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.
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
LPL Financial Welcomes Renana Friedlich as Chief Information Security Officer
02 déc. 2024 09h00 HE
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LPL Financial Holdings, Inc.
LPL Financial announced the strategic hire of Renana Friedlich as executive vice president and chief information security officer (CISO).
LPL Financial Launches Curated AI Solutions for Advisors
12 nov. 2024 09h00 HE
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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...
LBMC Investment Advisors Surpasses $2 Billion in Assets Under Management
12 nov. 2024 09h00 HE
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LBMC
Nashville, Tenn., Nov. 12, 2024 (GLOBE NEWSWIRE) -- LBMC Investment Advisors*, a Registered Investment Advisory firm and member of the LBMC Family of Companies, proudly announces it has reached...
Monumental Financial Planning Welcomes Seasoned Financial Consultant Gary Presslaff, Expanding Team and Enhancing Client Services
11 nov. 2024 20h50 HE
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Monumental Financial Planning
Gary Presslaff joins John Cortale's Monumental Financial Planning team in Washington, DC.
LPL Financial Foundation Awards Over $1 Million to Support Enhancing Diversity in Wealth Management
11 nov. 2024 09h00 HE
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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...
Finance Expert Shinobu Hindert Leads Financial Literacy Workshop in Kenya to Empower Young Women
04 nov. 2024 07h30 HE
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Empowered Planning, LLC
NAIROBI, Kenya, Nov. 04, 2024 (GLOBE NEWSWIRE) -- Financial expert and author of Investing Is Your Superpower, Shinobu Hindert, recently traveled to Nairobi, Kenya, to lead a transformative...
Avid Capital Partners Unveils Comprehensive Financial Services Suite, Launches Disruptive Newsletter
28 oct. 2024 08h00 HE
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Avid Trades LLC
NEW YORK, Oct. 28, 2024 (GLOBE NEWSWIRE) -- Avid Capital Partners, an innovative financial services firm, today announced the launch of its comprehensive suite of services designed to level the...