Latest News and Press Releases

LPL Financial launches hub for alternative investments education, placing practical, easy-to-use learning experiences at advisors’ fingertips

Truxton has promoted Susan Ney, CTFA to the role of Senior Vice President, Senior Wealth Advisor and Laura Frith to the role of Associate Wealth Advisor.

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

LPL released its 2025 Outlook. Setting the tone for the new year, this report offers a comprehensive analysis of the economic and market environment.

Representing the largest community of female financial advisors in the industry, LPL Achieve Conference unites community of successful wealth professionals

Two independent RIA's join Credent Wealth Management's partnership model and capitalize on exponential growth with a seamless transition.

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...

Auburn, Ind., March 22, 2023 (GLOBE NEWSWIRE) -- Credent Wealth Management announces Tracy Miller of Miller Private Wealth and Mike Pepin of TruNorth Financial as the newest partners to join the...

NASHVILLE, Tenn., Jan. 06, 2023 (GLOBE NEWSWIRE) -- Truxton has promoted Daniel Bellet, CFP®, CPFA®, to the role of Wealth Advisor and will have the officer title of Vice President. “Daniel cares...

WINTER PARK, Fla., Oct. 06, 2022 (GLOBE NEWSWIRE) -- Financial Harvest Wealth Advisors, a trusted provider of financial planning and wealth advisory services in Central Florida since 2002, announces...