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LPL Financial Holdings has almost doubled investor returns over the past five years, so the obvious next question is whether the current share price around US$328 is supported by the returns the business earns on its capital. With that bac…
In our monthly newsletter focusing on women financial advisors, we highlight a coming book that includes wisdom from top women investors. Continue Reading
LPL Financial Holdings, Inc. SAN DIEGO, Oct. 07, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Brad Jerome of Legacy Financial Group has joined LPL Financial's broker-dealer and Registered Investment Adv…
LPL Financial Holdings, Inc. SAN DIEGO, Oct. 06, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the "Company"), the parent corporation of LPL Financial LLC, announced today it will report third quarter financial resul…
The Praxis Financial Partners team in Alpharetta, Ga., says it opted to affiliate with LPL in part because of its technology and planning tools. Continue Reading
Investment Banking & Brokerage Stocks Q2 Results: Benchmarking LPL Financial (NASDAQ:LPLA) As the Q2 earnings season wraps, let's dig into this quarter's best and worst performers in the investment banking & brokerage industry, including L…
LPL Financial Holdings, Inc. SAN DIEGO, Oct. 05, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Praxis Financial Partners advisors Scott Christian, CFP®, Cecil Loyd, CIMA®, Jay Gentry, CIMA® and Matt Dion have joined LPL F…
Bond yields just hit investors with a wake up call, and the surge in the U.S. 10 year is forcing a rethink on what "cash" really means in a portfolio. Cash like products tied to short duration Treasuries now sit at the crossroads of income…
Rudy Anguiano allegedly steered clients’ funds to an outside business he controlled without their knowledge or consent. Continue Reading
LPL Financial Holdings, Inc. SAN DIEGO, Sept. 30, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Harrison Kennard, CFP®, Charles Dobben and Justin Pandy, CFP®, of Lakewood Wealth Management have joined L…
Fed officials are still talking tough on rates while mortgages hover near 6.95% and auto loans sit close to 9.49%. At the same time, cash parked in short‑duration and money‑market strategies is finally earning something again. That mix can…
LPL Financial Holdings (LPLA) has been active on two fronts, reporting August client assets of $2.60b and onboarding advisory teams overseeing about $1b transferred from competitors. Recent moves in client assets and advisor recruiting are…
Why Is LPL Financial (LPLA) Stock Soaring Today What Happened? Shares of independent financial services firm LPL Financial (NASDAQ:LPLA) jumped 5.1% in the afternoon session after the company reported that total client assets reached $2.60…
In recent weeks, LPL Financial reported that two Salt Lake City-area advisory teams managing about US$1.00 billion and a Texas team overseeing roughly US$430.00 million in client assets have joined its platforms, alongside an August 2026 a…
As most financial advisors know, having some solid dividend stocks can cushion a portfolio’s volatility, reduce reliance on stock price appreciation, and allow for better sleep. BP Kraft Heinz and Morgan Stanley are just a few of the 11 st…
Renasant Corporation (NYSE:RNST) has long maintained a steady footprint across the Southeastern banking sector, backed by historical multi-year revenue growth, robust operating cash flow generation, a fortressed balance sheet, a stable ret…
LPL Financial Holdings Inc. LPLA has reported its August 2026 activity, showing continued momentum in client assets, advisory assets and organic net new assets (NNAs). Total client assets reached $2.6 trillion at the end of August, up 15%…
LPL Financial Holdings Inc. (NASDAQ:LPLA) is the largest independent broker-dealer in the U.S. The company offers custody, technology, and operational infrastructure to independent financial advisors. On September 22, 2026, the stock fell…
LPL Financial Holdings, Inc. SAN DIEGO, Sept. 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the "Company") today released its monthly activity report for August 2026. Total client assets at the end of August were…
BEST PRACTICES LPL Financial’s recruiting efforts netted it several financial advisors who collectively oversaw more than $1.4 billion in client assets at Raymond James Financial and Northwestern Mutual, the company says. Continue Reading
LPL Financial Holdings, Inc. SAN DIEGO, Sept. 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jon Burnett, Dan Fowler and Chad Carlile have joined LPL Financial's broker-dealer, Registered Investment…
New name reflects evolution to a modern wealth management platform NEWARK, N.J., Sept. 24, 2026 /PRNewswire/ -- Prudential Advisors, Prudential Financial, Inc.'s (NYSE: PRU) U.S. financial advice business, today announced that it is now Pr…
Concerns about AI have repeatedly sparked selloffs of shares of brokerage firms. On Tuesday, Meta’s Muse AI agent became the latest catalyst. Continue Reading
Concerns about AI have repeatedly sparked selloffs of shares of brokerage firms. On Tuesday, Meta’s Muse AI agent became the latest catalyst. Continue Reading
The Morning Bull - US Market Morning Update Wednesday, Sep, 23 2026 US stock futures are flat to slightly higher this morning, with S&P 500 contracts hovering near unchanged as investors weigh interest rates, inflation and oil. The US 10 y…
LPL Financial, Northern Trust, Ameriprise Financial, Morgan Stanley, and Paymentus Stocks Trade Down, What You Need To Know What Happened? A number of stocks fell in the afternoon session after investors kept bidding the group lower after…
Shares of major U.S. lenders fell on Tuesday as investors rotated away from the sector and into technology stocks. Continue Reading
LPL Financial Holdings, Inc. SAN DIEGO, Sept. 22, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Cornerstone Advisors and Clear Pointe Wealth Management have joined LPL Financial's broker-dealer,…
JHVEPhoto/iStock/Getty Images Plus You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. An advisor assistant at LPL Financial claims in a newly filed lawsuit that the firm forced he…
Winstone Wealth Partners CEO Jeff Green You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Concurrent Investment Advisors, a Tampa, Fla.-based registered investment adviser platfo…
Global bond yields are climbing, inflation worries are back on the table, and cash suddenly looks more interesting than it did a couple of years ago. Money is shifting again as investors reconsider how to park short-term funds while still…
Valero Energy (NYSE: VLO) has appointed Matt Audette as an independent director and member of its Audit Committee. Audette currently serves as chief financial officer of LPL Financial and previously held the EVP/CFO role at E*TRADE. The bo…
GLASTONBURY, Conn., Sept. 18, 2026 /PRNewswire/ -- Gateway Financial Partners ("Gateway"), a hybrid registered investment advisor and one of the largest Offices of Supervisory Jurisdiction (OSJ) affiliated with LPL Financial, today announc…
SAN ANTONIO, September 18, 2026--(BUSINESS WIRE)--Valero Energy Corporation (NYSE: VLO, "Valero") announced today that Matt Audette has been elected as an independent director to Valero's board of directors (the "Board") and has joined the…
1 Financials Stock to Target This Week and 2 Facing Headwinds Financial firms serve as the backbone of the economy, providing essential services from lending and investment management to risk management and payment processing. These compan…
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Last month, Sierra Ridge Advisor Group, a Roseville, Calif.-based office of supervisory jurisdiction with about $2.1 billion in…