LPL Financial

LPL Financial

Yahoo Finance • 2 days ago

Week’s Best: Fidelity’s Higher Minimum for RIAs

Here is our weekly roundup of the most-read articles at Barron’s Advisor. Continue Reading... Full story

Yahoo Finance • 2 days ago

LPL Financial (LPLA) Stock Still Looks Cheap Following Its 97% Five Year Run

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... Full story

Yahoo Finance • 3 days ago

A New List of Best Investing Quotes. Plus, Women Advisors on the Move.

In our monthly newsletter focusing on women financial advisors, we highlight a coming book that includes wisdom from top women investors. Continue Reading... Full story

Yahoo Finance • 5 days ago

LPL Financial Announces Third Quarter 2026 Earnings Release Date and Conference Call

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 resu... Full story

Yahoo Finance • 5 days ago

Wells Fargo Financial Advisor Team That Oversaw $1.1 Billion Jumps to LPL Financial

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... Full story

Yahoo Finance • 6 days ago

LPL Financial Welcomes Praxis Financial Partners

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... Full story

Yahoo Finance • 16 days ago

Week’s Best: Top Dividend Stocks for a Rocky Market

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... Full story

Yahoo Finance • 17 days ago

LPL Financial Recruits Advisors With More Than $1.4 Billion in Assets

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... Full story

Yahoo Finance • 17 days ago

Prudential Advisors is now Prudential Wealth Advisors

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 P... Full story

Yahoo Finance • 18 days ago

US Stock Market Today S&P 500 Futures Steady As Rate Jitters Meet Softer Oil

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... Full story

Yahoo Finance • 20 days ago

Concurrent Expands in Houston, Tops $23B in Assets

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 plat... Full story

Yahoo Finance • 21 days ago

3 Financial Stocks Benefiting From Higher Cash Yields and Money Market Demand

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... Full story

Yahoo Finance • 23 days ago

1 Financials Stock to Target This Week and 2 Facing Headwinds

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 compa... Full story

Yahoo Finance • 26 days ago

Claude for Financial Advisors Sparks Debate Among Analysts, Tech Providers

Michael M. Santiago/Getty Images News/Getty Images You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. The news that the giant AI technology provider Anthropic launched Claude fo... Full story

Yahoo Finance • 26 days ago

3 Market-Beating Stocks on Our Watchlist

3 Market-Beating Stocks on Our Watchlist The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the leg... Full story

Yahoo Finance • 29 days ago

LPL Financial Group Managing Director Sells 308 Shares for $110,100

Aneri Jambusaria, Group Managing Director at LPL Financial Holdings (NASDAQ:LPLA), executed a sale of 308 shares of common stock on Aug. 27, 2026, as disclosed in a recent SEC Form 4 filing. Transaction summary Metric Value Transaction v... Full story

Yahoo Finance • 29 days ago

1 of Wall Street’s Favorite Stocks for Long-Term Investors and 2 We Find Risky

1 of Wall Street's Favorite Stocks for Long-Term Investors and 2 We Find Risky Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it's important to remain skeptical... Full story

Yahoo Finance • 30 days ago

Former LPL Financial Boss Dan Arnold Joins Wealthtech Firm

Dan Arnold, the former CEO of LPL Financial who was ousted for unspecified reasons, has taken a role as executive chairman of the board at Stirlingshire Investments, a New York-based wealth manager and technology provider. Stirlingshire... Full story

Yahoo Finance • 30 days ago

Deals & Moves: RFG Advisory Oversees RIA Merger to Form $750M WFA Volare

The WFA Volare team You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. RFG Advisory, a Birmingham, Ala.-based registered investment advisor platform nearing $9 billion in client... Full story

Yahoo Finance • last month

Charles Schwab, Robinhood In Or Near Buy Zones But Interactive Brokers Triggers A Sell Signal

Charles Schwab stock, along with Robinhood Markets, Ameriprise and LPL Financial, are in or near buy zones in the ongoing stock market action. Continue Reading... Full story