Flourish Grows to $6B in AUC and over 900 RIAs on Platform; Further Elevates FDIC Coverage for Flourish Cash
19 déc. 2024 09h00 HE
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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
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...
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...
Flourish Launches Integration with Salesforce Sales Cloud and Financial Services Cloud
30 oct. 2024 09h00 HE
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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
30 oct. 2024 09h00 HE
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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
30 oct. 2024 09h00 HE
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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
27 sept. 2024 07h41 HE
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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
17 sept. 2024 09h00 HE
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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
10 sept. 2024 09h00 HE
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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
03 sept. 2024 09h00 HE
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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.