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September 26, 2025 09:00 ET | Source: XYPN

XYPN Unveils Major Tech Advancements for Members with Holistiplan and Orion

AUSTIN, Sept. 26, 2025 (GLOBE NEWSWIRE) -- XYPN, the leading support platform for fee-only financial planners, today announced major enhancements to its member benefits during its XYPN LIVE...
September 25, 2025 10:42 ET | Source: Raymond James Financial

Raymond James Welcomes Maine Advisor Team Managing Over $350 Million in Assets

St. Petersburg, Fla., Sept. 25, 2025 (GLOBE NEWSWIRE) -- Raymond James (NYSE: RJF) recently welcomed four financial advisors from Compass Investment Management (CIM) to Raymond James Financial...
September 24, 2025 16:22 ET | Source: Raymond James Financial

Raymond James Financial Reports August 2025 Operating Data

St. Petersburg, Fla., Sept. 24, 2025 (GLOBE NEWSWIRE) -- Raymond James Financial, Inc. (NYSE: RJF) today reported selected operating data for August 2025, in an effort to provide timely information...
September 24, 2025 09:15 ET | Source: AltsMI

2025 Alts Leaders Survey Reveals Striking Differences in Adoption Across Channels

Paradise Valley, Ariz., Sept. 24, 2025 (GLOBE NEWSWIRE) -- Alternative Investments Market Intelligence (ALTSMI) today released its latest research note, Adoption Snapshot: Who’s Using Alts—and How...
September 17, 2025 09:00 ET | Source: LPL Financial Holdings, Inc.

LPL Releases Inaugural Advisor Growth Study

LPL announced the release of the first-of-its-kind annual Advisor Growth Study (AGS) to bring awareness to sustainable growth trends in wealth management.
September 16, 2025 11:45 ET | Source: Raymond James Financial

Raymond James Welcomes Georgia Advisor Duo Managing Over $190 Million

St. Petersburg, Fla., Sept. 16, 2025 (GLOBE NEWSWIRE) -- Raymond James (NYSE: RJF) recently welcomed financial advisors Aaron Mabon and Summer Deal to Raymond James Financial Services (RJFS) – the...
September 10, 2025 10:48 ET | Source: FinServ Foundation

Financial Independence Group Commits to Multi-Year Partnership with FinServ Foundation to Advance NextGen Talent in Financial Services

PHILADELPHIA, Sept. 10, 2025 (GLOBE NEWSWIRE) -- FinServ Foundation today announced a multi-year partnership with Financial Independence Group (FIG) to expand its efforts in developing the next...
September 10, 2025 10:38 ET | Source: Callan Family Office

Callan Family Office’s Tax Overlay Program Wins Best Client Initiative in the 2025 WealthManagement.com Industry Awards

PHILADELPHIA, Sept. 10, 2025 (GLOBE NEWSWIRE) -- Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, family offices, foundations and endowments across the...
September 10, 2025 08:15 ET | Source: SureMark Digital Identity Services, Inc.

SureMark Digital Announces Wealth Management Identity Protection Suite to Stop AI-Driven Scams

SureMark Digital launches a wealth management identity suite using cryptographic verification to stop AI deepfakes, voice scams, and fraudulent transfers.
September 10, 2025 05:15 ET | Source: Research and Markets

Singapore Wealth Management Market Report 2025-2030 | Singapore Dominates Wealth Management with 1,650 Family Offices, Amidst Increasing Regional Competition

Dublin, Sept. 10, 2025 (GLOBE NEWSWIRE) -- The "Singapore Wealth Management Market Outlook to 2030" report has been added to ResearchAndMarkets.com's offering. Singapore's Wealth Management...