Latest Press Releases

Snappy Kraken Launches 'Marketing Accelerator' for Financial Professionals
Press Release Nov 19, 2020
Snappy Kraken Launches 'Marketing Accelerator' for Financial Professionals

Award-Winning MarTech Platform Announces New Program to Build, Launch and Sustain a Proven Marketing Strategy
New Survey Explores How Financial Advisors Have Responded to the Covid Crisis and Coronavirus Crash
Press Release Nov 16, 2020
New Survey Explores How Financial Advisors Have Responded to the Covid Crisis and Coronavirus Crash

Results will be revealed during November 20th webinar "Conversations That Matter: Addressing Client Concerns, Hopes and Dreams During Uncertain Times"
Jeffrey Levine Joins Holistiplan
Press Release Nov 10, 2020
Jeffrey Levine Joins Holistiplan

Financial Industry Guru Will Serve as Resident Tax Expert
HawsGoodwin Signs on as Mentor in Vanderbilt 'WiB' Program
Press Release Nov 4, 2020
HawsGoodwin Signs on as Mentor in Vanderbilt 'WiB' Program

Tennessee-based Wealth Management Firm Participates in Inaugural Women in Business Intern/Mentor Solution
New 'Playbook Portfolios' Will Revolutionize How Financial Advisors Do Business
Press Release Oct 29, 2020
New 'Playbook Portfolios' Will Revolutionize How Financial Advisors Do Business

First-of-kind solution, available exclusively on the Oranj platform, brings portfolios built by independent fiduciary strategists — with no overlay fees — to advisors focused on meeting client needs in challenging times
Holistiplan Partners With Redtail Technology to Streamline the Process of Analyzing Tax Returns
Press Release Oct 28, 2020
Holistiplan Partners With Redtail Technology to Streamline the Process of Analyzing Tax Returns

Financial advisors can now prove value to clients by seamlessly incorporating automatically-generated tax planning information
5 Steps for Creating a Financial Plan From Yardley Wealth Management
Press Release Oct 28, 2020
5 Steps for Creating a Financial Plan From Yardley Wealth Management

Pennsylvania financial advisor and attorney, Michael Garry, offers tips investors should follow in the "New Normal"
Holistiplan's Innovative Tax-Planning Software is Latest Value-Add to Carson's Tech Stack
Press Release Oct 20, 2020
Holistiplan's Innovative Tax-Planning Software is Latest Value-Add to Carson's Tech Stack

Firm established by Barron's Top Advisor Ron Carson has rolled out Holistiplan for strategic tax planning
Oranj Adds Reporting Feature to Its Platform for Financial Advisors
Press Release Oct 8, 2020
Oranj Adds Reporting Feature to Its Platform for Financial Advisors

Investment reports that allow advisors to quickly and easily generate detailed client communications
Snappy Kraken Named 'Best Overall Content Marketing Company' for Second Consecutive Year in Annual MarTech Breakthrough Awards Program
Press Release Sep 23, 2020
Snappy Kraken Named 'Best Overall Content Marketing Company' for Second Consecutive Year in Annual MarTech Breakthrough Awards Program

Prestigious Awards Program Recognizes Standout Marketing, Advertising and Sales Technology Around the World