Latest News and Press Releases

Actor Anna Kendrick is featured in a first-of-its-kind LPL Financial campaign that raises the company’s visibility as a leader in wealth management

NBC Securities appoints Kim Davis as Chief Growth Officer to drive expansion and innovation after her 30+ years in financial services.

LPL Financial, a leading wealth management firm, launches WealthVision Essentials, a turnkey integrated financial planning tool powered by eMoney.

Boston, May 01, 2025 (GLOBE NEWSWIRE) -- Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston with offices in Connecticut and Rhode Island, is...

Human Interest launches PartnerConnect™, an integrated platform for financial advisors to manage 401(k) plans from a single dashboard.

A new study by Money Wise Institute exposes a growing communication gap between Canadian parents and their children regarding inheritance.

New York, March 20, 2025 (GLOBE NEWSWIRE) -- Flourish, a platform that helps registered investment advisors (RIAs) grow by evolving from holistic advice to holistic implementation, today announced...

Mechanicsburg, Pennsylvania, March 18, 2025 (GLOBE NEWSWIRE) -- Josh Jenkins has joined Seaside Wealth Management, where he now operates as an independent financial advisor. Previously affiliated...

Alabama-based broker-dealer and registered investment advisor NBC Securities promotes Sam Ransom to CFO.

LPL launches LPL Alts Connect, a full-service platform to streamline the way financial advisors and their clients access and manage alternative investments