LPL Financial

LPL Financial

Yahoo Finance • 5 days ago

LPL Financial Holdings (LPLA) Could Be 15% Undervalued After Its July Asset Update

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. LPL Financial Holdings (LPLA) has drawn renewed attention to its s... Full story

Yahoo Finance • 6 days ago

LPL Financial Reports Monthly Activity for July 2026

LPL Financial Holdings, Inc. SAN DIEGO, Aug. 20, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the "Company") today released its monthly activity report for July 2026. Total client assets at the end of July were $2... Full story

Yahoo Finance • 10 days ago

FINNY AI Rolls Out 'Pay-as-You-Grow' Pricing Model

Finny co-founders (L-R): Theodore Janson, Eden Ovadia and Victoria Toli You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. FINNY AI, the artificial intelligence-powered growth a... Full story

Yahoo Finance • 12 days ago

3 Big Reasons to Love LPL Financial (LPLA)

3 Big Reasons to Love LPL Financial (LPLA) LPL Financial trades at $371.51 and has moved in lockstep with the market. Its shares have returned 12.6% over the last six months while the S&P 500 has gained 13.5%. Is now a good time to buy L... Full story

Yahoo Finance • 12 days ago

Deals & Moves: Cetera Snags Commonwealth Duo Overseeing $420M

Tucker Bria Wealth Strategies You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Cetera Financial Group has added financial advisors Jim Tucker and Patrick Bria, along with thei... Full story

Yahoo Finance • 15 days ago

Merit Financial Advisors Acquires $900M Commonwealth Team

Matthew Dupon You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Merit Financial Advisors, an Alpharetta, Ga.-based hybrid registered investment advisor overseeing $30.1 billion... Full story

Yahoo Finance • 16 days ago

CFO4Life's Leaders Accuse Focus Financial of 'Bullying' Tactics

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. The principals of a Focus Financial partner firm are accusing the RIA aggregator of "bullying" tactics to obtain business infor... Full story

Yahoo Finance • 21 days ago

LPL and Private Advisor Group Welcome Paxel Financial Consulting

LPL Financial Holdings, Inc. SAN DIEGO, Aug. 06, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Paxel Financial Consulting have joined LPL Financial's broker-dealer and Registered Investment Advi... Full story

Yahoo Finance • 27 days ago

LPL Financial Announces Second Quarter 2026 Results

Key Financial Results Net income was $379 million, translating to diluted earnings per share ("EPS") of $4.74, up 39% from a year ago Adjusted EPS* increased 29% year-over-year to $5.84 Gross profit* increased 24% year-over-year to $1,61... Full story

Yahoo Finance • 28 days ago

LPL Welcomes Advisors Frank Patton and Kimberlee Mott of PacK Financial to Balmville Wealth Group

LPL Financial Holdings, Inc. SAN DIEGO, July 30, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Frank Patton and Kimberlee Mott of PacK Financial have joined Balmville Wealth Group, an LPL-aligned wealt... Full story

Yahoo Finance • 30 days ago

LPL Financial’s Latitude Unifies Technology Built for the Future of Advice 

SAN DIEGO, July 28, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced LPL Latitude, the company’s unified technology experience that connects the firm’s capabilities across data, cybersecurity, infrastructure resiliency, artific... Full story

Yahoo Finance • last month

Wall Street Sees an Early Autumn Pullback While Keeping the Bull Market Intact

Morgan Stanley’s Mike Wilson expects stocks to stumble through the seasonally weak late-summer months before a broader rally lifts the S&P 500 to 8,000 by year-end. Continue Reading... Full story

Yahoo Finance • last month

1 Mid-Cap Stock with Exciting Potential and 2 We Turn Down

1 Mid-Cap Stock with Exciting Potential and 2 We Turn Down Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corp... Full story

Yahoo Finance • last month

LPL Financial Welcomes Buell Wealth Management

LPL Financial Holdings, Inc. SAN DIEGO, July 15, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Buell Wealth Management have joined LPL Financial's broker-dealer and Registered Investment Advisor... Full story

Yahoo Finance • 2 months ago

LPL Financial (LPLA) Declined Amid Structural Fee Pressure and AI Disruption

Bell Global Equities Fund, managed by Bell Asset Management, released its May investor update. A copy of the letter can be downloaded here. The global equity market continued its rally in May, driven by accelerating AI infrastructure spend... Full story

Yahoo Finance • 2 months ago

LPL Financial (LPLA) Adds $6 Billion Hybrid RIA And Two Advisor Teams

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. LPL Financial Holdings (NasdaqGS:LPLA) is expanding its growth strategy through the addition of high profile advisors and t... Full story

Yahoo Finance • 2 months ago

Cypress Point Wealth Partners Joins LPL’s Independent Advisor Network

LPL Financial Holdings, Inc. SAN DIEGO, July 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Brian Lubel, CFP®, CLU®, ChFC®, has affiliated with LPL Financial's supported independence model, LPL Indep... Full story

Yahoo Finance • 2 months ago

William Blair updates conviction list: Oracle in, Meta out and more

[Technology background image, graph, displaying analytical data about stock trading.] Donny DBM William Blair added Oracle (ORCL [https://seekingalpha.com/symbol/ORCL]), American Express (AXP [https://seekingalpha.com/symbol/AXP]), Ecolab... Full story

Yahoo Finance • 2 months ago

Which Financial Stocks Actually Benefit When Interest Rates Stay High?

Key Points Banks see wider net interest margins from higher rates. Insurance companies can earn more interest on collected premiums. Brokerages can earn more on cash they hold for clients.These 10 stocks could mint the next wave of millio... Full story

Yahoo Finance • 2 months ago

LPL Welcomes McCormick Private Wealth to Linsco

LPL Financial Holdings, Inc. SAN DIEGO, June 30, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Wayne McCormick, CFP®, CHFC® has joined Linsco by LPL Financial to launch McCormick Private Wealth. He repo... Full story