LPL Financial Launches Bespoke Planning and Investing Solutions to Help Advisors Attract and Serve High-Net-Worth Investors
February 20, 2024 09:00 ET
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LPL Financial Holdings, Inc.
LPL Financial launches High-Net-Worth Services to help financial advisors deliver an elevated experience & personalized guidance to high-net-worth clients.
'Stress Proofing Your Marriage' Survey: 43% of U.S. Couples Don’t Have to “Work to Resist” Blaming Each Other for Economic Hardships
February 13, 2024 09:36 ET
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Beyond Finance LLC
There are five ways to financially stress-proof a marriage, as determined by a U.S. study commissioned by Beyond Finance and Dr. Galen Buckwalter.
Linscomb & Williams Rebrands to Linscomb Wealth, Marking a New Chapter in a Legacy of Pursued Excellence
January 31, 2024 12:19 ET
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Linscomb Wealth
Houston, TX, Jan. 31, 2024 (GLOBE NEWSWIRE) -- Linscomb & Williams, Inc., a Cadence Bank (NYSE: CADE) subsidiary and trusted name in wealth management since 1971, announced today a new name,...
Global Financial Planning Software (Solutions & Services) Market Report 2024-2028 - A $9.29 Billion Industry Opportunity Assessment by Deployment Mode, Application, End-use, and Region
January 24, 2024 13:55 ET
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Research and Markets
Dublin, Jan. 24, 2024 (GLOBE NEWSWIRE) -- The "Financial Planning Software Global Market Report 2024" report has been added to ResearchAndMarkets.com's offering.The global financial planning...
Financial Harvest Wealth Advisors Honors Grace Medical Home
December 12, 2023 08:00 ET
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Financial Harvest Wealth Advisors
Facilitating strategic generosity initiatives, Financial Harvest Wealth Advisors honor Grace Medical Home at the 15th annual Celebration of Gratitude.
Facet Unveils Financial Wellness Score, the New Nationwide Barometer for Personal Financial Health
November 01, 2023 09:00 ET
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Facet
BALTIMORE, Nov. 01, 2023 (GLOBE NEWSWIRE) -- Facet, the consumer subscription fintech company that is building the future of financial planning, today announced the launch of the Financial Wellness...
Rising Complexity in Financial Management Drives Global Financial Planning Software Market's Robust Growth
October 27, 2023 07:08 ET
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Research and Markets
Dublin, Oct. 27, 2023 (GLOBE NEWSWIRE) -- The "Global Financial Planning Software Market 2023-2027" report has been added to ResearchAndMarkets.com's offering. The global financial planning...
CLA Wealth Advisors Named to Barron’s 2023 Top 100 RIA Firms List
October 12, 2023 17:02 ET
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CLA (CliftonLarsonAllen)
New York, New York, Oct. 12, 2023 (GLOBE NEWSWIRE) -- CLA (CliftonLarsonAllen LLP), the eighth largest accounting firm in the United States, announced today Barron’s recently named CLA Wealth...
Fintech Startup Origin Acquires MyAdvocate Assets to Expand Financial Wellness Platform, Make Estate Planning Easy and Affordable
October 04, 2023 09:00 ET
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Origin
Financial wellness startup Origin announced that it has acquired NYC-based MyAdvocate, which provides an online estate planning tool.
Origin Rolls Out Major Updates to its B2B Financial Wellness Platform for Employees
September 06, 2023 09:42 ET
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Origin
BOSTON, Sept. 06, 2023 (GLOBE NEWSWIRE) -- Origin, the startup reimagining financial wellness in the workplace, announced today a major upgrade to its B2B platform for employers. Origin is an...