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October 31, 2025 08:00 ET | Source: LPL Financial Holdings, Inc.

LPL Financial Announces Lower Fees and Streamlined Pricing Across Advisory Platforms

Effective July 1, 2026, fees will be lowered for advisors across LPL’s Strategic Asset Management & Model Wealth Portfolios advisory programs
October 30, 2025 08:39 ET | Source: MDRT

The Great Wealth Transfer: Expectations, Preparedness and Challenges for Every Generation

Highlights of a recent MDRT survey on consumer sentiment around estate planning and the Great Wealth Transfer.
October 29, 2025 13:27 ET | Source: Robertson Stephens

Robertson Stephens Reaches $8 Billion in Assets

SAN FRANCISCO, Oct. 29, 2025 (GLOBE NEWSWIRE) -- Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) exceeds $8 billion in client assets, while also growing its national presence in the...
October 21, 2025 16:00 ET | Source: JLK Capital Management Ltd.

JLK Capital Management Ltd. Strengthens Global Compute Investment, Focuses on GPU Server Infrastructure to Support AI Development

Denver, CO, Oct. 21, 2025 (GLOBE NEWSWIRE) -- U.S.-based investment firm JLK Capital Management Ltd. announced that it will comprehensively expand its investments in global computing infrastructure,...
October 13, 2025 12:05 ET | Source: Raymond James Financial

Raymond James Welcomes New $261 Million Program with First National Bank of Sparta

St. Petersburg, Fla., Oct. 13, 2025 (GLOBE NEWSWIRE) -- Raymond James (NYSE: RJF) announced today that the First National Bank of Sparta (FNBS) has selected its Financial Institutions Division (FID)...
October 13, 2025 11:00 ET | Source: AdvicePay

AdvicePay Named as 2025 ThinkAdvisor Luminaries Awards Finalist for Transforming the Infrastructure Behind Financial Advice

Bozeman, Mont., Oct. 13, 2025 (GLOBE NEWSWIRE) -- AdvicePay, the industry-leading platform for managing billing, payments, and compliance of fee-for-service financial planning, today announced it...
October 09, 2025 10:17 ET | Source: Raymond James Financial

Raymond James Welcomes San Diego Advisor Group Managing $1.1 Billion in Assets

St. Petersburg, Fla., Oct. 09, 2025 (GLOBE NEWSWIRE) -- Raymond James (NYSE: RJF) recently welcomed five financial advisors with The Manning Companies (TMC) in San Diego to Raymond James Financial...
October 08, 2025 14:00 ET | Source: Thryve Wealth Management

Thryve Wealth Management Launches Independent RIA to Transform Wealth Management

DALLAS, Oct. 08, 2025 (GLOBE NEWSWIRE) -- Thryve Wealth Management today announced the launch of its independent Registered Investment Advisor (RIA), designed to move beyond conventional wealth...
October 02, 2025 13:48 ET | Source: Raymond James Financial

Raymond James Welcomes Florida Financial Advisors Managing Approximately $200 Million in Assets

St. Petersburg, Fla., Oct. 02, 2025 (GLOBE NEWSWIRE) -- Raymond James recently welcomed financial advisors Paul Williamson, CFP®, RICP®, AIF®, and Matt Hamilton, CFP®, AAMS®, to Raymond James...
September 25, 2025 10:42 ET | Source: Raymond James Financial

Raymond James Welcomes Maine Advisor Team Managing Over $350 Million in Assets

St. Petersburg, Fla., Sept. 25, 2025 (GLOBE NEWSWIRE) -- Raymond James (NYSE: RJF) recently welcomed four financial advisors from Compass Investment Management (CIM) to Raymond James Financial...