LPL Welcomes Allegia Wealth Management

Darren Colananni, a CFP with $230 million in assets under management, has joined LPL Financial's platform to launch Allegia Wealth Management, a wealth management firm serving high-net-worth individuals in the Washington, D.C. area. Colananni selected LPL for its technology, scale, and advisor support capabilities.

06/09/2026, 8:55 AM • GlobeNewswire

Sharon Olson, CFP®, CEPA, Founder & Managing Principal of Olson Wealth Group, Announces Firms’ Expanded Exit and Liquidity Planning Capabilities

Olson Wealth Group, founded by Sharon Olson (CFP®, CEPA), has expanded its integrated exit and liquidity planning services for business owners and entrepreneurial families. The firm now coordinates business strategy, tax planning, estate planning, and family office services years before a transaction occurs, aiming to maximize enterprise value and prevent value erosion that often occurs when planning begins too late in the process.

06/03/2026, 6:00 AM • GlobeNewswire

Moneco Advisors Welcomes Three Advisory Teams, Deepening its Partnership Model Across the Northeast

Moneco Advisors, an independent RIA founded in 1980, announced the integration of three advisory teams including Keith Kolinsky, David J. Karachuk, and Tim Tymniak and Joe Tatusko, bringing approximately $250 million in collective assets and 4 advisors to the firm. This marks the fourth completed integration since December 2025, bringing Moneco's total assets under management to over $3 billion across seven offices in New England and the NYC metropolitan area.

05/26/2026, 4:00 PM • GlobeNewswire

What Happened to the "Sell America" Trade?

Apollo's chief economist argues there was never a significant "Sell America" trade, despite media speculation about international investors selling U.S. assets due to Trump's tariffs and Fed criticism. Data shows U.S. stocks, bonds, and the dollar only sold off simultaneously on 17 days in 2025 and 9 days in 2026—statistically insignificant. The U.S. remains the world's dominant economy with two-thirds of global market capitalization, the largest bond market, and the reserve currency, though diversification into international stocks remains prudent when U.S. valuations are high.

03/27/2026, 2:23 PM • The Motley Fool

LPL Financial Welcomes Oak Bridge Financial, LLC

LPL Financial announced that Oak Bridge Financial, LLC, a Houston-based wealth management firm managing approximately $230 million in assets, has joined its broker-dealer and RIA platform. Led by industry veterans Peter Goudeau Jr. and Larry Boyd with combined 45 years of experience, Oak Bridge transitioned from Ameriprise seeking operational flexibility and technological innovation while maintaining full ownership of client relationships.

01/14/2026, 8:55 AM • Benzinga

Wealth Management Leaders Suzanne Elovic and Mike Murphy Join LPL Financial to Strengthen Advisor and Client Service

LPL Financial announced the appointments of Suzanne Elovic as executive vice president, head of supervision, and Mike Murphy as executive vice president, head of service. Both executives bring extensive financial services experience and will focus on enhancing supervision capabilities and elevating service excellence for advisors and clients.

01/13/2026, 9:00 AM • GlobeNewswire

LPL Financial Launches Cash Management Account to Seamlessly Integrate Banking and Investing

LPL Financial introduced a new Cash Management Account (CMA) that integrates banking features with investment capabilities, offering clients enhanced financial management with FDIC protection and modern banking tools.

11/12/2025, 9:00 AM • GlobeNewswire

Trump Tariffs To Wreak Havoc For 'Inflation-Fearing Consumers,' Shows Fed's Beige Book, But Analyst Notes Recession Risks Appear 'Well Contained'

The Federal Reserve's Beige Book reveals that Trump-era tariffs are causing price increases for businesses, with costs increasingly passed to consumers. Despite economic challenges, analysts suggest recession risks remain 'well-contained'.

10/16/2025, 4:17 AM • Benzinga

Mountain America Celebrates Grand Opening of New West Valley Branch

Mountain America Credit Union is expanding its presence in Utah by opening a new branch in West Valley, offering financial services and hosting a community celebration on October 4, 2025.

09/23/2025, 5:04 PM • GlobeNewswire

LPL Financial Completes Onboarding of First Horizon Advisors to Institution Services Platform

LPL Financial has integrated First Horizon Advisors' broker-dealer and investment advisory services onto its platform, transitioning approximately $12B in brokerage and advisory assets, with the remaining assets expected to onboard in the coming months.

08/27/2025, 9:00 AM • GlobeNewswire