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Third Point Sells Position In Alibaba Group; Bausch Health Companies; Brookfield Corporation; Casey's General Stores; Chipotle Mexican Grill; Comfort Systems USA; Constellation Energy; CoStar Group; CSX Corporation; Danaher Corporation; Kenvue; LPL F...
15.05.2026 16:32
- 13F Filing
LPL Financial Welcomes Fifteen: 22 Financial Partners
14.05.2026 08:55
SAN DIEGO, May 14, 2026 -- LPL Financial LLC announced today that the financial advisors of Fifteen:22 Financial Partners have joined LPL Financial’s broker-dealer and Registered Investment...
LPL Financial Wins Two Stevie Awards for Innovation in Artificial Intelligence
14.05.2026 08:05
SAN DIEGO, May 14, 2026 -- LPL Financial LLC today announced that it has been recognized with two Stevie® Awards in the 2026 American Business Awards®, honoring the firm’s leadership in...
LPL Financial Holdings Inc. (LPLA) Q1 2026 Earnings Call Transcript
01.05.2026 03:11
LPL Financial Holdings Inc. (LPLA) Q1 2026 Earnings Call April 30, 2026 5:00 PM EDTCompany ParticipantsRichard Steinmeier - CEO & DirectorMatthew...
LPL Financial Launches Military Deployment Practice Continuation Program
28.04.2026 09:02
SAN DIEGO, April 28, 2026 -- LPL Financial LLC today announced the launch of its Military Deployment Practice Continuation Program, a new support framework designed to help eligible LPL-affiliated...
LPL Financial Welcomes Advisor Greg Selg
28.04.2026 08:57
SAN DIEGO, April 28, 2026 -- LPL Financial LLC announced today that Greg Selg, MBA, has joined LPL Financial’s broker-dealer and Registered Investment Advisor platform. Selg reported serving...
Texas Wealth Solutions Joins LPL’s Independent Advisor Network
15.04.2026 08:55
SAN DIEGO, April 15, 2026 -- LPL Financial LLC announced today that financial advisor Brian Bogue, CWS®, CRC®, has launched Texas Wealth Solutions through affiliation with LPL Financial’s...
LPL Financial Leads Acquisition of Mariner Advisor Network
14.04.2026 09:21
Private Advisor Group to Acquire Hybrid RIA BusinessSAN DIEGO, April 14, 2026 -- LPL Financial Holdings Inc. , today announced that the firm has entered into a definitive purchase agreement to...
LPL Financial Holdings Inc (NASDAQ:LPLA) Presents a Compelling Growth and Breakout Opportunity
23.03.2026 13:11
LPL Financial Holdings (LPLA) combines strong fundamental growth with a technical breakout setup, presenting a potential opportunity for investors.
AI Anxiety Rattles Wall Street's Old Guard
11.02.2026 06:07
While the Dow Jones managed to notch another record high, the broader market felt the chill of "AI creep" as investors began dumping financial stocks over fears of automation. Coupled with a massive $8.2 billion loss at Ford and lukewarm retail data, the day served as a stark reminder that the AI revolution is now coming for the service sector's bottom line.
LPL Financial: Shifting Gear Into Neutral This Time, As Overvaluation Overshadows Growth (Downgrade)
07.02.2026 11:02
PGIM Jennison Financial Services Fund Q3 2025 Contributors And Detractors
13.11.2025 14:26
The PGIM Jennison Financial Services Fund advanced but underperformed the 3.4% return of the S&P 1500 Financials index during the quarter. Read more here.
LPL Financial Holdings' (NASDAQ:LPLA) five-year earnings growth trails the fantastic shareholder returns
04.11.2025 11:00
For many, the main point of investing in the stock market is to achieve spectacular returns. And we've seen some truly...
Gallagher Financial Joins Osaic, Bringing $194M in Client Assets
28.10.2025 13:00
SCOTTSDALE, Ariz., October 28, 2025--Osaic, Inc. ("Osaic"), one of the nation’s largest providers of wealth management strategies, today announced the affiliation of Gallagher Financial Services ("Gallagher Financial"), an independent wealth management firm based in St. Paul, Minn. Led by Mark Gallagher, Certified Financial Planner™ (CFP®) and Chartered Advisor in Philanthropy (CAP®), Gallagher Financial manages approximately $194 million in client assets.
LPL Financial Welcomes Edge Wealth Advisory Group
28.10.2025 12:55
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 serving approximately $200 million in advisory, brokerage and retirement plan assets* and join LPL from Raymond James. With offices located near the Austin, Texas area in Granite Shoals and Gonzales, the team consists of father-son duo John Edgecomb and Robb Edgecomb
This Brokerage Stock Looks Like a Bargain Compared With Rival Firms
17.10.2025 15:55
LPL Financial stock is trading at a discount to competitors and Morningstar thinks the stock can soar.
Raymond James Adds $1.1B San Diego Team From Commonwealth
09.10.2025 17:53
The Manning Companies, a San Diego-based team of five advisors, has left Commonwealth after 15 years.
Stratos Wealth Holdings Appoints Charis Jones as Chief Operating Officer
09.10.2025 16:14
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, as well as Stratos Investment Management, the firm's affiliated sub-advisor.