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December 30, 2025 13:07 ET | Source: Raymond James Financial

New Data From Raymond James Shows Business Owners Prioritize Unlocking Concentrated Wealth to Pursue New Ventures

St. Petersburg, Fla., Dec. 30, 2025 (GLOBE NEWSWIRE) -- A new Raymond James survey of more than 500 owners of privately held businesses asked how they’re approaching their livelihoods, their futures...
December 29, 2025 04:39 ET | Source: Research and Markets

UK Wealth Management Industry Report 2025: Investor Insight, Resident Savings and Investments, Digital Disruptors, Recent Deals

Dublin, Dec. 29, 2025 (GLOBE NEWSWIRE) -- The "UK Wealth Management: Market Sizing and Opportunities to 2029" report has been added to ResearchAndMarkets.com's offering.This report analyzes the...
December 18, 2025 10:04 ET | Source: Milemarker

Elevation Point Partners with Milemarker to Unify Data Across Growing Portfolio of Partner Firms and OCIO Business

CHARLESTON, SC, Dec. 18, 2025 (GLOBE NEWSWIRE) -- Milemarker, the financial technology company enabling unified data connectivity across the wealth management ecosystem, today announced a strategic...
December 17, 2025 09:00 ET | Source: AdvicePay

AdvicePay Surpasses $1 Billion in Financial Planning Fees Processed, Marking 2 Millionth Transaction

Bozeman, Mont., Dec. 17, 2025 (GLOBE NEWSWIRE) -- AdvicePay, the industry-leading platform for managing billing, payments, and compliance of fee-for-service financial planning, today announced that...
December 16, 2025 11:27 ET | Source: Research and Markets

Carbon-Smart Investment Portfolio Market Worth $33.35 Billion in 2025 is Set to Reach $64.67 Billion by 2029: Insights for Equities, Fixed Income, Mutual Funds, Exchange-Traded Funds, and Other Investments

Dublin, Dec. 16, 2025 (GLOBE NEWSWIRE) -- The "Carbon-Smart Investment Portfolio Global Market Report 2025" has been added to ResearchAndMarkets.com's offering. The carbon-smart investment...
December 15, 2025 17:00 ET | Source: Univest Securities, LLC

Univest Securities, LLC Announces Closing of $4.0 Million Registered Direct Offering for its Client Jiuzi Holdings, Inc. (NASDAQ: JZXN)

New York, Dec. 15, 2025 (GLOBE NEWSWIRE) -- Univest Securities, LLC (“Univest”), a member of FINRA and SIPC, and a full-service investment bank and securities broker-dealer firm based in New York,...
December 15, 2025 08:00 ET | Source: AssetMark, Inc.

AssetMark Completes Acquisition of Efficient Advisors, LLC

AssetMark has completed its acquisition of Efficient Advisors, marking a significant milestone in its strategy to expand its reach within the RIA channel.
December 11, 2025 11:41 ET | Source: Commonwealth Financial Group

Commonwealth Financial Group Welcomes Chris Martinson and Justin Esposito: Strengthening Personalized Investment Solutions with Highland Peak Wealth

CFG welcomes Chris Martinson and Justin Esposito to Highland Peak Wealth, strengthening its boutique investment approach with institutional expertise.
December 11, 2025 10:03 ET | Source: Truxton Trust Company

Truxton Wealth Expands Tax Advisory Expertise With the Addition of Matt Winn

Truxton Wealth is pleased to announce the addition of Matt Winn, CPA as Vice President and Wealth & Tax Strategist.
December 11, 2025 08:30 ET | Source: Nasdaq Private Market, LLC

Nasdaq Private Market Announces Strategic Partnership with Cerity Partners to Deliver Full-Spectrum Financial Planning Solutions to Private Companies and Their Employees

Nasdaq Private Market and Cerity Partners announce strategic partnership to deliver wealth management capabilities to private company employees.