LPL Financial

Yahoo Finance • 2 days ago

$25B Integrated Partners Launches Division Focused on Business Owners

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Integrated Partners, a Boston-based registered investment advisor and office of supervisory jurisdiction of LPL Financial, has... Full story

Yahoo Finance • 6 days ago

Week’s Best: This Is Hazel, the AI Tool That Rocked Markets

Earlier this month, a tax-planning update to Hazel spooked investors, who saw signs that human advisors wouldn’t be able to compete with AI. Shares of incumbent wealth management companies such as Charles Schwab LPL Financial and Ameripris... Full story

Yahoo Finance • 8 days ago

Steve Mandel's Strategic Moves: Meta Platforms Inc. Exit Impacts Portfolio by -7.07%

This article first appeared on GuruFocus. Exploring the Fourth Quarter 2025 13F Filing of Lone Pine Capital Steve Mandel (Trades, Portfolio) recently submitted the 13F filing for the fourth quarter of 2025, providing insights into his in... Full story

Yahoo Finance • 13 days ago

Trucking stocks take hit over release of new AI freight tool

Morning Brief Host Julie Hyman and Yahoo Finance Markets and Data Editor Jared Blikre address how Algorhythm Holdings' (RIME) latest AI-powered freight shipping tool ended up dragging the broader transportation (^DJT) sector lower. To wat... Full story

Yahoo Finance • 13 days ago

AI Fears Hit Charles Schwab and Other Financial Stocks. The Case for Buying Now.

Recent AI news has taken its toll on financial stocks. The market reaction is creating some buying opportunities. Continue Reading... Full story

Yahoo Finance • 14 days ago

Analysis-For stock market, AI turns from lifting all boats to sinking ships

By Lewis Krauskopf NEW YORK, Feb 12 (Reuters) - Investors are discovering that the artificial intelligence landscape is not just fertile ground for stocks -- it is also a minefield. Enthusiasm about AI's profitability has fueled the U.S.... Full story

Yahoo Finance • 14 days ago

LPL Financial Welcomes Sound Wealth

SAN DIEGO, Feb. 12, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Curt Pederson and Britt Saylor of Sound Wealth have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platf... Full story

Yahoo Finance • 15 days ago

US Equity Indexes Mixed as AI Tool Pressure Financials While Growth in Holiday Season Retail Sales Stalls

US equity indexes were mixed on Tuesday as an artificial intelligence tool hit shares of capital mar PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premiu... Full story

Yahoo Finance • 15 days ago

Stock market today: Dow ekes out third straight record, S&P 500, Nasdaq slide with jobs report on deck

US stocks closed mixed on Tuesday, with the Dow notching third straight record close but the other indexes slipping after slower retail sales kicked off a flood of crucial economic data ahead of the closely watched monthly jobs report. Th... Full story

Yahoo Finance • 15 days ago

AI Disruption Fears Slam Charles Schwab, Wealth Managers

Altruist reveals an AI tax planning tool for wealth advisors, clients. Charles Schwab, Raymond James and related stocks tumbled Tuesday. Continue Reading... Full story

Yahoo Finance • 15 days ago

US Equity Indexes Mixed as AI Tool Hits Financials, Holiday Season Retail Sales Stall

US equity indexes traded mixed ahead of Tuesday's close as an artificial intelligence tool hit capit PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premiu... Full story

Yahoo Finance • 15 days ago

Wealth Manager Stocks Sink as Traders Flee Next AI Casualty

Bloomberg (Bloomberg) -- An artificial intelligence tool aimed at creating tax strategies sparked a selloff in wealth-management stocks Tuesday as investors fear the business could be at risk from automated advice. The innovation puts th... Full story

Yahoo Finance • 15 days ago

Wealth Management Stocks Take a Hit. Blame AI.

On guard for disruptive threats, investors appear quick to dump stocks they perceive to be threatened by developments in artificial intelligence. Continue Reading... Full story

Yahoo Finance • 15 days ago

Trump Says He 'Was Right About Everything,' Credits Tariffs For Dow Jones At 50,000, Predicts It Will Reach 100,000 By This Time

President Donald Trump hailed a historic Wall Street milestone Friday as the Dow Jones Industrial Average closed above 50,000 for the first time, a surge he attributed to his administration's aggressive trade policies. Presidential Victor... Full story

Yahoo Finance • 20 days ago

3 Stocks That May Be Undervalued By Market Estimates In February 2026

As February 2026 begins, U.S. stock markets have shown a strong start with major indices like the Dow Jones and S&P 500 ending sharply higher, reflecting investor optimism despite recent economic uncertainties such as delayed jobs data and... Full story

Yahoo Finance • 2 months ago

Oracle Corp Leads Harbor Capital Appreciation Fund's Strategic Moves in Q4 2025

This article first appeared on GuruFocus. Insightful Analysis of Harbor Capital Appreciation Fund (Trades, Portfolio)'s Latest Portfolio Adjustments Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test y... Full story

Yahoo Finance • 2 months ago

Summit Wealth Snags Commonwealth RIA Compliance Lead

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Summit Wealth Group, a team of 25 advisors that had decided to break away from Commonwealth Financial Network before LPL Financ... Full story

Yahoo Finance • 2 months ago

Bill Morrissey Exits LPL Financial Following Atria Integration

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Bill Morrissey, the head of the independent channel at Atria Wealth Solutions, has exited the firm, as LPL Financial continues... Full story

Yahoo Finance • 2 months ago

AI fears are fueling a welcomed stock market rotation away from Big Tech

This is The Takeaway from today's Morning Brief, which you can sign up to receive in your inbox every morning along with: What we're watching What we're reading Economic data releases and earnings A trading week that ended with a thud al... Full story

Yahoo Finance • 3 months ago

LPL Welcomes Forest Lake Wealth Partners to Linsco

SAN DIEGO, Dec. 11, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Melissa Mirabile has joined LPL’s employee advisor channel Linsco by LPL Financial to launch Forest Lake Wealth Partners. She reported... Full story