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January 16, 2026 10:31 ET | Source: FinServ Foundation

FinServ Foundation Announces the Addition of Erin Wood and Brian Hamburger to its Board of Directors

PHILADELPHIA, Jan. 16, 2026 (GLOBE NEWSWIRE) -- FinServ Foundation, a national nonprofit dedicated to developing the next generation of financial services professionals, today announced the...
January 12, 2026 09:00 ET | Source: LPL Financial Holdings, Inc.

LPL Financial Appoints Ilan Davidovici as Executive Vice President, Corporate Strategy

Davidovici will lead LPL’s Corporate Strategy team, partnering across the organization to define long-term vision and shape strategic priorities.
December 17, 2025 09:00 ET | Source: AdvicePay

AdvicePay Surpasses $1 Billion in Financial Planning Fees Processed, Marking 2 Millionth Transaction

Bozeman, Mont., Dec. 17, 2025 (GLOBE NEWSWIRE) -- AdvicePay, the industry-leading platform for managing billing, payments, and compliance of fee-for-service financial planning, today announced that...
December 15, 2025 08:00 ET | Source: AssetMark, Inc.

AssetMark Completes Acquisition of Efficient Advisors, LLC

AssetMark has completed its acquisition of Efficient Advisors, marking a significant milestone in its strategy to expand its reach within the RIA channel.
December 11, 2025 11:41 ET | Source: Commonwealth Financial Group

Commonwealth Financial Group Welcomes Chris Martinson and Justin Esposito: Strengthening Personalized Investment Solutions with Highland Peak Wealth

CFG welcomes Chris Martinson and Justin Esposito to Highland Peak Wealth, strengthening its boutique investment approach with institutional expertise.
December 05, 2025 09:00 ET | Source: LPL Financial Holdings, Inc.

Matthew Morningstar Joins LPL as Chief Legal Officer

Morningstar joins the firm’s Management Committee and oversees the Legal, Policy and Community Impact teams.
December 05, 2025 09:00 ET | Source: Stansberry Asset Management, LLC

Stansberry Asset Management Named to PSN Top Guns List of Best Performing Strategies for Q3 2025

SAM’s Gold strategy wins PSN Top Guns awards as gold hits record highs, delivering 94.88% YTD through Q3 with disciplined, active portfolio management.
December 04, 2025 16:16 ET | Source: LPL Financial Holdings, Inc.

LPL Financial Celebrates 15 Years as a Public Company with Nasdaq Bell Ringing Ceremony

Since going public on November 18, 2010, LPL has reshaped the wealth management landscape through its advisor-first approach.
December 02, 2025 10:17 ET | Source: MDRT

MDRT study: 8 in 10 Americans concerned about potential recession implications

This is a press release on MDRT survey data on consumers' concerns about the onset of a potential recession and what costs they'd eliminate in a recession.
December 01, 2025 15:04 ET | Source: Thryve Wealth Management

Pantheon Investments and Thryve Wealth Management, LLC Forge Strategic Partnership to Expand Holistic Wealth Strategy for Entrepreneurs and High-Net-Worth Investors

DALLAS & SARASOTA, FL, Dec. 01, 2025 (GLOBE NEWSWIRE) -- Thryve Wealth Management, LLC, an independent registered investment advisor providing a fiduciary model that incorporates advanced...