Danielle Barnes Joins Truxton’s Board of Directors
December 19, 2024 10:54 ET
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Truxton Trust Company
Truxton Trust Company is pleased to announce that Danielle W. Barnes has joined its Board of Directors.
LPL Financial Continues to Transform the Advisor and Investor Experience Through Financial Technology
December 19, 2024 09:00 ET
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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
December 10, 2024 09:00 ET
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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.
Executive Global Officially Announces Winners of Prestigious 2024 Awards
December 09, 2024 11:21 ET
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Executive Global
LONDON, Dec. 09, 2024 (GLOBE NEWSWIRE) -- Executive Global magazine has officially announced its winners of the prestigious 2024 awards, which continue to showcase the distinguished companies and...
Truxton Names Will Young as Vice President and Kaci Goodall as Team Lead of Deposit Operations
November 12, 2024 16:19 ET
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Truxton Trust Company
Truxton has promoted Will Young to Vice President of Information Technology and Kaci Goodall to Team Lead of Deposit Operations.
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...
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...
Individual-native vehicles set to drive two thirds of private markets growth by 2030
October 31, 2024 12:12 ET
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INDEFI
‘Individual-native’ vehicles (incl. LTAFs & ELTIFs) are poised to account for 65% of growth in European private market allocations by individual investors during the remainder of this...
Harbourfront Announces Acquisition of $1.2 Billion CIRO Dealer
October 18, 2024 11:00 ET
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Harbourfront Wealth Management
VANCOUVER, British Columbia, Oct. 18, 2024 (GLOBE NEWSWIRE) -- The Harbourfront Group (“Harbourfront”) today announced its acquisition of Rothenberg Wealth Management (“Rothenberg”). This deal...
James Altucher Offers Investment Research Strategies to “AI 2.0”
October 11, 2024 18:25 ET
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James Altucher, Tech Investor
New York, New York, Oct. 11, 2024 (GLOBE NEWSWIRE) -- New York, NY — “AI 2.0 isn’t just a step forward, it’s a giant leap,” says James Altucher. “It’s the kind of advancement that opens doors to the...