Latest News and Press Releases

Want to stay updated on the latest news?

Sign into Reader Account Create Reader Account

December 11, 2025 11:41 ET | Source: Commonwealth Financial Group

Commonwealth Financial Group Welcomes Chris Martinson and Justin Esposito: Strengthening Personalized Investment Solutions with Highland Peak Wealth

CFG welcomes Chris Martinson and Justin Esposito to Highland Peak Wealth, strengthening its boutique investment approach with institutional expertise.
December 11, 2025 10:03 ET | Source: Truxton Trust Company

Truxton Wealth Expands Tax Advisory Expertise With the Addition of Matt Winn

Truxton Wealth is pleased to announce the addition of Matt Winn, CPA as Vice President and Wealth & Tax Strategist.
December 11, 2025 08:30 ET | Source: Nasdaq Private Market, LLC

Nasdaq Private Market Announces Strategic Partnership with Cerity Partners to Deliver Full-Spectrum Financial Planning Solutions to Private Companies and Their Employees

Nasdaq Private Market and Cerity Partners announce strategic partnership to deliver wealth management capabilities to private company employees.
December 10, 2025 17:00 ET | Source: Univest Securities, LLC

Univest Securities, LLC Announces Closing of $5.04 Million Public Offering for Its Client Top Wealth Group Holding Limited (NASDAQ: TWG)

New York, Dec. 10, 2025 (GLOBE NEWSWIRE) -- Univest Securities, LLC (“Univest”), a member of FINRA and SIPC, and a full-service investment bank and securities broker-dealer firm based in New York,...
December 09, 2025 10:00 ET | Source: Milemarker

Milemarker and Eaglebrook Partner to Deliver Advanced Crypto and Digital Asset Data & Reporting to Wealth Management Advisors

CHARLESTON, SC and BETHESDA, MD, Dec. 09, 2025 (GLOBE NEWSWIRE) -- Milemarker, a leading financial technology company serving the wealth management industry, today announced a strategic integration...
December 09, 2025 09:00 ET | Source: LPL Financial Holdings, Inc.

LPL Research Team Releases 2026 Outlook: The Policy Engine

Annual report delivers a data-driven perspective on the economic and market landscape, outlining actionable insights for investors
December 05, 2025 09:00 ET | Source: LPL Financial Holdings, Inc.

Matthew Morningstar Joins LPL as Chief Legal Officer

Morningstar joins the firm’s Management Committee and oversees the Legal, Policy and Community Impact teams.
December 04, 2025 16:16 ET | Source: LPL Financial Holdings, Inc.

LPL Financial Celebrates 15 Years as a Public Company with Nasdaq Bell Ringing Ceremony

Since going public on November 18, 2010, LPL has reshaped the wealth management landscape through its advisor-first approach.
December 04, 2025 11:04 ET | Source: Research and Markets

Hong Kong (China SAR) Wealth Management Market Sizing and Opportunities to 2029 - Individual Invests Over 40% of Their Wealth Offshore, Which is Above the Asia-Pacific Average

Dublin, Dec. 04, 2025 (GLOBE NEWSWIRE) -- The "Hong Kong (China SAR) Wealth Management: Market Sizing and Opportunities to 2029" report has been added to ResearchAndMarkets.com's offering.Based on...
December 03, 2025 16:26 ET | Source: Raymond James Financial

Raymond James Financial Raises Quarterly Dividends on Common Stock by 8% and Announces Quarterly Dividend on Preferred Stock; Announces Increased Common Stock Repurchase Authorization

St. Petersburg, Fla., Dec. 03, 2025 (GLOBE NEWSWIRE) -- On December 3, 2025, the Raymond James Financial, Inc. (NYSE: RJF) Board of Directors declared a quarterly cash dividend on shares of its...