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.
Flourish Announces Expanded Integration with eMoney Advisor
September 10, 2024 09:00 ET
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Flourish
New York, Sept. 10, 2024 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (“RIAs”) improve their clients’...
LPL Financial Appoints Tom Gannon as Chief Advocacy Officer
September 03, 2024 09:00 ET
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LPL Financial Holdings, Inc.
Tom Gannon will spearhead LPL’s government relations efforts at federal, state and local levels and lead the firm’s political action committee.
WealthTech Solutions Present a $9.43 Billion Market Opportunity by 2028 - JPMorgan Chase & Co, Bank of America, Citigroup, Wells Fargo & Company, and BNP Paribas Dominate the Competitive Landscape
September 02, 2024 09:33 ET
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Research and Markets
Dublin, Sept. 02, 2024 (GLOBE NEWSWIRE) -- The "Wealthtech Solutions Market Report 2024" report has been added to ResearchAndMarkets.com's offering.The global wealthtech solutions market size has...
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
Flourish Annuities Expands Annuity Marketplace with Corebridge Financial Partnership
August 06, 2024 09:00 ET
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Flourish
NEW YORK, Aug. 06, 2024 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (“RIAs”) improve their clients’...
Flourish Launches Integration with RightCapital to Enable Streamlined Access to Clients’ Held-Away Asset Data
May 14, 2024 09:00 ET
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Flourish
New York, May 14, 2024 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (“RIAs”) improve their clients’...
Flourish RIA Fintech Hits $5 Billion AUC Milestone
May 09, 2024 09:00 ET
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Flourish
New York, May 09, 2024 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (“RIAs”) improve their clients’ financial...
The Founders Arena Unveils Startups Participating in Second Annual WealthTech Accelerator
April 22, 2024 09:10 ET
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The Founders Arena
The Founders Arena WealthTech Accelerator, in collaboration with First Rate, Inc., SEI®, Republic Capital Group, the City of Arlington and the Arlington Ec
Flourish Announces New Relationship with Focus Financial to Bring Flourish Cash to More Focus Firms
March 19, 2024 11:26 ET
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Flourish
New York, March 19, 2024 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (“RIAs”) improve their clients’...