LPL Financial LLC has announced that Charter Oak Wealth Partners, which manages approximately $600 million in assets, has joined its broker-dealer, RIA, and custodial platforms, aligning with Academy ...

SAN DIEGO, July 08, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and son financial advisors Robert Bell, II, AIF®, and Keegan Bell, AIF®, AAMS®, have launched a new ...

AUSTIN, Texas--(BUSINESS WIRE)--Bluespring Wealth Partners (Bluespring), a leading acquirer of RIAs and wealth management firms, today announced the acquisition of financial planning firm SHP ...

Gateway Financial Partners, a large OSJ affiliated with LPL, is enhancing its ability to serve clients’ estate and legacy planning needs with its latest fintech deal. On Tuesday, the fast-growing ...

From left to right, financial planner Andrew Tudor joined Zenith Wealth Partners, the Philadelphia-based firm launched in 2019 by Jason Ray and Chelsea Ransom-Cooper. "We want to create a billion ...

AUSTIN, Texas--(BUSINESS WIRE)--Bluespring Wealth Partners (Bluespring), a leading acquirer of independent RIAs and hybrid wealth management firms, today announced the acquisition of existing Kestra ...

Legacy Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, has earned the Ameriprise Client Experience Award for 2025. Legacy Financial Partners was honored ...

The capital infusion will support expansion of the company’s platform and offerings through product innovation and strategic acquisitions In conjunction with the investment, Earned has acquired Thomas ...

Wealth.com, the industry's leading estate and tax planning platform, today announced an enterprise agreement with Dynasty Financial Partners ("Dynasty") to embed Wealth.com's artificial intelligence ...

New York City-based RIA Future You Wealth has been acquired by the finance content giant NerdWallet, as the publicly-traded firm expands further into wealth management services. Future You Wealth, ...

A former CNBC and Bloomberg anchor who started a financial education content company three years ago has branched into direct wealth management services. Processing Content Nicole Lapin's Private ...

Addition of the New England-based firm marks an expansion in the region for Bluespring, bolstering its existing community of high-performing advisors Bluespring Wealth Partners (Bluespring), a leading ...