Latest Press Releases

North Capital Launches REITless Impact Income Strategies
Press Release Jan 17, 2019
North Capital Launches REITless Impact Income Strategies

Investors can strategically invest in a real estate vehicle focused on generating positive social impact as well as consistent cash flow
Archie Ponce Earns CERTIFIED FINANCIAL PLANNER™ Designation
Press Release Dec 20, 2018
Archie Ponce Earns CERTIFIED FINANCIAL PLANNER™ Designation

Optima Asset Management Advisor Completes Extensive Requirements
TradePMR Completes 20th Anniversary Charitable '20-for-20 Initiative'
Press Release Dec 19, 2018
TradePMR Completes 20th Anniversary Charitable '20-for-20 Initiative'

The company celebrates milestone by organizing and participating in 20 service projects throughout 2018 and exceeds expectations
Fidato Wealth and Shoes and Clothes for Kids Teaming Up to Raise Self-Esteem in Local Area School Children
Press Release Dec 12, 2018
Fidato Wealth and Shoes and Clothes for Kids Teaming Up to Raise Self-Esteem in Local Area School Children

Middleburg Heights Financial Planning Firm Announces Drop off Location for School Supplies and Shoes for Cleveland Charity
Oranj Free Model Marketplace Growth Continues Without Raising Fees, Adds Aberdeen, Calamos, Invesco and Nationwide
Press Release Dec 11, 2018
Oranj Free Model Marketplace Growth Continues Without Raising Fees, Adds Aberdeen, Calamos, Invesco and Nationwide

Custodian-agnostic marketplace passes first anniversary and gains traction among advisers seeking to implement third-party investment models
Wentworth Management Services Announces Its Third Acquisition by Entering Into a Definitive Purchase Agreement to Acquire World Equity Group
Press Release Dec 7, 2018
Wentworth Management Services Announces Its Third Acquisition by Entering Into a Definitive Purchase Agreement to Acquire World Equity Group

The transaction, pending FINRA regulatory approval, marks the third acquisition for Wentworth
Secrets of the ACP: A Financial Advisor's Roadmap to Success & Profitability
Press Release Nov 28, 2018
Secrets of the ACP: A Financial Advisor's Roadmap to Success & Profitability

Five top financial planning practitioners to present business-building and profitability strategies in free webcast hosted by Marie Swift
Snappy Kraken Kills Canned Content, Launches Exclusive Content Rights for Advisors
Press Release Nov 20, 2018
Snappy Kraken Kills Canned Content, Launches Exclusive Content Rights for Advisors

The automated marketing platform for advisors now offers exclusive content plus personalization features.
Bernhardt Wealth Management's Gordon Bernhardt Participates in Essential Dialogue
Press Release Nov 15, 2018
Bernhardt Wealth Management's Gordon Bernhardt Participates in Essential Dialogue

Leading Fiduciary Planners Convene to Craft Guide for Consumers Confused by Broker vs. Advisor Differences and SEC's Reg BI
Fidato Wealth Recognized for Second Year in a Row in Financial Advisor Magazine
Press Release Nov 2, 2018
Fidato Wealth Recognized for Second Year in a Row in Financial Advisor Magazine

Independently owned and operated, the Middleburg Heights, Ohio Firm is pleased to be acknowledged on the 2018 National Top Advisor List.