SAN DIEGO, Sept. 30, 2025 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that advisors, DJ Totland, CFP®, CIMA®, CPFA® and Christopher Meyer, CFP®, with support…
Recently, the U.S. Department of Housing and Urban Development (HUD) issued two memoranda that clarify HUD’s role in enforcing the Fair Housing Act (FHA), Read More:…
Smith Salley Wealth Management lifted its holdings in The PNC Financial Services Group, Inc (NYSE:PNC – Free Report) by 3.1% during the 2nd quarter, according to…
Sowell Financial Services LLC cut its holdings in KKR & Co. Inc. (NYSE:KKR – Free Report) by 69.2% in the 2nd quarter, according to the company…
Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 55% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest…
Subscription-based planning firm Facet has added tax preparation and filing to its flat-fee membership plans. Facet has white-labeled technology from april, an embedded year-round tax platform,…
SCOTTSDALE, Ariz.–(BUSINESS WIRE)–Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, announced today that financial advisor Bart Butler, CFP®, CPA, has joined…
Move positions Finastra as the leading provider to support all US clearings via a single Payment Hub Powered by microservices and Kafka, the platform enables scalable,…
09/22/2025 – 09:05 AM NEW YORK–(BUSINESS WIRE)– Piper Sandler Companies (NYSE: PIPR), a leading investment bank, is pleased to announce the addition of Manuel Navas as…
Yet another very busy week in Washington. A government shutdown looms at the end of the month; the fight at the Federal Reserve over cutting interest…