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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.
April 27, 2026 13:30 ET | Source: Advocis, The Financial Advisors Association of Canada

Advocis continues its call for a national framework for financial advisor and planner title protection

Toronto, ON, April 27, 2026 (GLOBE NEWSWIRE) -- Advocis, The Financial Advisors Association of Canada, today released a new white paper urging governments and regulators across the country to adopt...
April 21, 2026 10:00 ET | Source: Robertson Stephens

ROBERTSON STEPHENS NAMED TO USA TODAY’S BEST FINANCIAL ADVISORY FIRMS FOR FOURTH CONSECUTIVE YEAR

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...
April 21, 2026 08:00 ET | Source: Stansberry Asset Management, LLC

Stansberry Asset Management Marks 10 Years of Growth and Evolution

Stansberry Asset Management celebrates 10 years, managing $1.3B in assets with 10 in-house strategies, serving clients nationwide from Westlake, TX.
April 14, 2026 09:00 ET | Source: LPL Financial Holdings, Inc.

LPL Financial Leads Acquisition of Mariner Advisor Network

LPL Financial today announced that the firm has entered into a definitive purchase agreement to acquire Mariner Advisor Network, a segment of Mariner.
March 26, 2026 10:00 ET | Source: CurrentClient

CurrentClient Raises $1.25 Million Seed Round Led by Thicket Ventures, Adds New Sales Leadership

SALT LAKE CITY, March 26, 2026 (GLOBE NEWSWIRE) -- CurrentClient, the modern communication platform built for financial advisors, today announced a $1.25 million seed round, led by Thicket Ventures,...