Latest News and Press Releases

New York, Oct. 29, 2025 (GLOBE NEWSWIRE) -- Flourish, a platform that helps registered investment advisors (RIAs) execute on holistic financial plans to secure their clients’ financial futures,...

Bozeman, Mont., Oct. 13, 2025 (GLOBE NEWSWIRE) -- AdvicePay, the industry-leading platform for managing billing, payments, and compliance of fee-for-service financial planning, today announced it...

NEW YORK, Oct. 09, 2025 (GLOBE NEWSWIRE) -- iAltA Holdings (“iAltA”), backed by WestCap, announced today that former Envestnet co-founder and CEO Bill Crager has joined the company’s founding team,...

AUSTIN, Sept. 26, 2025 (GLOBE NEWSWIRE) -- XYPN, the leading support platform for fee-only financial planners, today announced major enhancements to its member benefits during its XYPN LIVE...

Charleston, S.C., Sept. 09, 2025 (GLOBE NEWSWIRE) -- Milemarker today announced the launch of Milemarker DevTools, a command-line toolkit and supporting framework designed to help wealth management...

New York, Sept. 09, 2025 (GLOBE NEWSWIRE) -- Flourish, a platform that helps registered investment advisors (RIAs) execute on holistic financial plans to secure their clients’ financial futures,...

Charleston, SC, Sept. 08, 2025 (GLOBE NEWSWIRE) -- Milemarker™, the data engine for wealth management that gives advisory firms unlimited insight through unified data, today announced it has won in...

LPL and First Horizon Bank announced the agreement in April 2025. In August 2025, approximately $12B of brokerage and advisory assets onboarded to LPL.

CEO Rich Steinmeier was joined by several LPL executives who spoke to the firm’s commitment to innovation and transformation across wealth management.

Boston, Aug. 11, 2025 (GLOBE NEWSWIRE) -- Pebble Finance, a leading portfolio analytics and financial technology company that transforms news and proprietary research into actionable investment...