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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 09:00 ET | Source: Society of Actuaries

Society of Actuaries Research Institute Releases New Guides and Survey Findings on Solo Aging Americans

SOA guides and survey findings offer insights to help Solo Agers plan retirement, strengthen support networks, manage finances, and age with confidence.
October 21, 2025 10:15 ET | Source: AndPartners

&Partners Celebrates Milestone: 100th Advisor Practice Joins Fast-Growing Wealth Management Firm

&Partners, the advisor- and employee-owned wealth management firm, announced the addition of its 100th practice, Mannen Financial Group | &Partners.
October 02, 2025 09:00 ET | Source: Peak American Financial Group

Peak American Investment Advisors Promotes John Congdon to Senior Wealth Advisor

Peak American promotes John Congdon to Senior Wealth Advisor, boosting the Plano-based firm’s retirement strategy expertise and boutique client service.
September 30, 2025 07:09 ET | Source: Research and Markets

AI in Financial Planning and Analysis Market to Grow by Over $48 Billion by 2029 - Generative AI and Conversational Analytics Fuel Industry Growth

Dublin, Sept. 30, 2025 (GLOBE NEWSWIRE) -- The "AI in Financial Planning and Analysis Market 2025-2029" has been added to ResearchAndMarkets.com's offering. The AI in financial planning and...
September 26, 2025 09:00 ET | Source: XYPN

XYPN Unveils Major Tech Advancements for Members with Holistiplan and Orion

AUSTIN, Sept. 26, 2025 (GLOBE NEWSWIRE) -- XYPN, the leading support platform for fee-only financial planners, today announced major enhancements to its member benefits during its XYPN LIVE...
September 08, 2025 09:00 ET | Source: LPL Financial Holdings, Inc.

Decorum Wealth Management Launches with Support from LPL Strategic Wealth

The highly accredited team has more than 80 years of industry experience and clients include a diverse range of individuals and businesses.
September 04, 2025 09:00 ET | Source: LPL Financial Holdings, Inc.

LPL Financial Advisors Embrace AI’s Potential for Business Growth, Increased Capacity, Survey Finds

A survey at LPL Financial's flagship annual conference, Focus 2025, unveils financial advisor perspectives on priorities, challenges and emerging trends.
September 03, 2025 09:00 ET | Source: First Federal Savings Bank

ICBA and First Federal Savings Bank Share Financial Preparedness Tips for National Preparedness Month

ICBA and First Federal Savings Bank Share Financial Preparedness Tips for National Preparedness Month
August 27, 2025 09:00 ET | Source: LPL Financial Holdings, Inc.

LPL Financial Completes Onboarding of First Horizon Advisors to Institution Services Platform

LPL and First Horizon Bank announced the agreement in April 2025. In August 2025, approximately $12B of brokerage and advisory assets onboarded to LPL.