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Libretto, the innovative advice platform empowering financial advisors and family offices with total wealth planning and investment software, announced that it has been selected by Indivisible Partners, a privately held independent advisory firm dedicated to advancing the success of elite advisors. Through this partnership, Libretto’s total wealth planning capabilities will be fully integrated into the Indivisible Wealth Platform, enhancing Indivisible’s ability to equip advisors with sophisticated, scalable advice tools that sustain meaningful client relationships. Originally published on Business Wire on October 28, 2025. Read full article here. Financial Independence Planning, LLC Celebrates 30 Years of Excellence in Financial Services2/25/2025
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. |
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