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May 28, 2026 08:00 ET | Source: Ballast Rock Private Wealth

Jake Fetchen Joins Ballast Rock Private Wealth as Wealth Advisor

CHARLESTON, S.C., May 28, 2026 (GLOBE NEWSWIRE) -- Ballast Rock Private Wealth (“BRPW”), an independent registered investment advisor that provides holistic financial advice to accredited...
May 26, 2026 12:25 ET | Source: The Oasis Group

The Oasis Group Publishes 2026 Peaks Report on Estate Planning Platforms, Highlighting Market Leaders and Industry Transformation

FORT MILL, S.C., May 26, 2026 (GLOBE NEWSWIRE) -- The Oasis Group, the leading research and consulting firm specializing in the wealth management and financial technology sectors, today announced...
May 14, 2026 20:14 ET | Source: LPL Financial Holdings, Inc.

UPDATE – LPL Financial Wins Two Stevie Awards for Innovation in Artificial Intelligence Concepts

LPL Financial has been recognized with two Stevie® Awards honoring the firm’s leadership in applying AI to transform the advisor and investor experience.
May 14, 2026 16:00 ET | Source: McEwen Inc.

McEwen Copper Appoints Societe Generale as Financial Advisor for Project Debt Financing of Los Azules

TORONTO, May 14, 2026 (GLOBE NEWSWIRE) -- McEwen Copper Inc. ("McEwen Copper" or the "Company") today announced that it has retained Societe Generale, to act as its sole financial advisor in...
May 14, 2026 08:05 ET | Source: LPL Financial Holdings, Inc.

LPL Financial Wins Two Stevie Awards for Innovation in Artificial Intelligence

LPL Financial has been recognized with two Stevie® Awards honoring the firm’s leadership in applying AI to transform the advisor and investor experience.
May 13, 2026 10:00 ET | Source: AdvicePay

AdvicePay Celebrates its 10-Year Anniversary, Marking the Evolution of Fee-for-Service Planning from Niche Service to Mainstream Offering

BOZEMAN, Mont., May 13, 2026 (GLOBE NEWSWIRE) -- AdvicePay, the industry-leading platform for managing billing, payments, and compliance of fee-for-service financial planning, is celebrating its...
April 30, 2026 11:30 ET | Source: Canterbury Capital Wealth Management

Canterbury Capital Wealth Management Announces Launch of Canterbury Capital Insurance Co.

TUSCALOOSA, Ala., April 30, 2026 (GLOBE NEWSWIRE) -- Canterbury Capital Wealth Management, an independent registered investment advisor (RIA), today announced the launch of Canterbury Capital...
April 30, 2026 10:00 ET | Source: Fusion Financial Partners

AdvizorStack Appoints Kimberly Papedis to Advisory Board

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...
April 29, 2026 14:21 ET | Source: Ceremian Financial

Moshe Alpert, CEO of Ceremian Financial, Featured on Israeli Channel 10, Highlighting a New Era of Relationship-Driven Financial Planning

New York, NY , April 29, 2026 (GLOBE NEWSWIRE) -- Moshe Alpert, Founder and CEO of Ceremian Financial, was recently featured live on Israeli Channel 10, offering viewers an inside look at his...
April 28, 2026 09:00 ET | Source: LPL Financial Holdings, Inc.

LPL Financial Launches Military Deployment Practice Continuation Program

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.