LPL Financial

LPL Financial

Yahoo Finance • 3 days 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 • 4 days 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 • 4 days 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 • 11 days 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 • 12 days 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 • 12 days 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

Yahoo Finance • 17 days ago

LPL Welcomes NorthStar Wealth Advisory

LPL Financial Holdings, Inc. SAN DIEGO, June 25, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Ronald White has launched a new independent practice, NorthStar Wealth Advisors, with support from Good Lif... Full story

Yahoo Finance • 23 days ago

3 Market-Beating Stocks with Competitive Advantages

3 Market-Beating Stocks with Competitive Advantages Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years... Full story

Yahoo Finance • 25 days ago

LPL Financial (LPLA): Buy, Sell, or Hold Post Q1 Earnings?

LPL Financial (LPLA): Buy, Sell, or Hold Post Q1 Earnings? Over the last six months, LPL Financial's shares have sunk to $303.41, producing a disappointing 14.7% loss - a stark contrast to the S&P 500's 12.4% gain. This may have investors... Full story

Yahoo Finance • 25 days ago

LPL Financial Welcomes Daniel Zacharias to Decorum Wealth Management

SAN DIEGO, June 17, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Daniel Zacharias has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform, aligned with Decorum Wealth... Full story

Yahoo Finance • 26 days ago

LPL Financial Reports Monthly Activity for May 2026

SAN DIEGO, June 16, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”) today released its monthly activity report for May 2026. Total client assets at the end of May were $2.55 trillion, an increase of $... Full story

Yahoo Finance • last month

Is It Time To Reassess LPL Financial Holdings (LPLA) After Its Recent Share Price Slide?

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. This article examines whether LPL Financial Holdings stock is starting to look attractive or still pricing in plenty of opt... Full story

Yahoo Finance • last month

Osaic Welcomes $300 Million Firm, Neville & Associates

Family-run advisory firm serving multi-generational clients joins Osaic from LPL Financial SCOTTSDALE, Ariz., June 04, 2026--(BUSINESS WIRE)--Osaic, Inc.("Osaic"), one of the nation’s largest providers of wealth management strategies, tod... Full story

Yahoo Finance • last month

LPL Financial Welcomes Align Private Wealth

LPL Financial Holdings, Inc. SAN DIEGO, June 04, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Scott Gilliam, CFP® and Travis Blessing, AIF®, have launched a new independent practice, Align Private Wea... Full story

Yahoo Finance • last month

What to Know About This New $83 Million Virtu Financial Position

Azora Capital disclosed a new stake in Virtu Financial(NYSE:VIRT) in its May 15, 2026, SEC filing, acquiring 1,880,990 shares in a transaction estimated at $73.26 million based on the quarterly average price. What happened According to i... Full story

Yahoo Finance • last month

Is LPL Financial Holdings (LPLA) One of the Best Wide Moat Stocks to Buy According to Wall Street Analysts?

LPL Financial Holdings Inc. (NASDAQ:LPLA) is one of the Best Wide Moat Stocks to Buy According to Wall Street Analysts. On May 21, the company released its monthly activity report for April 2026, with total client assets at the end of the... Full story

Yahoo Finance • last month

Analysts Swear 9 S&P 500 Stocks Will Double Profit Estimates

Analysts are getting a much better idea of what 2026 S&P 500 profit will look like. And it's a whole lot brighter for some companies. Continue Reading... Full story

Yahoo Finance • 2 months ago

LPL Financial Welcomes Soundview Wealth Management, LLC

SAN DIEGO, May 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Michael Stevenson, David Johnson and Nikko Gronhovd, CFP® of Soundview Wealth Management, LLC, have joined LPL Financial’s broker-deale... Full story

Yahoo Finance • 2 months ago

AI Could Kill the Brokerage Industry’s Cash Cow

Shares of Charles Schwab and other firms have swooned on concerns that AI tools could erode the profit they derive from cash that clients hold in so-called sweep accounts. Continue Reading... Full story

Yahoo Finance • 2 months ago

LPL Financial Welcomes Cebert Wealth Advisors

SAN DIEGO, May 20, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Cebert Wealth Advisors have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team repo... Full story