Latest News and Press Releases

NEEDHAM, Mass., Aug. 04, 2026 (GLOBE NEWSWIRE) -- Advisor360°™ today announced that Lexington Financial, Inc., a Braintree, Massachusetts-based independent wealth management firm, has adopted its...

LPL Research has launched a new suite of Building Block Model Portfolios, expanding its model portfolio platform to more than 70 offerings.

AssetMark's Impact of Outsourcing Study found that investment management outsourcing is increasingly linked to stronger advisor growth outcomes.

FORT LAUDERDALE, FL, July 29, 2026 (GLOBE NEWSWIRE) -- Kelly Park Capital (KPC) Private Funds, a technology-enabled independent private market investing platform providing financial advisors access...

This year, LPL expects to introduce more than 35 major technology enhancements inside Latitude.

AssetMark's Impact of Outsourcing Study found that investment management outsourcing is increasingly linked to stronger advisor growth outcomes.

LAFAYETTE, LA, July 24, 2026 (GLOBE NEWSWIRE) -- Family Office Partners, the boutique multifamily office and independent advisory platform backed by the resources of Elevation Point, today announced...

Nashville, TN, July 23, 2026 (GLOBE NEWSWIRE) -- NASHVILLE, Tenn. (July 23, 2026) – LBMC Investment Advisors, LLC* is pleased to announce it has been ranked No. 33 on Accounting Today's 2026 Top...

The financial advisors of Williams Tax & Financial Services have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform.

ST. PETERSBURG, Fla., July 22, 2026 (GLOBE NEWSWIRE) -- Record quarterly net revenues of $3.93 billion, up 16% over the prior year’s fiscal third quarter and 2% over the preceding quarter...