Value Line Funds join the growing list of asset managers on Oranj's custodian-agnostic platform
Personal Connection Video Tool for Financial Advisors by Snappy Kraken
April 29, 20205 min
Financial Advisors can now make personal connection videos for their clients and customers simply and easily, all thanks to Snappy Kraken, the martech firm that provides automation solutions to financial advisors for launching its new personal connection video series for its existing subscribers, free of cost. Robert Sofia, CEO of Snappy Kraken expressed that up until now the financial advisors didn’t have a lot of options to use videos to promote their messages. The only...
eMoney Advisor Provides Free Planning Resources During COVID-19 Pandemic
April 9, 20208 min
New eMoney customers to receive free planning access, while current clients receive digital marketing solution and other resources at no charge CEO Ed O’Brien urges more advisors to adopt financial planning during times of uncertainty and disruption
LifeYield Fortifies AdvisorPeak With Industry-First Tax-Smart Asset Location
February 20, 20205 min
A historic bull market and changing tech landscape are driving advisors to find innovative ways to create value for their clients and differentiate their practice. LifeYield, LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, makes it easy to meet this demand by quantifying one of the most elusive sources of value — tax efficiency — through a new integration with AdvisorPeak, Inc. (AdvisorPeak), a leading portfolio trading and rebalancing...
Whealthcare Planning, LLC Names Industry Veteran Kevin Ruth as Interim CEO
February 19, 20205 min
Whealthcare Planning, a technology company offering the only health and longevity-focused planning platform for financial advisors, announced today that financial services industry veteran Kevin Ruth is joining the company as Interim CEO. Mr. Ruth was most recently head of Wealth Planning and Personal Trust at Fidelity Investments and Fidelity Private Wealth Management. He also served as Chief Financial Planning Officer for Fidelity’s Personal and Workplace Advisors LLC, a registered investment advisor. Prior to joining Fidelity,...
Redi2’s BillFin™ Selected by CircleBlack for Advanced Fee Billing Partner
February 18, 20202 min
CircleBlack, a wealth management platform that provides financial advisors with all the tools necessary to manage their clients and portfolios while seamlessly integrating a practice’s technology applications, today announced that it has selected Redi2Technologies’ BillFinTM solution, as their provider of hosted advanced fee billing, which will be available through the single sign-on hub that is a hallmark of the CircleBlack experience. “In everything we do, our goal is to leverage and seamlessly integrate best in class technology such...
Waddell & Reed, Inc. Adds Five Financial Advisors
January 31, 20204 min
Waddell & Reed, Inc. recently added five independent financial advisors, with assets totaling nearly $250 million, to its national network. These associations reflect the firm’s ongoing strategy to grow its team of experienced advisors and expand coverage nationwide. Ron Galen brings a trailing 12-month total gross revenue exceeding $359,000. He has been an advisor for 27 years, most recently affiliated with J.W. Cole Financial, Inc. Galen works in the Los Angeles, California, area. Jim Summers...
D.A. Davidson & Co. Serves as Financial Advisor to Soft-Pak in its Acquisition by Dover
January 30, 20204 min
D.A. Davidson & Co. announced today that its client, California-based Soft-Pak, Incorporated, a leading independent provider of integrated back office, route management and customer relationship management software solutions to the waste and recycling fleet industry, has entered into a definitive agreement to be acquired by Dover Corporation, a diversified global manufacturer with annual revenue of approximately $7 billion. Following the close of the transaction, Soft-Pak will become part of the Environmental Solutions Group business unit, a...
Mitre Media Announces New Sales Leader Amidst Surge in Platform Growth
January 23, 20203 min
Mitre Media, the leading online investment research platform for financial advisors and sophisticated investors, today announces Matt Butcher is joining Mitre Media’s leadership team as Vice President of Sales. As VP Sales, Matt is responsible for leading the sales team, developing new channels and driving sales growth across all geographies. “I’m thrilled to join an innovative and modern financial media platform whose data-driven, customizable content and advanced ad tech capabilities deliver a unique user experience...
Digital Experience Drives Advisor Engagement, SS&C Report Finds
January 23, 20207 min
Latest Research Names Fidelity Top Digital Engagement Leader