Latest Press Releases

Sandra Nesbit Launches New Consulting Company: Mainsail Capital Group
Press Release Jan 23, 2020
Sandra Nesbit Launches New Consulting Company: Mainsail Capital Group

Former financial advisor will use first-hand experience as a client-facing wealth manager who successfully navigated from wirehouse workplace to independently owned boutique RIA to merging with a larger nationally known RIA.
Fidato Wealth Announces Two-Night Retirement Planning Course
Press Release Jan 15, 2020
Fidato Wealth Announces Two-Night Retirement Planning Course

CFP Tony D'Amico to Teach Proven Financial Planning Strategies Through Highland Community Education
Snappy Kraken Reveals New Advisor Marketing Trends
Press Release Jan 8, 2020
Snappy Kraken Reveals New Advisor Marketing Trends

9.3 million data points based on real digital marketing campaigns to be explained during live broadcast focused on business growth insights
Holiday Supply Drive Led by Fidato Wealth to Benefit 'Shoes and Clothes for Kids' of Northeast Ohio Ends on Friday
Press Release Dec 18, 2019
Holiday Supply Drive Led by Fidato Wealth to Benefit 'Shoes and Clothes for Kids' of Northeast Ohio Ends on Friday

Middleburg Heights Financial Planning Firm Announces Drop off Location for Socks, Hats and Gloves for Local Area School Children
Cleveland-Area Financial Planner Kenneth F. Robinson Receives 2019 Bert Whitehead Visionary Award From the Alliance of Comprehensive Planners
Press Release Dec 17, 2019
Cleveland-Area Financial Planner Kenneth F. Robinson Receives 2019 Bert Whitehead Visionary Award From the Alliance of Comprehensive Planners

Robinson's firm, Practical Financial Planning, named to Thrive Awards List of fastest-growing independent financial advisors in 2019
Snappy Kraken and Sawtooth Solutions Partner to Provide IARs & RIAs With Marketing That Costs Zero Up Front and Only Pay for Success
Press Release Dec 5, 2019
Snappy Kraken and Sawtooth Solutions Partner to Provide IARs & RIAs With Marketing That Costs Zero Up Front and Only Pay for Success

Full White Label and Hybrid Label Marketing Partnerships Now Available Industrywide to Help Financial Services Firms Serving Advisors
Keen Wealth Advisors Supports Angel Flight Central's Annual Benefit Gala as Lead Sponsor
Press Release Nov 21, 2019
Keen Wealth Advisors Supports Angel Flight Central's Annual Benefit Gala as Lead Sponsor
Fidato Wealth Advisors Selected for Leadership Medina County's 'Signature Class'
Press Release Nov 20, 2019
Fidato Wealth Advisors Selected for Leadership Medina County's 'Signature Class'

Middleburg Heights financial services firm also makes 2019 "Thrive List" based on WealthManagement.com's focused criteria.
Stearns Financial Group Recognized by Citywire RIA Magazine as a 'Future 50' Financial Advisory Firm
Press Release Nov 19, 2019
Stearns Financial Group Recognized by Citywire RIA Magazine as a 'Future 50' Financial Advisory Firm

North Carolina Fee-Only Wealth Management Firm Named to Citywire's Future 50 List
Donald W. Nicholson Sr. Offers Insights About Wealth Management and Stewardship at Advisor Thought Leader Summit
Press Release Nov 15, 2019
Donald W. Nicholson Sr. Offers Insights About Wealth Management and Stewardship at Advisor Thought Leader Summit

Rockhurst University provides educational setting as Delaware-based Nicholson shares firm story in interview with PBS MoneyTrack show host Pam Krueger.