SAN DIEGO, June 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial ... data analytics, automation, and artificial intelligence have a profound impact on US banks and the entire financial-services industry.

LPL Financial LLC, a prominent wealth management ... Additionally, LPL has appointed Vaughn Harvey as Executive Vice President and Chief Data and AI Officer to lead its data and AI initiatives.

Park chose to move to LPL Financial and join the team at Pence Wealth Management. She was drawn to the Linsco model, which serves financial advisors seeking the core tenets of independence ...

SAN DIEGO, May 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth ... which leverages data to build reports based on an advisor's prompt. With the help of AI, LPL advisors can ...

Syntax Data, a financial data and technology provider offering data-optimized index solutions, and Donoghue Forlines, a Boston-based tactical investment firm that specializes in active risk-managed ...

At the same time, LPL is in the middle of a charm offensive designed to calm advisors within the near-3,000 financial advisors ... investment advisor business model for advisors.

Datalign Advisory launched GEOs, an AI-powered geographic expansion engine to help financial advisors identify underserved consumers. GEOs uses AI and machine learning predictive models along with a ...

Detailed price information for Lpl Financial Holdings (LPLA-Q) from The Globe and Mail including charting and trades.

Capital City Bank enhances profitability with strong asset quality and returns. I recommend a 'hold' for CCBG until I see ...

Ted Pick and Paul Shoukry both see advantages in their firms' ability to invest in technology, offer banking services and provide access to alternative investments.

LPL operates on a model different from that of traditional wirehouses or banks. Rather than employing financial advisers ... government data, original reporting, and interviews with industry ...

The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.