Latest Press Releases

Redi2 and IBM Private Cloud Services Create Winning Solution for Asset Managers
Press Release Jun 15, 2021
Redi2 and IBM Private Cloud Services Create Winning Solution for Asset Managers

Redi2's revenue management and billing software in conjunction with IBM's powerful solutions provides a scalable, proactive, high-performance solution for the global financial services industry
Keen Wealth Advisors Kick Starts Local Veterans Navigation Campus With $100,000 Grant
Press Release Jun 10, 2021
Keen Wealth Advisors Kick Starts Local Veterans Navigation Campus With $100,000 Grant

Tiny Homes Make a Huge Difference for Kansas City's Veterans and Kansas-based Financial Advisory Firm is Grateful to Help
'Conversations That Matter: Addressing Client Concerns, Hopes and Dreams in Uncertain Times' Gets Nod From Panel of Industry Judges
Press Release Jun 9, 2021
'Conversations That Matter: Addressing Client Concerns, Hopes and Dreams in Uncertain Times' Gets Nod From Panel of Industry Judges

Collaborative, RIA-focused project produced by Impact Communications and the Advisory Solutions team at Allianz Life Insurance Company of North America honored in two categories
Buckingham Advisors to Sponsor Annual Event for Combat-Wounded Veterans
Press Release Jun 8, 2021
Buckingham Advisors to Sponsor Annual Event for Combat-Wounded Veterans

In More News, Buckingham Advisors, Sunbelt Business Advisors of Southwest Ohio, and Taft Law Host Financial Webinar Series to Prepare Business Owners for Retirement
Snappy Kraken to Host Jolt! Conference for Financial Advisors at the Aria Resort in Las Vegas
Press Release Jun 1, 2021
Snappy Kraken to Host Jolt! Conference for Financial Advisors at the Aria Resort in Las Vegas

Marketing conference for financial professionals will be held October 20th-22nd, proceeds to be donated to Invest in Girls
Redi2's BillFin™ Now Available on the Raymond James RIA & Custody Services Platform
Press Release May 25, 2021
Redi2's BillFin™ Now Available on the Raymond James RIA & Custody Services Platform

Hosted fee billing solution helps advisors ensure that their billing practices can withstand regulatory scrutiny, in addition to enhancing their efficiency
Austin-Based Stone Wealth Management Opens New Office, Makes Top Advisor List, Hones in on Specialties and Adds Staff
Press Release May 11, 2021
Austin-Based Stone Wealth Management Opens New Office, Makes Top Advisor List, Hones in on Specialties and Adds Staff

Fiduciary standards and commission-free services have helped the firm attract new clients and add new positions for financial planning professionals from Texas Tech
Snappy Kraken Raises $6 Million in Series A Round Led by FINTOP Capital
Press Release Apr 13, 2021
Snappy Kraken Raises $6 Million in Series A Round Led by FINTOP Capital

Capital infusion validates early success, adds capacity, fuels innovation
HawsGoodwin Wealth Hires Newest Advisor
Press Release Apr 1, 2021
HawsGoodwin Wealth Hires Newest Advisor

David Hardenbergh Joins Nashville Wealth Management Firm
ACP Members Provide Tips for Taxpayers to Get the Most Out of Their Returns in 2021
Press Release Mar 25, 2021
ACP Members Provide Tips for Taxpayers to Get the Most Out of Their Returns in 2021

As tax season heats up, tax-focus financial planning professionals weigh in