LPL Financial

Yahoo Finance • 9 days ago

LPL Financial Reports Monthly Activity for October 2025

SAN DIEGO, Nov. 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for October 2025. Total advisory and brokerage assets at the end of October were $2.35 t... Full story

Yahoo Finance • 10 days ago

LPL Stakes $41B Super OSJ Private Advisor Group

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. LPL Financial has acquired a minority stake in Private Advisor Group, the Morristown, N.J.-based registered investment advisor... Full story

Yahoo Finance • 10 days ago

LPL Financial Welcomes Longstreet Wealth Management

SAN DIEGO, Nov. 19, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the partners of Longstreet Wealth Management have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported s... Full story

Yahoo Finance • 12 days ago

Should You Hold LPL Financial Holdings (LPLA)?

Baron Funds, an investment management company, released its “Baron FinTech Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, the fund fell 4.29% (Institutional Shares) compared to... Full story

Yahoo Finance • 15 days ago

$20B Merit Hires Advisor Liaison, 401(k) Plan Expert

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Merit Financial Advisors, an Atlanta-based hybrid advisory firm with $20 billion in client assets, has hired new senior leaders... Full story

Yahoo Finance • 17 days ago

Baron Technology Fund adds Lumentum and Arista, exits CyberArk and Reddit

[Annual report under review] Willie B. Thomas Baron Technology Fund gained during the quarter but underperformed its benchmark, the MSCI ACWI Information Technology Index. The fund initiated a position in Lumentum Holdings (LITE [https:/... Full story

Yahoo Finance • 17 days ago

LPL Financial Launches Cash Management Account to Seamlessly Integrate Banking and Investing

SAN DIEGO, Nov. 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced the launch of its Cash Management Account (CMA), a solution designed to simplify clients’ financial lives by integrating tr... Full story

Yahoo Finance • 20 days ago

Valuation worries, record-long government shutdown hang over markets: What to watch this week

After another jam-packed week of news and earnings, the earnings and economic calendar suggests a tamer five-day stretch awaits investors in the week ahead. Tech stocks this past week had one of their worst stretches of the year, with dec... Full story

Yahoo Finance • 22 days ago

Week’s Best: The Best (and Worst) U.S. States for Taxes

The Tax Foundation put Wyoming at the top of its annual ranking of states based on the favorability of their tax policies. The bottom spot went to New York. Wyoming, like No. 2 South Dakota, has no corporate or individual income tax. Cont... Full story

Yahoo Finance • last month

LPL Financial Welcomes Edge Wealth Advisory Group

SAN DIEGO, Oct. 28, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the partners of Edge Wealth Advisory Group have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported ser... Full story

Yahoo Finance • last month

Can Advisor Departures and Legal Disputes Reshape LPL Financial’s (LPLA) Retention and Growth Narrative?

In recent days, LPL Financial Holdings has seen multiple advisor teams depart for competitors and is now facing a lawsuit from First Tech Federal Credit Union alleging misappropriation of trade secrets related to approximately US$520 milli... Full story

Yahoo Finance • last month

Experienced Team With Over $110 Million in Assets Joins Ameriprise Financial For Client-First Culture, Technology and Robust Solutions

Ameriprise welcomes JMOD Financial Services, led by financial advisor Joe Kelly, from LPL Financial MINNEAPOLIS, October 16, 2025--(BUSINESS WIRE)--Financial advisory practice JMOD Financial Services recently joined the independent channe... Full story

Yahoo Finance • last month

Artisan Mid Cap Fund Sold Its Stake in LPL Financial Holdings (LPLA) in Q3

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Global equity markets continued their strength in the third quarter, e... Full story

Yahoo Finance • 2 months ago

LPL Financial Welcomes Paddock and Pine Wealth Partners to Linsco Channel

SAN DIEGO, Oct. 14, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Stephen Carleton and Tom Niles have joined LPL’s employee advisor channel, Linsco by LPL Financial to launch Paddock and Pine Wealth P... Full story

Yahoo Finance • 2 months ago

'There Is A Bigger Risk,' Why Americans' Stock Holdings Have Some Economists Worried

Americans' stock holdings are at an all-time high, a trend that has proved positive as the markets have continued to climb. However, experts are now warning that this has left many overly exposed to a potential slump. Direct and indirect... Full story

Yahoo Finance • 2 months ago

LPL Financial Announces Third Quarter 2025 Earnings Release Date and Conference Call

SAN DIEGO, Oct. 09, 2025 (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 results after the market closes... Full story

Yahoo Finance • 2 months ago

Stratos Wealth Holdings Appoints Charis Jones as Chief Operating Officer

BEACHWOOD, Ohio, Oct. 9, 2025 /PRNewswire/ -- Stratos Wealth Holdings today announced the appointment of Charis Jones as Chief Operating Officer, Head of Supervision, overseeing the firm's Advisory Operations and Supervision Departments, a... Full story

Yahoo Finance • 2 months ago

LPL Financial Holdings Inc. (LPLA): A Bull Case Theory

We came across a bullish thesis on LPL Financial Holdings Inc. on investing subreddit by InternationalTop4495. In this article, we will summarize the bulls’ thesis on LPLA. LPL Financial Holdings Inc.'s share was trading at $336.52 as of S... Full story

Yahoo Finance • 2 months ago

Dorman Products Becomes Oversold (DORM)

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the R... Full story

Yahoo Finance • 2 months ago

LPL Financial Welcomes Flowers-Bradley Wealth Management to Linsco Channel

SAN DIEGO, Oct. 07, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Justin Flowers and Wally Bradley have joined LPL’s employee advisor channel, Linsco by LPL Financial to launch Flowers-Bradley Wealth... Full story