Flourish Grows to $6B in AUC and over 900 RIAs on Platform; Further Elevates FDIC Coverage for Flourish Cash
December 19, 2024 09:00 ET
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Flourish
New York, Dec. 19, 2024 (GLOBE NEWSWIRE) -- Flourish, a platform that helps registered investment advisors (RIAs) execute on holistic financial plans to secure their clients’ financial futures,...
LPL Financial Launches Curated AI Solutions for Advisors
November 12, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Nov. 12, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leader in the wealth management industry, is helping its advisors spend more time on what matters with the launch of a curated...
LPL Financial Foundation Awards Over $1 Million to Support Enhancing Diversity in Wealth Management
November 11, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Nov. 11, 2024 (GLOBE NEWSWIRE) -- The LPL Financial Charitable Foundation, (the “LPL Financial Foundation” or “Foundation”), LPL Financial’s philanthropic arm, today announced its...
Flourish Launches Integration with Salesforce Sales Cloud and Financial Services Cloud
October 30, 2024 09:00 ET
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Flourish
New York, Oct. 30, 2024 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (“RIAs”) improve their clients’...
Flourish Launches Integration with XLR8 RIA CRM Platform
October 30, 2024 09:00 ET
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Flourish
New York, Oct. 30, 2024 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (“RIAs”) improve their clients’...
Flourish Announces Integration with Practifi
October 30, 2024 09:00 ET
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Flourish
New York, Oct. 30, 2024 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (“RIAs”) improve their clients’...
Fintech Software Business Research Report 2024-2030: Opportunities in Emerging Markets, Expansion of Open Banking and API Integration
September 27, 2024 07:41 ET
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Research and Markets
Dublin, Sept. 27, 2024 (GLOBE NEWSWIRE) -- The "Fintech Software - Global Strategic Business Report" report has been added to ResearchAndMarkets.com's offering.The global market for Fintech...
LPL Financial Expands to Tempe
September 17, 2024 09:00 ET
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LPL Financial Holdings, Inc.
Wealth management leader LPL Financial opens new home office in Tempe, Arizona, to expand its talent base in the Southwest's financial industry corridor.
Flourish Announces Expanded Integration with eMoney Advisor
September 10, 2024 09:00 ET
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Flourish
New York, Sept. 10, 2024 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (“RIAs”) improve their clients’...
LPL Financial Appoints Tom Gannon as Chief Advocacy Officer
September 03, 2024 09:00 ET
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LPL Financial Holdings, Inc.
Tom Gannon will spearhead LPL’s government relations efforts at federal, state and local levels and lead the firm’s political action committee.