Equita Financial Network (Equita) has been ranked as one of the fastest-growing RIAs in its category by InvestmentNews. This recognition is a testament to Equita's remarkable growth, industry leadership, and commitment to empowering women in financial services.

Every year, InvestmentNews reports and then ranks the top 74 fee-only RIAs based on a variety of key metrics, such as growth in assets under management (AUM), client acquisition, and revenue. Equita's ranking on this prestigious list demonstrates its ongoing success in providing robust resources and facilitating a collaborative environment for independent, women-led firms.

​Originally published on Citybiz on February 28, 2025. Read full article here.

Bogart Wealth announced that it has introduced Jeffrey Fuhrman, an experienced industry executive, to the team as President.

“We’re thrilled to announce Jeffrey Fuhrman as the new President of Bogart Wealth and introduce him to the team,” said James Bogart, CFP®, ChFC®, CEO & Founder of Bogart Wealth. “Jeff has an incredible track record of leading firms across a variety of industries through significant growth and transformation, and we’re confident that he’ll be an asset in aiding our growth efforts for years to come.”

Originally published on Business Wire on February 25, 2025. Read full article here.

Financial Independence Planning, LLC (FIP) has reached a new milestone. To mark its 30th anniversary, the firm is launching a yearlong celebration to recognize the strong foundation it’s built and the hundreds of families the firm proudly serves.

​Founded in 1995 by Harry Keller, CEO and Senior Financial Advisor, FIP emerged when total financial planning was still an evolving concept. Keller envisioned a firm built on trust, education, and a holistic approach to wealth management. From humble beginnings in his townhouse basement, Keller partnered with local Chambers of Commerce, offering retirement classes to the community and complimentary financial plans. Keller’s vision quickly gained momentum, and three decades later, FIP has grown into a 15,000-square-foot headquarters, a team of 26 dedicated professionals, and a client base of over 830 households and as of 01/2025

​Originally published on Business Wire on February 25, 2025. Read full article here.

Libretto, the innovative advice platform empowering financial advisors and family offices with total wealth financial planning and investment software, today announced a new feature enabling advisors to generate personalized, graphic-rich, white-label client letters with the click of a button.

“Libretto scales sophisticated planning, asset allocation, and risk management advice – our users connect the dots for their clients across these areas,” said Trevor Coyle, Product Manager at Libretto. “With these client letters, we’re helping advisors create a narrative-driven client deliverable that not only illuminates the comprehensive client solution but also enables deep dives into specific areas, tailored to what the advisor and client want to focus on.”

​Originally published on Business Wire on February 25, 2025. Read full article here.

TaxStatus announced the launch of its Financial Baseline Report – a tool that empowers financial professionals with a comprehensive view of a client’s financial standing with data sourced directly from the IRS.

Designed to revolutionize financial planning, advice, and client onboarding, the Financial Baseline Report eliminates the inefficiencies of traditional data collection required to render advice. With an easy permission-based process, advisors no longer must obtain and upload tax returns. ​“By leveraging a seamless 60-second client consent process, a direct integration with the IRS, and over 100 IRS tax forms and schedules and 200+ tax transcripts, TaxStatus delivers the most comprehensive financial snapshot available in the industry today,” said Kevin Knull, CFP®, CEO of TaxStatus.

Originally published on Business Wire on February 25, 2025. Read full article here.

Aspyre Wealth Partners is proud to announce that Matthew D. Starkey, MSFS, CFP®, CAP®, AEP® and Jessi Chadd, MSFS, CFP®, CeFT® have been named Five Star Wealth Managers by Five Star Professional in Kansas City magazine. This annual award is granted to a select group of professionals—fewer than seven percent of wealth managers in the region—who demonstrate an unwavering commitment to exceptional client service.

Unlike awards that focus primarily on metrics such as assets under management (AUM) or the size and scale of a firm, the Five Star Wealth Manager recognition stands out for its emphasis on service excellence, ethical business practices, and client satisfaction. Recipients must meet 10 rigorous criteria, including client retention rates, industry credentials, and regulatory history, ensuring that honorees provide personalized, high-quality financial guidance. Chadd is being recognized for the third consecutive year, while Starkey celebrates his twelfth appearance on the list.

Originally published on Business Wire on February 12, 2025. Read full article here.

Levitt Capital Management (LCM) is pleased to announce two upcoming events aimed at providing valuable insights into investment strategies for Americans residing in Europe. Both of these events are designed to address the unique financial challenges faced by U.S. citizens/dual citizens living overseas, and both will feature Robert Levitt, founder of Levitt Capital Management. His expertise will provide those who attend with practical strategies to better manage their investments while also navigating the complexities of international financial regulations.

Originally published on Business Wire on February 12, 2025. Read full article here.

Advyzon announced a partnership with the Correspondent Clearing division of StoneX Financial Inc., a wholly owned subsidiary of StoneX Group Inc. StoneX is an institutional-grade financial services firm that provides global market access, clearing and execution, trading platforms, and more, serving more than 54,000 commercial, institutional, and global payments clients and over 400,000 retail accounts from more than 80 offices across five continents.

StoneX’s Correspondent Clearing division, which provides comprehensive custody and clearing solutions for broker-dealers, investment advisers, and foreign financial institutions, is partnering with Advyzon Enterprise Solutions to bring Advyzon’s full, all-in-one wealthtech platform to StoneX’s introducing broker-dealers and financial advisors.

Originally published on Business Wire on February 11, 2025. Read full article here.

ClientWise announced that financial services veteran executive Tim Whiting has, as of January 13, 2025 joined the firm to serve as Chief Growth Officer.

In this role, Whiting will be responsible for the continued growth of ClientWise’s professional coaching and consulting services – functioning as a vital strategic bridge between sales and marketing. He will also oversee key account management, business development, relationship management, and further enterprise adoption of the ClientWise Business Builders AcademyTM and the new ClientWise Valuation service offering.

Originally published on Business Wire on February 11, 2025. Read full article here.

Syntax Data announced a partnership with global index provider, FTSE Russell, to integrate its indices on the Syntax Direct custom index creation platform. The collaboration empowers financial advisors to customize major industry benchmarks to meet the specific needs and preferences of clients across mass affluent market segment.

The integration of FTSE Russell indices into the Syntax Direct platform enables advisors to leverage major recognized benchmarks as a foundation for creating custom indices that focus on key performance drivers, such as quantitative and fundamental factors, as well as emerging investment themes. The Syntax Direct platform provides advisors with the ability to tailor personalized portfolios at scale, allowing them to serve more clients at a reduced cost.

Originally published on Business Wire on February 4, 2025. Read full article here.