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May 14, 2026 20:14 ET | Source: LPL Financial Holdings, Inc.

UPDATE – LPL Financial Wins Two Stevie Awards for Innovation in Artificial Intelligence Concepts

LPL Financial has been recognized with two Stevie® Awards honoring the firm’s leadership in applying AI to transform the advisor and investor experience.
May 14, 2026 08:05 ET | Source: LPL Financial Holdings, Inc.

LPL Financial Wins Two Stevie Awards for Innovation in Artificial Intelligence

LPL Financial has been recognized with two Stevie® Awards honoring the firm’s leadership in applying AI to transform the advisor and investor experience.
May 13, 2026 10:00 ET | Source: AdvicePay

AdvicePay Celebrates its 10-Year Anniversary, Marking the Evolution of Fee-for-Service Planning from Niche Service to Mainstream Offering

BOZEMAN, Mont., May 13, 2026 (GLOBE NEWSWIRE) -- AdvicePay, the industry-leading platform for managing billing, payments, and compliance of fee-for-service financial planning, is celebrating its...
May 05, 2026 09:15 ET | Source: Milemarker

Milemarker Launches MCP: Run Your Wealth Platform by Asking

CHARLESTON, S.C., May 05, 2026 (GLOBE NEWSWIRE) -- Milemarker, the wealth technology company unifying the industry’s data layer, today announced the Milemarker MCP Server — a new way for firms to...
April 30, 2026 10:00 ET | Source: Fusion Financial Partners

AdvizorStack Appoints Kimberly Papedis to Advisory Board

FORT LAUDERDALE, Fla., April 30, 2026 (GLOBE NEWSWIRE) -- AdvizorStack, the company that delivers a customizable, integrated and cost-effective wealthtech platform to fit the unique technology needs...
April 29, 2026 13:43 ET | Source: iAltA

iAltA Holdings Acquires Precept

NEW YORK, April 29, 2026 (GLOBE NEWSWIRE) -- iAltA Holdings, the private markets infrastructure company, today announced that it has acquired Precept, a wealth technology platform transforming how...
April 14, 2026 09:00 ET | Source: Milemarker

Milemarker Launches Relay: No-Code Automation Built on a Unified Wealth Management Data Lake

CHARLESTON, SC, April 14, 2026 (GLOBE NEWSWIRE) -- Milemarker, the data infrastructure company for wealth management, today announced the launch of Milemarker Relay, a no-code automation tool that...
March 26, 2026 10:00 ET | Source: CurrentClient

CurrentClient Raises $1.25 Million Seed Round Led by Thicket Ventures, Adds New Sales Leadership

SALT LAKE CITY, March 26, 2026 (GLOBE NEWSWIRE) -- CurrentClient, the modern communication platform built for financial advisors, today announced a $1.25 million seed round, led by Thicket Ventures,...
March 24, 2026 11:30 ET | Source: PPB Capital Partners

Bob Oros Joins PPB Capital Partners in Newly Created Role of President

CONSHOHOCKEN, PA, March 24, 2026 (GLOBE NEWSWIRE) -- PPB Capital Partners, a leading alternative investment platform connecting wealth advisors to private markets solutions, today announced the...
March 18, 2026 10:00 ET | Source: AdvicePay

AdvicePay’s 2026 Fee-for-Service Trend Report: Planning Fees Rise Again as Subscriptions Become the Default

BOZEMAN, Mont., March 18, 2026 (GLOBE NEWSWIRE) -- AdvicePay, the industry-leading platform for managing billing, payments, and compliance of fee-for-service financial planning, today released its...