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April 09, 2026 09:30 ET | Source: Research and Markets

Top 10 Wealth Management Sector Themes and Impacts Strategic Intelligence Report 2026

Dublin, April 09, 2026 (GLOBE NEWSWIRE) -- The "Strategic Intelligence: Wealth Management Sector Scorecard 2026" report has been added to ResearchAndMarkets.com's offering.This report covers 10 key...
April 08, 2026 11:36 ET | Source: Sherman Portfolios

America’s Fastest-Growing TAMP Powered by Sherman Research

Sherman Research Engine Drives America’s Fastest-Growing TAMP
April 07, 2026 16:15 ET | Source: Wealthfront Corporation

Wealthfront Reports March 2026 Monthly Metrics

PALO ALTO, Calif., April 07, 2026 (GLOBE NEWSWIRE) -- Wealthfront Corporation (Nasdaq: WLTH) today reported select monthly metrics for March 2026.Platform Assets at the end of March 2026 were $93.2...
April 01, 2026 07:00 ET | Source: The TIFIN Group LLC

TIFIN Give Works With Canterbury Consulting to Expand Strategic Philanthropic Planning Capabilities

TIFIN Give partners with Canterbury Consulting to enhance donor-advised fund solutions and expand institutional-quality investment access in philanthropy.
March 26, 2026 10:03 ET | Source: Fieldpoint Private

Fieldpoint Private Names David Bagatelle as Chief Banking Officer

Fieldpoint Private announced the appointment of David S. Bagatelle as Chief Banking Officer, a newly created position.
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,...
March 25, 2026 10:00 ET | Source: Accelerated Wealth Partners

Accelerated Wealth Partners and RIA Advisors Announce Strategic Partnership to Create a Leader in the Texas Wealth Management Market

NEW YORK, March 25, 2026 (GLOBE NEWSWIRE) -- Accelerated Wealth Partners (“AWP”), a specialized investment firm focused on scaling high-performing Registered Investment Advisors, today announced a...
March 25, 2026 08:03 ET | Source: Justice4Jeane

Justice for Jeane Movement Mourns Passing of Jeane Marie Swalm

Jeane Marie Swalm passed away at 91-years-old on March 21, 2026. Family continues pursuit for Justice.
March 24, 2026 15:35 ET | Source: LVW Advisors

LVW Advisors CEO Ranked on Barron’s 2026 Top 1500 Financial Advisors List

LVW Advisors CEO Lori Van Dusen ranked #92 nationally on Barron’s 2026 Top 1,500 Financial Advisors list, marking her sixth consecutive year.
March 24, 2026 11:30 ET | Source: PPB Capital Partners

Bob Oros Joins PPB Capital Partners in Newly Created Role of President

CONSHOHOCKEN, PA, March 24, 2026 (GLOBE NEWSWIRE) -- PPB Capital Partners, a leading alternative investment platform connecting wealth advisors to private markets solutions, today announced the...