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.
LPL Highlights Advanced Solutions for Advisors to Thrive Throughout the Lifecycle of Their Business
August 13, 2024 09:25 ET
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LPL Financial Holdings, Inc.
At Focus 2024, LPL features strategic priorities and expanded portfolio of resources to help advisors nurture highly successful businesses
Wealthtech and AI High Among Advisor Priorities at LPL Financial’s Focus 2024
August 12, 2024 09:25 ET
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LPL Financial Holdings, Inc.
LPL unveils enhanced technology tools to improve the advisor and investor experience, while strengthening its Wealth Management Solutions offering
Fortress Financial Group Founder Dan Langworthy Releases “Retire and Thrive”
August 07, 2024 09:00 ET
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Fortress Financial
Fortress Financial Founder Daniel Langworthy releases a new book. "Retire and Thrive" empowers retirees with confidence and financial wisdom.
Fairway Wealth Management Ranked No. 30 on 2024 Financial Advisor Top 50 Fastest-Growing Firms List
July 25, 2024 14:38 ET
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Fairway Wealth Management
INDEPENDENCE, Ohio, July 25, 2024 (GLOBE NEWSWIRE) -- Fairway Wealth Management, an independent, fee-only fiduciary advisory firm, is pleased to announce it has been named No. 30 on Financial...
AlphaCore Wealth Advisory Celebrates #10 Ranking in Financial Advisor Magazine's Top 50 Fastest Growing RIAs
July 23, 2024 09:00 ET
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AlphaCore Wealth Advisory
La Jolla, CA, July 23, 2024 (GLOBE NEWSWIRE) -- AlphaCore Wealth Advisory (alphacore.com), a California-based Registered Investment Advisory (RIA) firm, is proud to announce it has once again been...
Avantax Welcomes Long Island-based S&P Financial Services with Approximately $150 Million in Client Assets
July 17, 2024 10:17 ET
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Avantax
Avantax Welcomes Long Island-based S&P Financial Services with Approximately $150 Million in Client Assets
LPL Financial Welcomes Technology Leader Sid Vyas as CTO of Infrastructure and Operations
July 16, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, July 16, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced the addition of Sushil “Sid” Vyas as Executive Vice President and Chief Technology Officer of Infrastructure and...
LPL Research Releases 2024 Midyear Outlook: Still Waiting for the Turn
July 09, 2024 09:00 ET
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LPL Financial Holdings, Inc.
LPL released its Midyear Outlook offering fresh insights into the economic and market landscape, along with the potential impact for investment portfolios.
Avantax Named Finalist in Practice Management Category at the 2024 WealthManagement.com “Wealthies” Industry Awards
July 02, 2024 10:03 ET
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Avantax
Avantax Named Finalist in Practice Management Category at the 2024 WealthManagement.com “Wealthies” Industry Awards