Smartleaf users saved their clients an average of 2.44% of assets that were actively tax-managed. Snappy Kraken announced a live webinar. Summit Financial Holdings has launched Summit Growth Partners (“SGP”). Orion Advisor Solutions will make 2021 the year of the breakaway advisor. Sanwa Alterna Brokerage launched their latest full-stack investment management solution. Planswell has drawn two former XY Planning Network staffers to its c-suite. Guardian Mortgage has signed an agreement to use Black Knight’s suite. Jud Mackrill starts his own wealthtech “integration as a service” company Milemarker. Calvetti Ferguson announced the launch of CF Financial. Springbox AI has launched on iOS and Android and raised $2M. Annexus Retirement Solutions announced its new solution, Lifetime Income Builder.
Last year, Smartleaf users saved their clients an average of 2.44% of assets that were actively tax-managed. This is more than most advisors charge in fees. Smartleaf’s account-level Taxes Saved Report enables advisors to document the value the advisor is adding through tax management for each of their clients. The total taxes saved in 2020 was $286,167,143.
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Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, recently announced that they will be hosting a live webinar. The webinar, taking place Tuesday, January 26th at 3pm ET, will focus on fueling predictable growth in the new year, including how to captivate and get the attention of ideal prospects, the steps to enroll prospects into a compelling “outreach system”, how advisors should adjust their outreach depending on channel and stage, and ways to position themselves for more business-building opportunities and conversations.
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Summit Financial Holdings (“Summit”), a prominent financial services firm for top independent and breakaway advisors, has launched Summit Growth Partners (“SGP”), a new and innovative custom capital solution that combines upfront cash monetization with equity participation as well as exclusive partnership privileges. SGP is the result of Summit’s partnership with Merchant Investment Management (“Merchant”) and launches with 12 advisor firms.
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Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, will make 2021 the year of the breakaway advisor. Orion is investing in bold initiatives – including collaborative virtual and in-person events, a growing digital trove of practical guides, a network of Orion client firms for advisors to “tuck into” while still retaining their independence, and special pricing deals – all to support the growing number of advisors who dream of establishing and growing independent firms.
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Sanwa Alterna Brokerage, a globally recognised wealth management and investment firm based in Montreal, Canada, have today launched their latest full-stack investment management solution for clients across the globe.
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Financial planning software developer Planswell has drawn two former XY Planning Network staffers to its c-suite. Former XYPN Director of Marketing Jennifer Mastrud joined Planswell as Chief Marketing Officer, and former XYPN Director of Compliance Scott Gill is Planswell’s new Chief Compliance Officer, according to the firm. Both executives began working with Planswell in January.
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Black Knight, Inc. announced that Guardian Mortgage, a division of Sunflower Bank, N.A., has signed an agreement to use Black Knight’s suite of best-in-class servicing and default solutions to enhance its operations and support its growing business. The suite includes use of MSP, Black Knight’s industry-leading servicing system, as well as its consumer-facing Servicing Digital solution, the Actionable Intelligence Platform, Order Exchange, Lien Alert and default capabilities for loss mitigation, foreclosure, bankruptcy and invoicing.
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Jud Mackrill has left his role as chief marketing officer at Carson Group to start his own wealthtech “integration as a service” company, called Milemarker.
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Calvetti Ferguson, one of the largest independent accounting and advisory firms based in Texas, announced today the launch of CF Financial. Through CF Financial, Calvetti Ferguson is able to provide wealth management services to individuals and small businesses. As a result, the firm now offers the full suite of services across the entire lifecycle of a private business, including the monetization of its clients’ business assets.
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Springbox AI, an AI-powered financial forecasting application designed to replace financial market investment service and aimed at the average financial markets trader, has launched on iOS and Android and raised $2M.
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Annexus Retirement Solutions, a leading retirement income product design company, today announced its new solution, Lifetime Income Builder. Lifetime Income Builder is financially engineered to help participants maximize lifetime income without sacrificing growth opportunity or control. The solution will be available to the institutional retirement planning market in mid-2021, with insurance carrier and asset manager partners to be announced throughout the year.
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