Latest News and Press Releases

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...

FORT MILL, S.C., May 26, 2026 (GLOBE NEWSWIRE) -- The Oasis Group, the leading research and consulting firm specializing in the wealth management and financial technology sectors, today announced...

LPL Financial has been recognized with two Stevie® Awards honoring the firm’s leadership in applying AI to transform the advisor and investor experience.

LPL Financial has been recognized with two Stevie® Awards honoring the firm’s leadership in applying AI to transform the advisor and investor experience.

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...