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December 18, 2025 10:04 ET | Source: Milemarker

Elevation Point Partners with Milemarker to Unify Data Across Growing Portfolio of Partner Firms and OCIO Business

CHARLESTON, SC, Dec. 18, 2025 (GLOBE NEWSWIRE) -- Milemarker, the financial technology company enabling unified data connectivity across the wealth management ecosystem, today announced a strategic...
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 16, 2025 11:27 ET | Source: Research and Markets

Carbon-Smart Investment Portfolio Market Worth $33.35 Billion in 2025 is Set to Reach $64.67 Billion by 2029: Insights for Equities, Fixed Income, Mutual Funds, Exchange-Traded Funds, and Other Investments

Dublin, Dec. 16, 2025 (GLOBE NEWSWIRE) -- The "Carbon-Smart Investment Portfolio Global Market Report 2025" has been added to ResearchAndMarkets.com's offering. The carbon-smart investment...
December 15, 2025 17:00 ET | Source: Univest Securities, LLC

Univest Securities, LLC Announces Closing of $4.0 Million Registered Direct Offering for its Client Jiuzi Holdings, Inc. (NASDAQ: JZXN)

New York, Dec. 15, 2025 (GLOBE NEWSWIRE) -- Univest Securities, LLC (“Univest”), a member of FINRA and SIPC, and a full-service investment bank and securities broker-dealer firm based in New York,...
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 11, 2025 10:03 ET | Source: Truxton Trust Company

Truxton Wealth Expands Tax Advisory Expertise With the Addition of Matt Winn

Truxton Wealth is pleased to announce the addition of Matt Winn, CPA as Vice President and Wealth & Tax Strategist.
December 11, 2025 08:30 ET | Source: Nasdaq Private Market, LLC

Nasdaq Private Market Announces Strategic Partnership with Cerity Partners to Deliver Full-Spectrum Financial Planning Solutions to Private Companies and Their Employees

Nasdaq Private Market and Cerity Partners announce strategic partnership to deliver wealth management capabilities to private company employees.
December 10, 2025 17:00 ET | Source: Univest Securities, LLC

Univest Securities, LLC Announces Closing of $5.04 Million Public Offering for Its Client Top Wealth Group Holding Limited (NASDAQ: TWG)

New York, Dec. 10, 2025 (GLOBE NEWSWIRE) -- Univest Securities, LLC (“Univest”), a member of FINRA and SIPC, and a full-service investment bank and securities broker-dealer firm based in New York,...
December 09, 2025 10:00 ET | Source: Milemarker

Milemarker and Eaglebrook Partner to Deliver Advanced Crypto and Digital Asset Data & Reporting to Wealth Management Advisors

CHARLESTON, SC and BETHESDA, MD, Dec. 09, 2025 (GLOBE NEWSWIRE) -- Milemarker, a leading financial technology company serving the wealth management industry, today announced a strategic integration...