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June 04, 2026 08:35 ET | Source: Advisor360

Advisor360° Appoints Milind Mehere as CEO to Lead Next Phase of AI-Native Growth

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...
June 02, 2026 09:00 ET | Source: Helm

iAltA Holdings Launches a New Company, Helm, to Unify Private Markets Infrastructure Across the Full Investment Lifecycle

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...
May 27, 2026 08:00 ET | Source: Field

Field Launches as the Foundation for Modern Wealth Management

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...
May 26, 2026 12:25 ET | Source: The Oasis Group

The Oasis Group Publishes 2026 Peaks Report on Estate Planning Platforms, Highlighting Market Leaders and Industry Transformation

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...
May 14, 2026 20:14 ET | Source: LPL Financial Holdings, Inc.

UPDATE – LPL Financial Wins Two Stevie Awards for Innovation in Artificial Intelligence Concepts

LPL Financial has been recognized with two Stevie® Awards honoring the firm’s leadership in applying AI to transform the advisor and investor experience.
May 14, 2026 08:05 ET | Source: LPL Financial Holdings, Inc.

LPL Financial Wins Two Stevie Awards for Innovation in Artificial Intelligence

LPL Financial has been recognized with two Stevie® Awards honoring the firm’s leadership in applying AI to transform the advisor and investor experience.
May 13, 2026 10:00 ET | Source: AdvicePay

AdvicePay Celebrates its 10-Year Anniversary, Marking the Evolution of Fee-for-Service Planning from Niche Service to Mainstream Offering

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...
May 05, 2026 09:15 ET | Source: Milemarker

Milemarker Launches MCP: Run Your Wealth Platform by Asking

CHARLESTON, S.C., May 05, 2026 (GLOBE NEWSWIRE) -- Milemarker, the wealth technology company unifying the industry’s data layer, today announced the Milemarker MCP Server — a new way for firms to...
April 30, 2026 10:00 ET | Source: Fusion Financial Partners

AdvizorStack Appoints Kimberly Papedis to Advisory Board

FORT LAUDERDALE, Fla., April 30, 2026 (GLOBE NEWSWIRE) -- AdvizorStack, the company that delivers a customizable, integrated and cost-effective wealthtech platform to fit the unique technology needs...
April 29, 2026 13:43 ET | Source: iAltA

iAltA Holdings Acquires Precept

NEW YORK, April 29, 2026 (GLOBE NEWSWIRE) -- iAltA Holdings, the private markets infrastructure company, today announced that it has acquired Precept, a wealth technology platform transforming how...