Latest News and Press Releases

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

New York, May 01, 2025 (GLOBE NEWSWIRE) -- Flourish, a WealthTech platform that helps registered investment advisors (RIAs) grow by evolving from holistic advice to holistic implementation, today...

Dublin, April 16, 2025 (GLOBE NEWSWIRE) -- The "WealthTech Solutions Market Report 2025" has been added to ResearchAndMarkets.com's offering. The report delivers an in-depth analysis of the...

LPL announces that Christa Carone, Gary Carrai, Brett Goodman, Scott Posner and Brent Simonich have been promoted into new Managing Director roles.

New York, April 09, 2025 (GLOBE NEWSWIRE) -- Flourish, a platform that helps registered investment advisors (RIAs) grow by evolving from holistic advice to holistic implementation, today announced a...

LPL Financial appoints Vaughn Harvey as executive vice president and chief data and AI officer to lead digital transformation and AI-driven initiatives.

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...

Tindeco Financial Services AG announces it has won the “Best Wealth Management Automation Solution” award from Global Private Banker.

Dublin, Jan. 31, 2025 (GLOBE NEWSWIRE) -- The "China Fintech Market, By Region, Competition, Forecast and Opportunities, 2020-2030F" report has been added to ResearchAndMarkets.com's...

New York, Dec. 19, 2024 (GLOBE NEWSWIRE) -- Flourish, a platform that helps registered investment advisors (RIAs) execute on holistic financial plans to secure their clients’ financial futures,...