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6,200 LPL affiliated financial advisors have earned the CFP® designation as of December 31, 2025 — the most of any firm in the wealth management industry.
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AssetMark launches AssetMark Growth Consulting (AGC), a service to help Advisors Achieve Sustained, Measurable Growth
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West Conshohocken, PA, Jan. 26, 2026 (GLOBE NEWSWIRE) -- PPB Capital Partners, a leading alternative investment platform that connects wealth advisors to private markets solutions, announced a major...
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FinServ Foundation Announces the Addition of Erin Wood and Brian Hamburger to its Board of Directors
PHILADELPHIA, Jan. 16, 2026 (GLOBE NEWSWIRE) -- FinServ Foundation, a national nonprofit dedicated to developing the next generation of financial services professionals, today announced the...
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Davidovici will lead LPL’s Corporate Strategy team, partnering across the organization to define long-term vision and shape strategic priorities.
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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...
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AssetMark has completed its acquisition of Efficient Advisors, marking a significant milestone in its strategy to expand its reach within the RIA channel.
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CFG welcomes Chris Martinson and Justin Esposito to Highland Peak Wealth, strengthening its boutique investment approach with institutional expertise.
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Morningstar joins the firm’s Management Committee and oversees the Legal, Policy and Community Impact teams.
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SAM’s Gold strategy wins PSN Top Guns awards as gold hits record highs, delivering 94.88% YTD through Q3 with disciplined, active portfolio management.