan Roam are keynote speakers at joint gathering of the ACP and Kinder tribes.
Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities
Press Release Apr 15, 2020
Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities

Award-winning software created by financial planners provides comprehensive tax planning tool, announces new "Solve for Max" feature
Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis
Press Release Mar 26, 2020
Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis