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FORT LAUDERDALE, FL, July 29, 2026 (GLOBE NEWSWIRE) -- Kelly Park Capital (KPC) Private Funds, a technology-enabled independent private market investing platform providing financial advisors access...

This year, LPL expects to introduce more than 35 major technology enhancements inside Latitude.

NEEDHAM, Mass., July 21, 2026 (GLOBE NEWSWIRE) -- Advisor360°TM, the Autonomous Financial Platform™ for advisors, today announced that Ananya Balaram has joined the company as Chief Revenue...

Jiko, the bank that doesn't lend, names new President and CTO as it surpasses $10B in T-bills traded and doubles assets under management.

BOZEMAN, MT, July 09, 2026 (GLOBE NEWSWIRE) -- The 12th annual XYPN LIVE —the industry's leading conference for fee-only financial advisors — is scheduled to take place September 29 through October...

NEEDHAM, MA, July 07, 2026 (GLOBE NEWSWIRE) -- Advisor360°™, the Autonomous Financial Platform™ built around the complete advisor workday, today announced the launch of Meeting Prep, an AI agent...

BOSTON, June 22, 2026 (GLOBE NEWSWIRE) -- Jade today announced its official launch, introducing an integrated options platform designed to help wealth advisors implement derivatives strategies with...

NEEDHAM, Mass., June 04, 2026 (GLOBE NEWSWIRE) -- Advisor360°, the financial platform built around the complete advisor workday, today announced the appointment of Milind Mehere as Chief Executive...

NEW YORK, June 02, 2026 (GLOBE NEWSWIRE) -- iAltA Holdings, a private markets holding company founded by experienced operators to build and scale specialized companies that address systemic gaps in...

NEW YORK, May 27, 2026 (GLOBE NEWSWIRE) -- Field launched today as the wealth management technology company building the groundwork for the advisory industry. Led by Bill Crager, co-founder and...