Truxton Names Will Young as Vice President and Kaci Goodall as Team Lead of Deposit Operations
12. November 2024 16:19 ET
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Truxton Trust Company
Truxton has promoted Will Young to Vice President of Information Technology and Kaci Goodall to Team Lead of Deposit Operations.
LPL Financial Launches Curated AI Solutions for Advisors
12. November 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Nov. 12, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leader in the wealth management industry, is helping its advisors spend more time on what matters with the launch of a curated...
LPL Financial Foundation Awards Over $1 Million to Support Enhancing Diversity in Wealth Management
11. November 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Nov. 11, 2024 (GLOBE NEWSWIRE) -- The LPL Financial Charitable Foundation, (the “LPL Financial Foundation” or “Foundation”), LPL Financial’s philanthropic arm, today announced its...
Individual-native vehicles set to drive two thirds of private markets growth by 2030
31. Oktober 2024 12:12 ET
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INDEFI
‘Individual-native’ vehicles (incl. LTAFs & ELTIFs) are poised to account for 65% of growth in European private market allocations by individual investors during the remainder of this...
Harbourfront Announces Acquisition of $1.2 Billion CIRO Dealer
18. Oktober 2024 11:00 ET
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Harbourfront Wealth Management
VANCOUVER, British Columbia, Oct. 18, 2024 (GLOBE NEWSWIRE) -- The Harbourfront Group (“Harbourfront”) today announced its acquisition of Rothenberg Wealth Management (“Rothenberg”). This deal...
James Altucher Offers Investment Research Strategies to “AI 2.0”
11. Oktober 2024 18:25 ET
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James Altucher, Tech Investor
New York, New York, Oct. 11, 2024 (GLOBE NEWSWIRE) -- New York, NY — “AI 2.0 isn’t just a step forward, it’s a giant leap,” says James Altucher. “It’s the kind of advancement that opens doors to the...
Cheri Belski Joins LPL Financial as Head of Investment Management Solutions
30. September 2024 09:00 ET
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LPL Financial Holdings, Inc.
Financial services industry veteran Cheri Belski has joined LPL Financial as executive vice president and head of investment management solutions.
LPL Financial Expands to Tempe
17. September 2024 09:00 ET
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LPL Financial Holdings, Inc.
Wealth management leader LPL Financial opens new home office in Tempe, Arizona, to expand its talent base in the Southwest's financial industry corridor.
LPL Highlights Advanced Solutions for Advisors to Thrive Throughout the Lifecycle of Their Business
13. August 2024 09:25 ET
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LPL Financial Holdings, Inc.
At Focus 2024, LPL features strategic priorities and expanded portfolio of resources to help advisors nurture highly successful businesses
Truxton Corporation Reports Second Quarter 2024 Results
18. Juli 2024 09:00 ET
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Truxton Trust Company
Truxton Corporation announced its operating results for the quarter ended June 30, 2024.