Sherman Portfolios Releases the Sherman Launch System (SLS), Delivering Real-Time Market Signals and Research for Financial Advisors

COEUR D’ALENE, Idaho, Oct. 29, 2025 (GLOBE NEWSWIRE) -- Sherman Portfolios, LLC (SPL), an SEC-registered investment adviser, ...
Yahoo Finance

LPL Financial Launches WealthVision Essentials to Empower Advisors with Best-in-Class Financial Planning Software

SAN DIEGO, May 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, is pleased to announce the launch of WealthVision Essentials, an integrated financial planning tool ...
Forbes

Beyond Robo-Advisors: Designing A More Human-Centered Financial Future

Swati Deepak Kumar (Nema) is Senior Vice President at Citibank, leading Data and Insights with a strong background in innovation. In a world racing toward automation, the greatest innovation will be ...