Latest Press Releases

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.

Optima Asset Management Relocates, Announces New Website
Press Release Nov 7, 2019
Optima Asset Management Relocates, Announces New Website

Dallas-based independent Registered Investment Advisor has been putting clients' interests first for almost 25 years
Mattern Wealth Management to Deliver Personalized, Fee-Only Financial Services as SEC Registered Investment Advisor
Press Release Nov 6, 2019
Mattern Wealth Management to Deliver Personalized, Fee-Only Financial Services as SEC Registered Investment Advisor

Veteran advisor David Mattern leads new Kansas-based firm with focus on clients first, delivering clear, comprehensive knowledge.
Timeline Wins Second Place at Money20/20 Startup Academy Competition in Las Vegas
Press Release Nov 6, 2019
Timeline Wins Second Place at Money20/20 Startup Academy Competition in Las Vegas

Retirement income software makes it to the final round, wins $5,000 prize and venture capital interest
Inside the RIA Deal Room: Advisor Growth Strategies, With Support From BlackRock, Unveils New M&A Study
Press Release Oct 31, 2019
Inside the RIA Deal Room: Advisor Growth Strategies, With Support From BlackRock, Unveils New M&A Study

Changing dynamics within the RIA M&A landscape revealed, misconceptions of deal mechanics debunked
Timeline Retirement Income Software Integrates With Morningstar ByAllAccounts for Investment Data Aggregation
Press Release Oct 30, 2019
Timeline Retirement Income Software Integrates With Morningstar ByAllAccounts for Investment Data Aggregation

Integration gives financial advisors ability to import data directly from all investment institutions in the US