Latest News and Press Releases

Bozeman, Mont., July 16, 2025 (GLOBE NEWSWIRE) -- AdvicePay, the industry-leading platform for managing billing, payments, and compliance of fee-for-service financial planning, today released its...

Halo Investing has launched an Advanced Wealth Solutions suite to help advisors delivers solutions once limited to private bank and institutional clients.

Two new executives further solidify LPL’s commitment to delivering top-tier wealth planning and service solutions.

The first quarter of 2025 saw the introduction of 80 new product enhancements—designed to enhance the experiences of advisors, institutions and end clients

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.