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BOSTON--(BUSINESS WIRE)--Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $21 billion in assets under advisement (AUA), shared insights from its inaugural Ambassador Council meeting, where top advisors emphasized the need for simplicity, mentorship and stronger support to drive organic growth in a competitive environment The two-day meeting brought together leading advisors to offer candid feedback on how the firm...

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Templeton Expands Canvas Platform with Tax Aware Long-Short Capabilities...

WESTLAKE, Texas--(BUSINESS WIRE)--SCHWAB STUDY: EQUITY COMPENSATION PLAYS MAJOR ROLE IN WORKERS’ RETIREMENT PLANS AND FINANCIAL WELLBEING...

MINNEAPOLIS--(BUSINESS WIRE)--Financial advisor Mike Felton, CFP®, recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from Merrill Lynch with $110 million in client assets. The 20-year industry veteran, located in Charleston, S.C., was looking to gain greater control over his practice and wanted to align with a firm that prioritizes comprehensive financial planning and advisor support. Felton was drawn to Ameriprise for its unwavering commitment to financial planning,...

NEW YORK & DOHA, Qatar--(BUSINESS WIRE)--Irth Capital Management Names Former U.S. Ambassador to Qatar Timmy Davis as President & Partner, Expanding Global Leadership Team...

CLEVELAND--(BUSINESS WIRE)--MAI Capital Management (“MAI”) announced the acquisition of J.W. Coons Advisors, LLC (“Coons Advisors”)....

MINNEAPOLIS--(BUSINESS WIRE)--A new survey from U.S. Bank found that many Americans are making smart, responsible choices – budgeting, investing, cutting back on spending. But many feel progress is increasingly elusive because the goals most people care about – buying a home, retiring comfortably, building wealth – depend on economic forces beyond their control. However, the survey found that financial planning and professional advice significantly improve confidence and feelings of control. Th...

SAN DIEGO--(BUSINESS WIRE)--Guild Mortgage, a nationally recognized retail mortgage lender, has launched groundbreaking Homebuyer Readiness Fairs as part of its Promise of Home initiative to bring housing solutions into the hands of consumers nationwide. Co-hosted alongside CBC Mortgage Agency (CBCMA), a federally charted Native American-owned housing finance agency, Homebuyer Readiness Fairs provide aspiring homeowners with face-to-face resources and targeted problem solving to combat homebuyi...

WASHINGTON--(BUSINESS WIRE)--Operation HOPE, Inc. and its Founder, Chairman, and CEO John Hope Bryant will be featured as part of the public opening of the Milken Center for Advancing the American Dream (MCAAD) and its flagship American Dream Experience in Washington, DC. Within MCAAD’s Lennar Foundation Finance Galleries, visitors will encounter an interactive kiosk featuring John Hope Bryant, Founder, Chairman & CEO of Operation HOPE; by selecting his image, guests can hear his story and...

SAN FRANCISCO--(BUSINESS WIRE)--Valmark Financial Group has been named the SMB AI Disruptor Award winner at Box’s 15th annual BoxWorks conference. Valmark was one of three finalists recognized and received the award during the BoxWorks closing keynote on September 11, 2025. Box’s customer awards at BoxWorks have recognized innovation for 15 years, with past recipients ranging from emerging companies to members of the Fortune 500. The SMB AI Disruptor Award, introduced in 2025, recognizes organi...