Welcome to our dedicated page for Lpl Financial news (Ticker: LPLA), a resource for investors and traders seeking the latest updates and insights on Lpl Financial stock.
LPL Financial Holdings Inc. (Nasdaq: LPLA) provides essential technology and support services to over 22,000 financial advisors nationwide. This page serves as the definitive source for official company announcements, financial results, and strategic developments.
Access real-time updates including quarterly earnings disclosures, regulatory filings, and technology initiatives that shape the advisor-mediated wealth management landscape. Our curated collection ensures investors and professionals stay informed about operational milestones, partnership agreements, and compliance updates critical to understanding LPLA's market position.
Explore press releases covering advisor recruitment trends, platform enhancements, and industry thought leadership. All content is sourced directly from LPL Financial's corporate communications, maintaining factual accuracy and regulatory compliance.
Bookmark this page for streamlined access to LPLA's financial narrative. For historical context, combine these updates with our detailed company profile analyzing LPLA's broker-dealer business model and competitive differentiators.
LPL Financial (NASDAQ:LPLA) reported strong Q2 2025 financial results with net income of $273 million and diluted EPS of $3.40, up 5% year-over-year. The company achieved significant growth with total advisory and brokerage assets increasing 28% to $1.9 trillion.
Key highlights include adjusted EPS growth of 16% to $4.51, gross profit increase of 21% to $1.3 billion, and organic net new assets of $21 billion. The company announced the completion of Atria's conversion to LPL's platform and expects to close the Commonwealth acquisition, which manages approximately $305 billion in assets, on August 1, 2025.
LPL also received a BBB investment grade rating from Fitch and declared a quarterly dividend of $0.30 per share. The company lowered its 2025 Core G&A outlook while adjusting for Commonwealth acquisition costs.
LPL Financial (NASDAQ:LPLA) has announced that ProsperLane Financial, a mother-son team managing approximately $250 million in assets, has joined LPL's broker-dealer and RIA platform. The team consists of Sheri Johnston, CFP® (formerly with Edward Jones) and Jason Hotzler (previously with Thrivent Investment Management), who together bring over 25 years of experience.
Based near Minneapolis, ProsperLane Financial specializes in serving young professionals, small businesses, and family-run firms. The team chose LPL for its enhanced technology offerings and succession planning support. LPL Financial currently supports over 29,000 financial advisors and approximately 1,200 financial institutions, with approximately $1.8 trillion in brokerage and advisory assets under management.
LPL Financial (NASDAQ:LPLA) has announced that financial advisors Jared Black and Richard Brokaw have joined their employee advisor channel, Linsco by LPL Financial, to launch Wyoming Asset Advisors. The team, transitioning from Wells Fargo Advisors, brings approximately $400 million in advisory, brokerage and retirement plan assets under management.
Based in Cheyenne, Wyoming, the advisors bring over 65 years of combined experience and have worked together for more than three decades. The move to LPL's Linsco platform provides them with greater autonomy, flexibility, and access to LPL's integrated wealth management platform while maintaining ownership of their client relationships.
LPL Financial currently supports over 29,000 financial advisors and approximately 1,200 financial institutions, with approximately $1.8 trillion in brokerage and advisory assets under custody and servicing around 7 million Americans.
LPL Financial (NASDAQ:LPLA) announced that Gallagher Wealth Management has joined its broker-dealer, RIA, and custodial platforms, transitioning from Lincoln Investment. The team, led by Kevin Gallagher, AIF®, reported approximately $180 million in advisory, brokerage and retirement plan assets.
Located in Brookeville, Maryland, Gallagher Wealth Management specializes in serving federal employees and military members. The team includes U.S. Army veteran James Horris, Brandon Hsia, Leslie Weigand, and support staff. The move to LPL was driven by their desire for greater autonomy, enhanced technology capabilities, and operational efficiency.
LPL Financial currently supports nearly 29,000 financial advisors and approximately 1,200 financial institutions, with $1.8 trillion in brokerage and advisory assets under management serving approximately 7 million Americans.
LPL Financial (NASDAQ:LPLA) has announced the addition of Waznik Heike Group to its broker-dealer, RIA, and custodial platforms. The team, consisting of 11 financial advisors with over 100 years of combined experience, transitions from Osaic, bringing approximately $750 million in advisory, brokerage and retirement plan assets.
Led by partners Brad Waznik and John Heike, the Wisconsin-based firm operates across five locations including Menomonie, Durand, Superior, Eau Claire, and Rice Lake. The group specializes in retirement planning and wealth management, choosing LPL for its integrated technology, back-office support, and self-clearing capabilities.
LPL Financial currently supports nearly 29,000 financial advisors and approximately 1,200 financial institutions, with about $1.8 trillion in brokerage and advisory assets under management.
LPL Financial Holdings Inc. (Nasdaq: LPLA), a leading wealth management firm in the U.S., has scheduled its second quarter 2025 financial results announcement for Thursday, July 31, 2025, after market close. The company will host a conference call at 5 p.m. ET the same day to discuss the results.
LPL Financial currently supports over 29,000 financial advisors and approximately 1,200 financial institutions, managing about $1.8 trillion in brokerage and advisory assets for approximately 7 million Americans. The company provides various advisor affiliation models, investment solutions, and fintech tools for financial advisors and institutions.
[]LPL Financial (NASDAQ:LPLA) has announced that financial advisors Charlie Narmi and Theresa Rynaski have joined their employee advisor channel, Linsco by LPL Financial, to launch The Narmi Group Investment Management. The team, previously with Robert W. Baird & Co., brings approximately $870 million in advisory, brokerage and retirement plan assets to LPL.
Based in Omaha, Nebraska, the team serves young professionals, non-profit organizations, and retirement-focused clients. The transition was driven by their desire for greater autonomy, flexibility, and enhanced technology. Through Linsco, they gain access to LPL's integrated wealth management platform while maintaining independence in client relationships and practice management.
LPL Financial currently supports over 29,000 financial advisors and approximately 1,200 financial institutions, managing about $1.8 trillion in brokerage and advisory assets for approximately 7 million Americans.
LPL Financial (NASDAQ:LPLA) has released its Midyear Outlook 2025 report titled "Pragmatic Optimism, Measured Expectations," providing a comprehensive analysis of economic and market trends. The report, presented by Chief Investment Officer Marc Zabicki, anticipates slower economic growth and higher inflation in the second half of 2025.
Key forecasts include range-bound Treasury yields, potential market volatility, and opportunities in intermediate-term bonds. The outlook emphasizes the importance of diversification and tactical portfolio management amid ongoing policy uncertainties. LPL Financial, servicing $1.8 trillion in assets and supporting over 29,000 financial advisors, maintains a cautious yet opportunistic stance for the remainder of 2025.
LPL Financial (NASDAQ:LPLA) announced that Bell Wealth Partners has joined LPL Strategic Wealth Services, transitioning from Raymond James with approximately $450 million in advisory, brokerage and retirement plan assets. The father-son team of Robert Bell II and Keegan Bell, along with their staff, will operate from offices in Fairbanks, Alaska and Medford, Oregon.
The transition is driven by Bell Wealth Partners' goal to enhance client experiences and better serve the next generation of wealth. Through LPL's Strategic Wealth Services, the team gains access to comprehensive business support, including dedicated business strategists, marketing partners, CFO services, and administrative assistance, allowing them to focus on client relationships and practice growth.
LPL Financial (NASDAQ:LPLA) has announced that financial advisor Brandon Dixon-James, CFP®, has joined their platform to launch Resilient Wealth Management. Dixon-James, who previously served at Osaic, brings approximately $250 million in advisory, brokerage and retirement plan assets to LPL Financial.
Based in Fresno, California, Resilient Wealth Management was founded in 2020 and focuses on clients nearing or in retirement. The firm's team includes Director of Client Events Nicole James, Operations Associate Edith Corrales, and Front Office Representative Amelia Kitchens. Dixon-James cited LPL's integrated technology, self-clearing capabilities, and commitment to advisor inclusion programs as key factors in his decision to transition.
LPL Financial currently supports over 29,000 financial advisors and approximately 1,200 financial institutions, with approximately $1.8 trillion in brokerage and advisory assets under management on behalf of approximately 7 million Americans.
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