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Jul 28, 2026, 06:00 ET Pension Resource Institute Announces Leadership Appointments Across Retirement Plan Ecosystem
also welcomed Jason Benham as a full-time associate. Benham brings more than two decades of retirement plan industry experience, including 14 years at LPL Financial and more than eight years at Independent Financial Group, where he led the firm's retirement plan division. He recently earned his law degree
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Jul 27, 2026, 09:00 ET Webull Launches Managed Bond Portfolios Powered by Moment
for the world's largest wealth firms and fintechs. Moment works with firms managing more than $10 trillion in client assets, including Edward Jones, LPL Financial, and Hightower Advisors. Founded by former quants and traders from Citadel Securities, Moment is headquartered in New York City. Moment is
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Jul 21, 2026, 21:00 ET LG Display presents vision of lifestyle transformation at K-Display 2026
foundation for accelerated growth through customer-centric business expansion."About LG DisplayLG Display Co., Ltd. [NYSE: LPL, KRX: 034220] is the world's leading innovator of display technologies, including thin-film transistor liquid crystal and OLED displays. The company
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Jul 16, 2026, 17:03 ET Hedgeye Asset Management Marks One-Year Anniversary of HECA and HGRO ETFs
One Year After Launch, HECA Surpasses $300 Million in Assets and HGRO Tops $125 Million; Both ETFs Now Available on LPL Financial's PlatformSTAMFORD, Conn., July 16, 2026 /PRNewswire/ --
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Jul 14, 2026, 08:05 ET FNB Wealth Management Selects Cetera Financial Institutions to Elevate and Expand Its Investment Services Program
Long-standing community bank investment program moves from LPL to Cetera to strengthen client relationshipsand drive strategic growthSAN DIEGO, July 14, 2026 /PRNewswire/ -- Cetera Financial
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Jul 14, 2026, 06:00 ET IFG's Expanded Recruiting Platform Delivers 2026 Momentum with New Advisor Offices Representing Over $1 Billion in Assets
Colo., formerly with LPL FinancialRonald Martin, St. Louis, Mo., formerly with OsaicEric and John Hoemeyer, St. Louis, Mo., formerly with OsaicPaula Strumbly, Westlake, Ohio, formerly with LPL FinancialMJ Morrello, Westlake, Ohio, formerly with LPL FinancialScott
More news about: Independent Financial Group
Jul 14, 2026, 06:00 ET FMG Expands Board as Platform Surpasses 80,000 Financial Professionals
Contentful, joined as a board observer. These new members join a board that includes Executive Chairman Mark Casady, former Chairman and CEO of LPL Financial; CEO and Founder Dave Christensen; and Scott White, former CEO of FMG.The strategic appointments coincide with FMG's ongoing expansion
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Jul 08, 2026, 21:00 ET LG Display reveals experimental study results on Gaming OLED performance
next-generation displays as a technology-driven company," said Choi Young-seok, CTO at LG Display.About LG DisplayLG Display Co., Ltd. [NYSE: LPL, KRX: 034220] is the world's leading innovator of display technologies, including thin-film transistor liquid crystal and OLED displays. The company
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Jul 07, 2026, 08:05 ET Cetera Welcomes Edward Duffy and his Lexington Financial Team Overseeing Approximately $608 Million in AUA
affiliated with Commonwealth Financial Network – a tenure he describes as a reflection of how well-suited that broker-dealer was for their practice. The LPL acquisition of Commonwealth, however, made remaining in place an outcome Duffy and his colleagues were unwilling to accept.After six months of
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Jul 07, 2026, 08:03 ET Estate Planning Is Becoming a Must-Have Financial Advisor Service, as 68% of Advised Clients Say They Would Consider Switching to Get It
financial institutions, attorneys, nonprofits, real estate agents, and technology platforms. Notable partners include AARP, Fifth Third Bank, UBS, USAA, LPL Financial, and Northwestern Mutual. With more than one million users and over $300 billion in self-reported estate assets, Trust & Will is redefining
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Jun 24, 2026, 08:59 ET Simplicity Welcomes Financial Services Veteran Jason Crawford as Partner and Senior Vice President
agencies. Most recently, he served as Head of Tellus Brokerage Connections. Prior to that role, he spent 18 years in pivotal sales leadership roles at LPL Financial, where he successfully transformed business lines and led high-performing wealth management and insurance distribution teams."We are
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Jun 22, 2026, 12:45 ET Haven Tower Group Promotes Mitch Manning to Chief Engagement Officer & Partner and Appoints Grant Cox as Principal
his tenure, he helped lead communications strategy, messaging and stakeholder outreach for several major acquisitions and Atria's announced sale to LPL Financial."Mitch has earned this promotion through nearly a decade of service to Haven Tower's clients," said Michael Dugan, President & Managing
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Jun 21, 2026, 21:00 ET LG Display OLED becomes world's first to achieve "Perfect Color/Brightness" certification
value of premium picture quality that only OLED can deliver to customers worldwide."About LG DisplayLG Display Co., Ltd. [NYSE: LPL, KRX: 034220] is the world's leading innovator of display technologies, including thin-film transistor liquid crystal and OLED displays. The company
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Jun 19, 2026, 09:00 ET Mediaplanet Launches "Women in Finance" Campaign in USA TODAY Print and Digital Platforms
(FEI)Financial Planning Association (FPA)Forté FoundationFinancial Women's Association (FWA)OneAmerica FinancialLPL FinancialYMCA of the USAThe campaign also features leading financial educators and digital creators helping reshape financial literacy
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Jun 18, 2026, 12:31 ET Genesis Wealth Welcomes Veteran $725MM JPMorgan Advisor
June 18, 2026 /PRNewswire/ -- Genesis Wealth, a leading wealth management platform and non-OSJ branch office within LPL Financial, today announced the addition of a veteran advisor, Alan Feutz, CFP®, from JPMorgan Securities, who has previously overseen $725 million in
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Jun 11, 2026, 16:28 ET Marquis Who's Who Honors Diana Lynne Bobka for Success in the Financial Industry
reached adulthood, and she was ready for a new challenge. After years of working within larger organizations, she chose to become independent through LPL Financial and Western Wealth Management.The transition allowed Ms. Bobka to expand the range of investment solutions available to clients while
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Jun 11, 2026, 15:56 ET CINC Systems and HOA Invest Partner to Automate Off-Book Reserve Visibility for Community Association Management
company's integrated banking partners—typically a brokerage or custodial account at a broker-dealer (for example, Merrill Lynch "ML", Morgan Stanley "MS", LPL Financial, or UBS, etc.)—so balances, transactions and statements are not automatically visible inside the management company's accounting platform.The
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Jun 11, 2026, 07:38 ET Trust & Will and Fifth Third Mark One Year of Free Wills, $10 Billion in Protected Estate Value, and Hundreds of Thousands of New Customers Ahead
financial institutions, attorneys, nonprofits, real estate agents, and technology platforms. Notable partners include AARP, Fifth Third Bank, UBS, USAA, LPL Financial, and Northwestern Mutual. With more than one million users and over $300 billion in self-reported estate assets, Trust & Will is redefining
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Jun 11, 2026, 06:00 ET DataDasher Appoints Industry Veteran Kevin Beard to Advisory Board
he served as chief growth officer, helping grow the firm to nearly 2,500 advisors and close to $1 billion in annual revenue before its acquisition by LPL Financial. He has held senior roles at AIG Advisor Group, Royal Alliance Associates and Rehmann. Wealth Solutions Report named Beard a top Black leader
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Jun 09, 2026, 12:00 ET Moment and Ramp Partner to Bring Institutional Cash Management to Finance Teams
for the world's largest wealth firms and fintechs. Moment works with firms managing more than $10 trillion in client assets, including Edward Jones, LPL Financial, and Hightower Advisors. Founded by former quants and traders from Citadel Securities, Moment is headquartered in New York City. Moment is
More news about: Moment Technology, Inc.
Jun 09, 2026, 08:05 ET Cetera Welcomes Former Commonwealth Advisors David Cushard, Wesley Mullins, and Their Team, with Approximately $190 Million in AUA
personalized service model, and its standard of accountability that felt more like a partnership than a vendor relationship. That move came just as LPL announced its acquisition of Commonwealth, prompting Cushard, Mullins, and their team to search again for what they had come to expect.After evaluating
More news about: Cetera Financial Group
Jun 09, 2026, 06:00 ET Genesis Wealth Surpasses $3 Billion in Client Assets, Validating Supported Independence Model
June 9, 2026 /PRNewswire/ -- Genesis Wealth, a leading wealth management platform and non-OSJ branch office within LPL Financial, today announced that advisors on its platform now collectively service more than $3 billion in client assets, marking a major milestone in
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Jun 04, 2026, 12:22 ET Hedgeye Capital Allocation ETF (HECA) and Hedgeye Quality Growth ETF (HGRO) Now Available Through LPL Financial
today announced that the Hedgeye Capital Allocation ETF (NYSE: HECA) and the Hedgeye Quality Growth ETF (NYSE: HGRO) are available through LPL Financial, expanding accessibility for LPL's more than 22,000 financial advisors and their clients.
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Jun 04, 2026, 10:13 ET Carnegie Private Wealth Triples Its Footprint, Without Outside Capital
families, and business owners with a focus on long-term relationships and professional excellence.Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
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Jun 04, 2026, 08:05 ET Cetera Welcomes Former Commonwealth Advisors Les Benzak, John Gallagher and Lynn Craig of Tupelo Wealth Partners with Approximately $490 Million in AUA
leadership treated advisors like partners rather than clients. Benzak said he and his partners had expected to finish their careers at Commonwealth. When LPL acquired Commonwealth, they faced an inflection point they never anticipated.After evaluating the full landscape of independent broker-dealer
More news about: Cetera Financial Group