Latest News and Press Releases

Dallas-based Clare Market Investments expands its wealth management platform with the addition of financial planning associate Cherrise Cederqvist.

DALLAS, March 10, 2026 (GLOBE NEWSWIRE) -- VRGL, the technology company modernizing the work behind advice, today announced the expansion of its platform architecture, evolving beyond proposal...

Ridgeline surpasses $650B in AUM, expanding globally and advancing AI-native innovation for modern investment managers.

NEW YORK, March 05, 2026 (GLOBE NEWSWIRE) -- Ovis Creative — a New York-based agency delivering specialized creative, marketing communications, and digital platforms for sophisticated financial...

Mariner today announced it has acquired Cowell Insurance Services, an Overland Park, Kan.-based property and casualty insurance provider.

LPL has promoted Kirby Horan-Adams & Joe Lanser to managing director roles, reflecting their expanded leadership & longstanding contributions to the firm.

Long Angle's 2026 HNW Asset Allocation Study reveals a near 30% concentration in private and alternative assets for investors averaging $15M+ in net worth.

TIFIN Give announces a new partnership with Confluence Financial Partners to deliver a modern, advisor-led DAF platform that enhances charitable giving.

Truxton is pleased to announce the promotion of three exceptional leaders across Compliance and Wealth teams.

Wedbush appoints Matthew Parker as Senior Vice President, Investments in Santa Rosa, CA, expanding its wealth management presence across Norther