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July 09, 2026 11:14 ET | Source: XYPN

CALL FOR ENTRIES - XYPN LIVE 2026 AdviceTech Competition

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...
July 09, 2026 08:15 ET | Source: LPL Financial Holdings, Inc.

LPL Financial and Commonwealth Recognized as Top-Ranked Firms for Independent Advisor Satisfaction

Commonwealth Financial Network, acquired by LPL in 2025, secured its 13th consecutive #1 JD Power ranking, while LPL Financial LLC rose to #2 overall.
July 08, 2026 10:00 ET | Source: Activest Wealth Management

Activest Wealth Management Launches Family Office Governance Program for Multigenerational Families

AVENTURA, FL, July 08, 2026 (GLOBE NEWSWIRE) -- Activest Wealth Management, an SEC-registered investment adviser serving the complex needs of ultra-high-net-worth families, today announced the...
July 07, 2026 09:00 ET | Source: Advisor360

Advisor360° Launches Meeting Prep, an AI Agent for Financial Advisors

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...
July 01, 2026 11:30 ET | Source: XYPN

XYPN SAPPHIRE EXPANDS LEADERSHIP TEAM AS PLATFORM SURPASSES $1 BILLION IN ASSETS

BOZEMAN. Mont., July 01, 2026 (GLOBE NEWSWIRE) -- XYPN Sapphire, the integrated RIA platform built for independent financial advisors, today announced the expansion of its leadership team as it...
July 01, 2026 07:00 ET | Source: NBC Securities, Inc.

NBC Securities Rebrands as Lanark Financial: Honoring a 30-Year Foundation. Reinforcing an Independent Future.

Full-service broker-dealer and registered investment advisor NBC Securities rebrands as Lanark Financial, continuing its 30-year legacy of independence.
June 26, 2026 08:30 ET | Source: Wedbush

Wedbush Continues Wealth Management Growth with Addition of Steve Schwary in Newport Beach, CA

Wedbush Continues Wealth Management Growth with Addition of Steve Schwary in Newport Beach, CA
June 24, 2026 18:22 ET | Source: Meyer Wilson Werning

Meyer Wilson Werning investigates UBS advisor over alleged 99 Acquisition Group sales

COLUMBUS, Ohio, June 24, 2026 (GLOBE NEWSWIRE) -- Meyer Wilson Werning, a national investor protection law firm, is investigating allegations involving financial advisor Daniel Merithew Allen, a...
June 22, 2026 12:30 ET | Source: Callan Family Office

Callan Family Office Named to Inaugural CNBC Elite Advisors List, Recognizing the Nation's Leading Ultra-High-Net-Worth Advisory Firms

PHILADELPHIA, June 22, 2026 (GLOBE NEWSWIRE) -- Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, family offices, foundations, and endowments, today...
June 15, 2026 10:00 ET | Source: Beacon Coast Partners

Beacon Coast Partners Launches Independent Advisory Firm, Serving Ultra-High-Net-Worth Clients at Key Wealth Transitions

SAN FRANCISCO, June 15, 2026 (GLOBE NEWSWIRE) -- Beacon Coast Partners today announced the launch of its independent, employee-owned registered investment advisor focused on serving a select group...