​YCharts has been named to the Inc. 5000 list of America's fastest-growing private companies for the 10th consecutive year. The recognition caps a period of steady expansion for the company, which has also been named a 2026 Wealth Management “Wealthies” Award finalist and is set to speak at and attend the Future Proof Festival in Huntington Beach this month.

Inc. 5000 ranks private U.S. companies by revenue growth over a three-year period, drawing from tens of thousands of applicants each year. A decade of consecutive inclusion places YCharts among a small group of companies that have sustained high growth rates over that span, according to Inc.'s methodology.

​Originally posted on Business Wire​ on September 1, 2026. Read the full article here.

Impact Communications, a full-service marketing and PR agency exclusively serving wealthtech, financial services, and independent financial advisory firms, today announced that it has been named a finalist in both the 2026 Wealth Management Industry Awards (the “Wealthies”) and the 2026 ThinkAdvisor Luminaries Awards – two of the most prominent and respected awards programs in the wealth management industry.

In the Wealthies competition, Impact was named a finalist for Digital Campaign of the Year, while 9 current and former clients also received finalist nods – totaling 19 in all. In the Luminaries program, Impact earned finalist recognition in the Educational Programs category, while 12 current clients were also named finalists across 34 total categories.

Originally posted on Business Wire​ on August 28, 2026. Read the full article here.

​If you think you’re overpaying for your portfolio design/investment analytics solution, then Kwanti may be an easier-to-learn/use solution.

Is artificial intelligence really necessary for pulling in investment data? In a fintech world that seems to be completely dominated by AI innovation, Kwanti’s portfolio design/investment data analytics solution stands out as a unique exception. Kwanti is able to create side-by-side portfolio comparisons for prospecting, and compact performance reports for clients.

Kwanti is doubly unique in a fintech world that seems to be communally hatched out of venture capital startup money, seed capital, and PE consolidation. Self-funded, currently an AI skeptic, one of those solutions that you won’t see mounting an advertising blitz—Kwanti dares to be different. It sells itself with some of the highest ratings in the various industry software surveys, relying on its raving fans to spread the word.

Originally published in Bob Veres' Inside Information in August 2026. Read full article here.

*Used with permission from Inside Information (Bob Veres publisher): Get a full subscription at www.BobVeres.com.

Brookwood Investment Group, a nationally recognized, independent RIA firm committed to redefining the advisor independence through an advisor-centric, fiduciary-first platform, is building a platform that combines institutional scale with something increasingly valuable in an age of accelerating technology: the human professional. As technology becomes more powerful, the professionals using it will matter more. The firm is expanding its leadership and institutional capabilities as it advances a Professional Advisor Partnership model.

As part of that next stage, Brookwood announced the expansion of its executive leadership team: Claire Alexander as President; Michael Jones as Chief Growth Officer; Jasmine Yu as Chief Operating Officer; and Jeffrey Williams as Chief Financial Officer and Head of Institutional Operations.

​Originally posted on Business Wire​ on August 19, 2026. Read the full article here.

YCharts, a leading investment research and client engagement platform trusted by thousands of financial professionals across North America, announced the appointment of Steve Bendt as Chief Marketing Officer. He will lead YCharts' global marketing organization, reporting to CEO Sean Brown, with responsibility for brand, demand generation, and go-to-market strategy across the company's RIA, enterprise, and asset manager markets.

Bendt joins YCharts with nearly 30 years of marketing experience, including CMO roles at industry leading investment research and fintech companies, bringing a track record of building high-performing teams inside high-growth financial data and investment research businesses.

​Originally posted on Business Wire​ on August 18, 2026. Read the full article here.

​In this article from Syntax Data, Jodie Gunzberg discusses how portfolio construction often requires balancing two objectives that can appear in tension: maintaining meaningful exposure to equity markets while managing the risks associated with large drawdowns. Using market data from Syntax Data, she shows how risk-managed equity strategies have emerged in response to this challenge, offering investors tools to modify the behavior of equity allocations across different market environments.

Ultimately, the role of risk-managed equity strategies depends on the broader context of the portfolio in which they are used. Investors with fixed spending horizons may prioritize clearly defined outcomes over a specific period. Investors with open-ended horizons may focus more on how allocations behave across multiple market cycles. Exposure-managed approaches are designed to address the latter objective by adjusting equity participation as market conditions evolve. Rather than defining outcomes over a predetermined window, they focus on managing drawdown behavior and recovery dynamics over time.

Originally published by Syntax Data on August 5, 2026. Read the full article here.

In the modern wealth management landscape, the term "platform" is frequently misapplied to any software interface or digital dashboard. However, from a strategic business perspective, a platform is not a mere utility; it is a foundational system for growth. While a "tool" helps an advisor perform a specific task, a robust platform creates an ecosystem that systematizes complex processes, turning manual tasks into scalable enterprise activity. Syntax Direct achieves this by unifying three Syntax Data pillars into a single, integrated ecosystem: FIS® Classification Technology, an Institutional Index Engine, and Scalable Technology Platform.

Syntax Direct leverages Syntax’s wealth of experience in creating institutional-caliber indices. Syntax operates a robust index development and calculation infrastructure capable of managing the entire lifecycle of a financial product, from conceptual design and backtesting to live production. This includes Index Design, Development, Production, and Distribution, as well as Post-Launch Support. This process is underpinned by a security master covering over 20,000 global stocks across 25 years of data.

Technology and investment advice have become so integrated into direct indexing that they are now functionally inseparable. The work of financial advisors is evolving from periodic meetings and portfolio reviews to a more technology-based solution driven by continuously increasing levels of  customization. Syntax Direct leverages the firm’s software development expertise to deliver a practical, accessible solution that empowers advisors to deliver high-touch, personalized results at scale. This provides financial advisors with capabilities that, not long ago, were limited to institutional quant managers.

Originally published by Syntax Data on July 28, 2026. Read the full article here.