Latest News and Press Releases

Ascendia Partners supports Holistic Wealth Advisors, a $350M woman-owned RIA, providing full guidance for independence, growth, and strategic planning.

Alamo, CA, July 14, 2025 (GLOBE NEWSWIRE) -- Adam Spiegelman, a former investment adviser representative through Commonwealth Financial Network®, today announced the official launch of Spiegelman...

Young Global Wealth in Boulder, CO, launches new venture offering greater investment flexibility that is aligned with each client’s goals and values.

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...

Golden State announces a series of strategic enhancements designed to further empower financial advisors and their clients.

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...

Craig Gould, CEO of Binah Capital Group (NASDAQ: BCG), has been named to the InvestmentNews Hot List, recognizing his leadership and contributions to the f

Los Angeles, CA, Dec. 04, 2024 (GLOBE NEWSWIRE) -- Signature Estate & Investment Advisors (SEIA), a leading independent registered investment advisor (RIA) providing comprehensive investment...

BETHESDA, MD, Nov. 25, 2024 (GLOBE NEWSWIRE) -- XML Financial Group (“XML”), an independent wealth and investment management firm with offices in Maryland, Virginia, Pennsylvania, and Colorado, is...

Houston, Nov. 13, 2024 (GLOBE NEWSWIRE) -- Linscomb Wealth (LW), a Cadence Bank (NYSE: CADE) subsidiary providing wealth advisory services, has for the third consecutive year been named to the...