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...
LBMC Investment Advisors Surpasses $2 Billion in Assets Under Management
November 12, 2024 09:00 ET
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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
November 11, 2024 20:50 ET
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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
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...
Finance Expert Shinobu Hindert Leads Financial Literacy Workshop in Kenya to Empower Young Women
November 04, 2024 07:30 ET
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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
October 28, 2024 08:00 ET
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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...
Sheaff Brock is #7 on the CNBC Financial Advisor 100 List
October 15, 2024 11:29 ET
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Sheaff Brock
INDIANAPOLIS, Oct. 15, 2024 (GLOBE NEWSWIRE) -- Ranking at #7 in the 2024 CNBC FA 100 list, Sheaff Brock announced its 5th consecutive year in being selected as one of CNBC’s top 100 advisory firms...
Cheri Belski Joins LPL Financial as Head of Investment Management Solutions
September 30, 2024 09:00 ET
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LPL Financial Holdings, Inc.
Financial services industry veteran Cheri Belski has joined LPL Financial as executive vice president and head of investment management solutions.
Award-Winning Financial Advisor, Francine Dick, CFP Announces the Release of "Enjoy Your Latte” this September
September 25, 2024 12:12 ET
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Financial Advisor, Francine Dick, Author of Enjoy Your Latte
Francine Dick is set to release her book, Enjoy Your Latte: a financial advisor’s simple guide to Canadian money basics and designing a better life.
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.