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May 05, 2025 09:00 ET | Source: LPL Financial Holdings, Inc.

LPL Financial Launches WealthVision Essentials to Empower Advisors with Best-in-Class Financial Planning Software

LPL Financial, a leading wealth management firm, launches WealthVision Essentials, a turnkey integrated financial planning tool powered by eMoney.
April 24, 2025 09:00 ET | Source: Golden State

Golden State is Recognized as One of USA Today’s Best Financial Advisory Firms for the Third Consecutive Year

Golden State’s continued presence on USA Today's Best Financial Advisory Firm list is a testament to its commitment to serving financial advisors.
April 18, 2024 13:56 ET | Source: Monumental Financial Planning

Monumental Financial Planning (formerly The Cortale Group) Renews Commitment as a Third-Year Sponsor of Calvary Women's Services' Annual Hope Gala

John Cortale of Monumental Financial Planning, formerly, The Cortale Group, is proud to announce its continued support for Calvary Women's Services
December 19, 2023 19:27 ET | Source: Mountain America Credit Union

Stephen Skokos Named as Top Next-Gen Wealth Advisor for Second Consecutive Year

SANDY, Utah, Dec. 19, 2023 (GLOBE NEWSWIRE) -- Mountain America Investment Services announced today that Stephen Skokos has been selected as one of Forbes “Top Next-Gen Wealth Advisors” in Utah for...
November 13, 2023 06:00 ET | Source: USI Insurance Services

USI Affinity and Old Republic Lawyers Specialty Insurance Announce New Lawyers Professional Liability Insurance Program in Illinois, Indiana, Michigan, Ohio and South Carolina

NEWTOWN SQUARE, Pa., Nov. 13, 2023 (GLOBE NEWSWIRE) -- USI Affinity and Old Republic Lawyers Specialty Insurance (ORLSI) today announced a new strategic partnership to offer a superior,...
April 14, 2023 17:08 ET | Source: The Rosen Law Firm PA

LPLA INVESTOR NEWS: ROSEN, GLOBAL INVESTOR COUNSEL, Encourages LPL Financial Holdings Inc. Investors to Inquire About Class Action Investigation – LPLA

NEW YORK, April 14, 2023 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of LPL...
May 18, 2020 08:00 ET | Source: USI Insurance Services

USI Affinity, CNA and the Pennsylvania Bar Association Announce New Graduate Attorney Lawyers’ Professional Liability Program

PHILADELPHIA, May 18, 2020 (GLOBE NEWSWIRE) -- USI Affinity, CNA and the Pennsylvania Bar Association (PBA) today announced the availability of a “New Graduate Attorney Lawyers’ Professional...
June 10, 2019 11:25 ET | Source: Mountain America Credit Union

Mountain America Wealth Management’s Chad Waddoups Recognized as a Top 20 Program Manager by Bank Investment Consultant

SANDY, Utah, June 10, 2019 (GLOBE NEWSWIRE) -- Mountain America Wealth Management’s Chad Waddoups was selected for the 2019 Top 20 Program Managers list by Bank Investment Consultant, a leading...
November 17, 2016 10:30 ET | Source: DALBAR, Inc.

LPL Financial Service Teams Earn DALBAR’s Recognition for Excellence Award

Boston, Nov. 17, 2016 (GLOBE NEWSWIRE) -- FOR IMMEDIATE RELEASE ...
April 14, 2016 11:45 ET | Source: The Rosen Law Firm PA

EQUITY ALERT: Rosen Law Firm Announces Filing of Securities Class Action Lawsuit Against LPL Financial Holdings Inc. - LPLA

NEW YORK, April 14, 2016 (GLOBE NEWSWIRE) -- Rosen Law Firm, a global investor rights law firm, announces the filing of a class action lawsuit on behalf of purchasers of LPL Financial Holdings...

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