Latest Press Releases

InvestmentNews Introduces Innovative New Design, User Experience and Management Team
Press Release Feb 26, 2020
InvestmentNews Introduces Innovative New Design, User Experience and Management Team
Center for Financial Planning, Inc. Announces Two Advisors on Forbes Best-in-State Wealth Advisors 2020
Press Release Feb 20, 2020
Center for Financial Planning, Inc. Announces Two Advisors on Forbes Best-in-State Wealth Advisors 2020

Detroit-area wealth management firm boasts multi-year winners, celebrates 35 years of financial advisory service
Indyfin, a Unique Growth Solution for Financial Advisors, Launches in Texas
Press Release Feb 20, 2020
Indyfin, a Unique Growth Solution for Financial Advisors, Launches in Texas

New prospecting technology provides introductions with no upfront costs; advisors pay only when prospects become clients
Redi2's BillFin™ Selected by CircleBlack for Advanced Fee Billing Partner
Press Release Feb 17, 2020
Redi2's BillFin™ Selected by CircleBlack for Advanced Fee Billing Partner
Timeline's Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference
Press Release Feb 17, 2020
Timeline's Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference

CEO Abraham Okusanya shares new features of the Timeline platform during mainstage presentation
RightCapital Introduces RightPay
Press Release Feb 13, 2020
RightCapital Introduces RightPay

An innovative payment solution integrated with the RightCapital platform helps advisors collect periodic or one-time payments for financial planning service
Oranj Named to 2020 List of Best Places to Work in Financial Technology
Press Release Feb 12, 2020
Oranj Named to 2020 List of Best Places to Work in Financial Technology

The growing Chicago-based technology provider is recognized for its team-first culture, unique office space, and healthy work/life balance.
Oranj Adds New Low-Cost, Liquid Investment Solutions to Its Model Marketplace for Financial Advisors
Press Release Feb 5, 2020
Oranj Adds New Low-Cost, Liquid Investment Solutions to Its Model Marketplace for Financial Advisors

IDX Advisors join the expanding list of asset managers on the custodian-agnostic platform
Artisan Financial Strategies Reveals New Research in White Paper: 'Designing Your Economic Masterpiece in a Man's World'
Press Release Feb 4, 2020
Artisan Financial Strategies Reveals New Research in White Paper: 'Designing Your Economic Masterpiece in a Man's World'

Financial Advisor Meredith Moore Launches New Brand Focused on Providing Financial Education to Help Women Build Confidence and Develop Money Mastery
Timeline Retirement Planning Software and Redtail Technology Announce Integration
Press Release Jan 28, 2020
Timeline Retirement Planning Software and Redtail Technology Announce Integration

Integration gives advisors ability to easily import client data for efficient creation of sustainable retirement plans