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Commonwealth Financial Network, acquired by LPL in 2025, secured its 13th consecutive #1 JD Power ranking, while LPL Financial LLC rose to #2 overall.

BOZEMAN. Mont., July 01, 2026 (GLOBE NEWSWIRE) -- XYPN Sapphire, the integrated RIA platform built for independent financial advisors, today announced the expansion of its leadership team as it...

Full-service broker-dealer and registered investment advisor NBC Securities rebrands as Lanark Financial, continuing its 30-year legacy of independence.

SAN FRANCISCO, June 15, 2026 (GLOBE NEWSWIRE) -- Beacon Coast Partners today announced the launch of its independent, employee-owned registered investment advisor focused on serving a select group...

The 26th Investment Adviser Industry Snapshot reports that the industry has continued its strong growth trend, setting record highs for number of advisers,

FORT LAUDERDALE, Fla., April 30, 2026 (GLOBE NEWSWIRE) -- AdvizorStack, the company that delivers a customizable, integrated and cost-effective wealthtech platform to fit the unique technology needs...

LPL launches a support framework to help eligible affiliated financial advisors who serve in the U.S. Armed Forces when they are called to active duty.

SAN FRANCISCO, April 21, 2026 (GLOBE NEWSWIRE) -- For the fourth consecutive year, Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), a national boutique wealth management firm that...

Stansberry Asset Management celebrates 10 years, managing $1.3B in assets with 10 in-house strategies, serving clients nationwide from Westlake, TX.

Golden State once again been recognized by USA Today as one of America’s Best Financial Advisory Firms for 2026—marking the fourth year in a row.