🥳🎉 Happy 5th birthday to @StreetCred_PR – established September 15, 2020! What started as a team of two has grown into 27 strong, serving more than 40 clients across financial services. From day one, we’ve believed PR is a contact sport, and we’ve brought energy, creativity and passion to every engagement. Over the past five years, our commitment to client success has driven our own growth. We’ve welcomed incredible new talent, expanded our roster and built a team united by a passion for storytelling and this industry. We’re beyond grateful for the clients, partners, colleagues, journalists and friends who have made this journey so rewarding. None of this would be possible without you. Cheers to the next five years of growth, collaboration and innovation! 🚀 #publicrelations #financialservices #birthday

⚡ We’ve dropped another episode of PRess Play: The @StreetCred_PR Podcast!⚡ In this conversation, hosts @elenaspeaking and @jimmymoock are joined by @DuranMoney, industry titan and managing partner of Rise Growth Partners. Joe reflects on the emotional and creative side of leadership. He explores what it takes to make a lasting impact as a large RIA and why credibility and storytelling matter more than scale. From the founding of United Capital to the principles guiding Rise Growth Partners, he shares how purpose, curiosity and originality shape everything he builds. Don’t miss this honest conversation with one of the clearest voices in the industry about finding meaning, protecting your soul and creating work that matters. 🎧 Listen and subscribe here: piped.video/NdmzhOJG0W0

AI can streamline tasks, but it’ll never replace the humanity behind great financial advice. As our CEO @PaulSaganey told @steve_sgarm for @barronsadvisor: It's not about having the perfect plan, it’s about being present and supporting clients through life’s hardest moments.

🎉Congratulations to @Ritholtz! His book "How Not To Invest" was named one of Stock Trader’s Almanac’s 2026 Best Investment Books of the Year. As a longtime fan of the STA and its founder, @AlmanacTrader, we know this recognition is especially meaningful. ➡️ Order your copy today: hownottoinvestbook.com #stocktradersalmanac @RitholtzWealth

If you weren't able to attend @investmentnews' Women Advisor Summit, @EchrisL has you covered! Listen in for Terri Kallsen's incredible insights. 🔥🎧⬇️

💥NEWS: AI💥 Communify has expanded its flagship MIND AI Stories offering to include robust client-level data. Communify Stories, which translate complex data into clear and actionable narratives, leverage MIND AI to fundamentally change how financial information is understood and communicated. businesswire.com/news/home/2…

✨NEWS: PEOPLE MOVES✨ @AmplifyPlatform has named Jack Martin as the company’s first Chief Marketing Officer. Jack joins Amplify’s growing C-suite roster of industry veterans, as the firm continues its trajectory of record growth through 2025. businesswire.com/news/home/2…

🔥NEWS: M&A🔥 Corient has acquired Bristlecone Advisors, LLC, a Bellevue, Washington-based registered investment advisor firm with approximately $2 billion in AUM. businesswire.com/news/home/2…

✨NEWS: PEOPLE MOVES✨ @RFGAdvisory has named Ed Swenson as president. With 25+ years of financial services experience, he will partner with CEO @sspotswoodrfg, CIO Rick Wedell and CGO @AbbySalameh to drive the firm’s next phase of growth. 🚀 businesswire.com/news/home/2…

🔥NEWS🔥 Voya Financial (NYSE: VOYA) has launched WealthPath—developed in collaboration with @orionwealthtech—to equip advisors with integrated tools that guide clients to and through retirement. businesswire.com/news/home/2…

🚀NEWS: LAUNCH🚀 Industry veterans @EricRClarke, @redtailtech, Mike Wilson and @mwbaassiri reunite to launch @hamachiai —a breakthrough AI-powered communication platform that streamlines and accelerates dialogue across the wealth management ecosystem. businesswire.com/news/home/2…

🤝NEWS: PARTNERSHIP🤝 @WeAreWealth has partnered with @osaic_inc to bring modern estate planning tech to Osaic’s network of 11,000 financial professionals—underscoring its leadership in the space and Osaic’s commitment to advisor support. businesswire.com/news/home/2…

🔥NEWS🔥 @gotk1s has announced its client advisory board. Their insights will ensure Arch remains relentlessly client-first, with the goal of becoming the technology company most attuned to and responsive to the needs of private investors. businesswire.com/news/home/2…

🔥 In this episode of PRess Play: The @StreetCred_PR Podcast, hosts @elenaspeaking and @jimmymoock sit down with the unstoppable @jbradhere. Joanne shares her journey from running her college paper at San Diego State to becoming a force in financial services, tech and digital marketing—offering incredible perspective from each stage of her career. Don't miss out on this masterclass in vision, resilience and bold decision-making! ➡️ Listen and subscribe here: piped.video/dHn85HvLM6E

We’re finalists in 6 categories for the 2025 @ThinkAdvisor Luminaries Awards! 🏆 Shoutout to Tim Holland (CIO of the Year – TAMPs) & Orion (Investment Mgmt – Innovation). Finalists announced 9/23 from 4/ 24–8/4 nominations. Winners revealed Dec. Full list: bit.ly/4pEmZRk

🔥NEWS🔥 @osaic_inc announced that AFC Planning Group has joined Affiliated Advisors, an Osaic OSJ. Founded in 2008 and based in Melville, N.Y., the team is led by managing partners Lou Addesso and Frank Fattizzi, who oversee ~$110M in assets under advisement. businesswire.com/news/home/2…

On @SchwabNetwork this week: Our CIO Steve Kolano breaks down small caps, a steepening yield curve & the labor market—plus why gold at record highs remains both a bond proxy & inflation hedge. Watch his full insights here: schwabnetwork.com/video/smal…

👏NEWS👏 Bart Butler, CFP®, CPA has joined @osaic_inc to launch his independent firm, Rightside Financial. Bart and his team previously oversaw more than $400 million in client assets at VALIC Financial Advisors. Bart chose to affiliate with Signature Equity Partners, an Osaic-affiliated OSJ led by Scott Ward Armstrong. businesswire.com/news/home/2…

✨NEWS: PEOPLE MOVES✨ @SavvyWealthInc has appointed Anshul Sharma as chief investment officer. Anshul, a wealth management veteran with more than 25 years of experience building multi-billion-dollar investment platforms, will lead Savvy’s investment office as the firm scales past $3 billion in AUM. businesswire.com/news/home/2…