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Flourish to Acquire Sora Finance, Creating First Comprehensive Deposits and Lending Platform for RIAs
20 mars 2025 09h00 HE
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Flourish
New York, March 20, 2025 (GLOBE NEWSWIRE) -- Flourish, a platform that helps registered investment advisors (RIAs) grow by evolving from holistic advice to holistic implementation, today announced...
Josh Jenkins Announces Major Business Expansions, Strategic Partnerships, and Future Vision in Wealth Management
18 mars 2025 08h00 HE
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Jenkins Financial
Mechanicsburg, Pennsylvania, March 18, 2025 (GLOBE NEWSWIRE) -- Josh Jenkins has joined Seaside Wealth Management, where he now operates as an independent financial advisor. Previously affiliated...
NBC Securities Promotes Sam Ransom to Chief Financial Officer
26 févr. 2025 10h30 HE
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NBC Securities, Inc.
Alabama-based broker-dealer and registered investment advisor NBC Securities promotes Sam Ransom to CFO.
LPL Financial Launches Comprehensive Alternative Investment Platform
20 févr. 2025 09h00 HE
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LPL Financial Holdings, Inc.
LPL launches LPL Alts Connect, a full-service platform to streamline the way financial advisors and their clients access and manage alternative investments
LPL Financial Launches Planning Tools to Help Advisors Provide Personalized Service for Business Founders and CEOs
18 févr. 2025 09h00 HE
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LPL Financial Holdings, Inc.
New offering from LPL Financial provides innovative planning solutions to support business owners from scale to sale
LPL Financial Continues to Transform the Advisor and Investor Experience Through Financial Technology
19 déc. 2024 09h00 HE
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LPL Financial Holdings, Inc.
LPL helps advisors leverage technology to maximize their time, deliver bespoke client experiences and provide more sophisticated financial advice.
Fortun Engages ThinkEquity as Financial Advisor
16 déc. 2024 08h30 HE
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FortunCo, LLC
MIAMI, Dec. 16, 2024 (GLOBE NEWSWIRE) -- Luminar Media Group, Inc. (“Luminar”) (OTCMARKETS: LRGR), along with its subsidiaries FortunCo LLC and Fortun Advance LLC (collectively, “Fortun”), have...
LPL Research Team Releases 2025 Outlook: Pragmatic Optimism
10 déc. 2024 09h00 HE
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LPL Financial Holdings, Inc.
LPL released its 2025 Outlook. Setting the tone for the new year, this report offers a comprehensive analysis of the economic and market environment.
LPL Financial Celebrates its Growing Network of Women in Wealth Management
09 déc. 2024 09h00 HE
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LPL Financial Holdings, Inc.
Representing the largest community of female financial advisors in the industry, LPL Achieve Conference unites community of successful wealth professionals
Advisor Returns to Signature Estate & Investment Advisors (SEIA) Decades Later After Building Successful Independent Practice
04 déc. 2024 09h00 HE
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Signature Estate & Investment Advisors
Los Angeles, CA, Dec. 04, 2024 (GLOBE NEWSWIRE) -- Signature Estate & Investment Advisors (SEIA), a leading independent registered investment advisor (RIA) providing comprehensive investment...