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LPL Financial Holdings Inc - LPLA STOCK NEWS

Welcome to our dedicated news page for LPL Financial Holdings (Ticker: LPLA), a resource for investors and traders seeking the latest updates and insights on LPL Financial Holdings.

Our selection of high-quality news articles is accompanied by an expert summary from Rhea-AI, detailing the impact and sentiment surrounding the news at the time of release, providing a deeper understanding of how each news could potentially affect LPL Financial Holdings's stock performance. The page also features a concise end-of-day stock performance summary, highlighting the actual market reaction to each news event. The list of tags makes it easy to classify and navigate through different types of news, whether you're interested in earnings reports, stock offerings, stock splits, clinical trials, fda approvals, dividends or buybacks.

Designed with both novice traders and seasoned investors in mind, our page aims to simplify the complex world of stock market news. By combining real-time updates, Rhea-AI's analytical insights, and historical stock performance data, we provide a holistic view of LPL Financial Holdings's position in the market.

News
LPL Financial’s Greg Gates Named Chief Technology Officer of the Year
Rhea-AI Summary
Greg Gates wins Chief Technology Officer of the Year award from WealthManagement.com's 2023 industry awards program for his efforts in enhancing LPL's technology platforms.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.95%
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none
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News
LPL Financial Reports Monthly Activity for August 2023
Rhea-AI Summary
LPL Financial reports decrease in total advisory and brokerage assets for August 2023.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.95%
Tags
earnings
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News
LPL Financial Highlights Progress of Liquidity & Succession Program
Rhea-AI Summary
LPL Financial announces updates on its Liquidity & Succession offering, allowing advisors to monetize their business while maintaining their brand and client service model. The program supports advisors planning to retire within 3-7 years and offers competitive valuation and support. It aims to ensure the continuation of independence and create opportunities for the next generation of advisors.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-0.34%
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none
News
Financial Advisor Aaron Cizon Joins Linsco by LPL Financial
Rhea-AI Summary
Financial advisor Aaron Cizon joins LPL Financial, launching Cizon Group Wealth Management with $175 million in assets. He seeks more autonomy and flexibility in running his business. LPL's support allows advisors to manage their practices independently while putting clients' interests first.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.41%
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none
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News
The Francis Group at LPL Launches in California by Joining LPL Strategic Wealth Services
Rhea-AI Summary
Burke Francis and Christopher Francis join LPL Financial to launch The Francis Group, bringing $1.2 billion in assets. They chose LPL's supported independence model and will benefit from LPL's resources and digital capabilities.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-0.23%
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none
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News
Father-Son Financial Advisors Michael and Wes Climer Join Linsco by LPL Financial
Rhea-AI Summary
LPL Financial LLC welcomes Michael Climer and Wes Climer to launch Climer Wealth Management Group, having served approximately $280 million in assets. They chose LPL for its cultural fit, tools, and resources, and the freedom to focus on clients' best interests. They join Linsco by LPL Financial's employee advisor model for independence and access to wealth management platform and business resources. LPL extends a warm welcome to the Climer team and looks forward to a long-lasting relationship.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-0.67%
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none
News
FINANCIAL RESOURCES GROUP ANNOUNCES PARTNERSHIP WITH KERRIGAN GROUP AND WINONA WEALTH MANAGEMENT
Rhea-AI Summary
Financial Resources Group partners with Kerrigan Group and Winona Wealth Management, bringing $336 million in assets. Kerrigan Group highlights technology and human capital as factors for joining. Winona Wealth Management chose Financial Resources Group for maintaining high-level service. LPL Financial welcomes the teams and emphasizes commitment to providing advisors with the right tools.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.52%
Tags
partnership
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News
LPL Financial Welcomes Validus Financial Associates
Rhea-AI Summary
Validus Financial Associates joins LPL Financial, bringing $800 million in assets. They chose LPL for enhanced client experiences and technology capabilities. The team aims to continue growing and giving back to the community.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.52%
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none
-
News
Financial Advisors Ed Winegar and Gregory Berg Join Linsco by LPL Financial
Rhea-AI Summary
Ed Winegar and Gregory Berg join LPL Financial to launch Winegar Berg Wealth Management, bringing $205 million in assets from Merrill Lynch. They offer personalized financial planning for high-net-worth families and professionals. They chose LPL for more autonomy and enhanced client experiences.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-0.42%
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none
News
LPL Financial Welcomes Legacy Wealth Advisors, Inc.
Rhea-AI Summary
Legacy Wealth Advisors, Inc. joins LPL Financial's platforms with $280 million in assets
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-1.2%
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none
Stock LPLA logo
LPL Financial Holdings Inc

Nasdaq:LPLA

LPLA Rankings

#513 Ranked by Market Cap
#2923 Ranked by Stock Gains
#2006 Ranked by Dividends

LPLA Stock Data

19.51B
73.83M
0.68%
96.18%
1.69%
Investment Advice
Finance and Insurance
Link
US
San Diego

About LPLA

lpl financial, a wholly owned subsidiary of lpl financial holdings inc. (nasdaq:lpla), is a leader in the retail financial advice market and currently serves $462 billion in advisory and brokerage assets. lpl is one of the fastest growing ria custodians and is the nation's largest independent broker-dealer (based on total revenues, financial planning magazine june 1996-2015). the company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. advisors associated with lpl also service an estimated 40,000 retirement plans with an estimated $115 billion in retirement plan assets, as of september 30, 2015. lpl also supports approximately 4,300 financial advisors licensed and affiliated with insurance companies with customi