LPL Financial Welcomes Four Advisors to Carnegie Private Wealth

LPL Financial LLC announced today that financial advisors James Larsen, CFP®, Lucas Decker, CFP®, Kevin Lewis, CFP®, CEPA®, and Seth Miller, CFP®, CEPA®, have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligned with Carnegie Private Wealth, an existing firm supported by LPL Strategic Wealth. The advisors reported serving approximately $475 million in advisory, brokerage and retirement assets.* Larsen joins LPL from Wells Fargo Advisors, and Decker, Lewis and Miller join from Edward Jones. Carnegie...

Vantage Bank & Prelim Team Up to Enhance Digital Onboarding

Prelim, a Silicon Valley-based fintech leader renowned for its award-winning omnichannel onboarding solutions, has announced a strategic partnership with Vantage Bank, a $4.4 billion Texas-based community bank. Through this collaboration, Vantage Bank will implement Prelim’s cutting-edge onboarding platform, streamlining the account opening process for consumers, small businesses, and commercial clients. This digital-first solution will replace the bank’s legacy in-branch systems while significantly enhancing its online capabilities. “This partnership underscores our commitment to delivering a best-in-class...

Cboe Canada Completes Technology Migration

Cboe Canada’s exchange platform successfully migrated to the Cboe TitaniumSM technology platform on March 3, completing 15-month integration effort Cboe Canada joins Cboe’s equities and derivatives markets across the U.S., UK, Europe, Australia, and Japan running on Cboe Titanium   Cboe Titanium positions Cboe Canada to further grow its business, address diverse needs of clients, and expand trading solutions it provides in the Canadian market Highly performant technology platform to make trading experience more efficient, providing access to Cboe’s network of...

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