Today, PL Capital Advisors, LLC, an investment firm specializing in publicly traded U.S. community banks, sent a presentation to the Board of Directors and management team of Horizon Bancorp, Inc.
Alpha One Asset Management LLC, ("Alpha One") a wholly-owned subsidiary of Wedbush Financial Services LLC, and Templum, the infrastructure powering the future of private markets, announce that Alpha ...
Osaic, Inc. ("Osaic"), one of the nation's largest providers of wealth management strategies, today announced the affiliation of Gallagher Financial Services ("Gallagher Financial"), an independent ...
Widely Respected Credit Expert Joins Guggenheim to Meet Growing Demand for Firm’s SolutionsNEW YORK, Oct. 27, 2025 (GLOBE ...
This will help the bank to scale its services and deliver a highly personalized, data-driven wealth management experience ...
Connecting the ecosystem: Orion Denali AI extends beyond Orion's platform to activate an advisor's full technology environment. By connecting CRM, planning, risk, and portfolio management systems into ...
LPL Financial LLC announced today that the partners of Edge Wealth Advisory Group have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving ...
Advisor360°™, a leading provider of integrated technology for wealth management firms, is pleased to announce that U.S. life insurance provider and registered broker-dealer Allstate Financial Services ...
LPL Financial LLC announced today that Shawn Gentle, AIF® of Gentle Family Wealth Partners has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. He reported ...
Sparks Financial, a leading wealth management firm in Denver, proudly announces its recent recognition by Forbes Best-in-State Wealth Management Teams. The firm has surpassed $2.4 billion in total ...
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