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.
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.
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End-of-Day
-0.23%
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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.
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End-of-Day
-0.67%
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News
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.
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Rhea-AI Sentiment
End-of-Day
0.52%
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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.
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End-of-Day
0.52%
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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.
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Rhea-AI Sentiment
End-of-Day
-0.42%
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Legacy Wealth Advisors, Inc. joins LPL Financial's platforms with $280 million in assets
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-1.2%
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LPL Financial welcomes new advisors with $350 million in assets, launching BW Wealth Management
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0.13%
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Greg Gates, managing director and chief technology & information officer at LPL Financial, was named CharlotteCIO CIO of the Year by the Carolina CIO ORBIE Awards. Gates spearheaded LPL's efforts to reimagine their digital platform and technological infrastructure, delivering next-generation solutions for financial advisors and institutions. LPL's technology transformation includes digitized experiences, a hybrid cloud architecture model, and tools to solve advisors' and institutions' needs. Gates oversees technology infrastructures that serve LPL's nearly 22,000 financial advisors, representing over $1.1 trillion of assets under management.
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Rhea-AI Sentiment
End-of-Day
-1.53%
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Megan M. Stirrat and Tenley Y. Hardt have joined LPL Financial to launch Revel Private Wealth, having served approximately $325 million in assets. They specialize in helping women in transition and those in the sports and entertainment industry. The advisors chose LPL's supported independence model for its flexibility and support. LPL Strategic Wealth Services provides ongoing operations support and integrated wealth management platform. The advisors are excited about the future of Revel Private Wealth.
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Rhea-AI Sentiment
End-of-Day
1.1%
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Prudential Financial and LPL Financial announce strategic relationship agreement to enhance customer experience and accelerate growth
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Rhea-AI Sentiment
End-of-Day
2.35%
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LPL Financial Holdings Inc.
Nasdaq:LPLA
LPLA Rankings
LPLA Stock Data
20.10B
73.83M
0.68%
96.18%
1.69%
Investment Advice
Finance and Insurance
United States of America
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