The latest in financial #AdvisorTech — October 2023
The October 2023 edition of the latest in financial #Advisortech kicks off with the news that Altruist is eliminating its monthly fee.
Source: investmentnews.com
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Holistiplan Passes 20,000 Advisors Milestone
/PRNewswire/ -- Holistiplan, a tax planning technology solution for financial professionals, today announced that their advisor client base has surpassed...
Source: prnewswire.com
Sag Harbor Village Board Takes A First Look At Affordable Housing Proposal
By Stephen J. Kotz The developers of a proposal that would wed 79 upper-floor affordable apartments with approximately 29,000 square feet of first-floor commercial space in the heart of Sag Harbor gave the Village Board a first peek at their plans on
Salvatore Coco Madam Potter Roger Pine Of Conifer Realty Roger Pine Conifer Realty Sag Harbor Village Board
Source: 27east.com
Sag Harbor Village Board Takes First Peek At Affordable Housing Proposal
By Stephen J. Kotz The developers of a proposal to wed 79 upper-floor affordable apartments with approximately 29,000 square feet of ground-floor commercial space in the heart of Sag Harbor gave the Village Board a first peak at their plans on Friday
Salvatore Coco Madam Potter Roger Pine Of Conifer Realty Roger Pine Conifer Realty Sag Harbor Village Board
Source: 27east.com
Sag Harbor Village Board Takes First Peak At Affordable Housing Proposal
By Stephen J. Kotz The developers of a proposal to wed 79 upper-floor affordable apartments with approximately 29,000 square feet of ground-floor commercial space in the heart of Sag Harbor gave the Village Board a first peak at their plans on Friday
Salvatore Coco Madam Potter Roger Pine Of Conifer Realty Roger Pine Conifer Realty Sag Harbor Village Board
Source: 27east.com
Business park near airport proposed | News, Sports, Jobs - Lawrence Journal-World: news, information, headlines and events in Lawrence, Kansas
A Lawrence developer wants to build a 900-acre business park near the Lawrence Municipal Airport.Jes Santaularia and his real
Lawrence Municipal Airport United States Ronald Schneider Debbie Van Saun Anthony Santaularia Jes Santaularia
Source: ljworld.com
Brookhaven IDA Closes on Port Jefferson Crossing
Photo by: Shutterstock Chairman Frederick C. Braun III and members of the Brookhaven Industrial Development Agency announced a package of incentives for Port Jefferson Crossing, a $24 million project that will construct 45 units of residential workforce housing in the heart of Port Jefferson. The residential units will be located at 1609-1615 Main Street in Port Jefferson, currently the site of two vacant buildings. The existing buildings will be demolished to make...
Gwen Oshea Frederickc Braun Conifer Realty Enterprise Green Community Brookhaven Industrial Development Agency Long Island Rail Road
Source: longisland.com
Holistiplan's Award-Winning Tax-Planning Software Chosen by Buckingham Strategic Wealth for Advisors Nationwide
®, CFP ®, and Kevin Lozer, CFP ®, today announced that Buckingham Strategic Wealth, headquartered in St. Louis, Missouri, has added Holistiplans tax planning software to its tech stack. Holistiplan is an award-winning tax planning software for financial advisors, built to systematize and automate the process of reviewing a clients tax return to find potential planning opportunities. The multi-year agreement with Holistiplan will provide Buckingham advisors critical insight into their clients...
United States Kevin Lozer Susan Strasbaugh Rob Ziliak Prnewswire Holistiplan Buckingham Strategic Wealth
Source: prnewswire.com