STOCK TITAN
  1. Home
  2. News
  3. LPLA

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 Welcomes Aero Capital
Rhea-AI Summary
LPL Financial LLC welcomes Brice Lowe and Bradley Moser, experienced financial advisors, who join from Stifel Financial to launch Aero Capital with LPL. They bring $150 million in assets under management and aim to provide comprehensive wealth management services. The move offers more resources, flexibility, and growth opportunities for the advisors.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.89%
Tags
none
-
News
LPL Financial Welcomes RFS Financial Services
Rhea-AI Summary
LPL Financial LLC welcomes RFS Financial Securities to its platforms, bringing $140 million in assets. The Texas-based practice, led by David Miller, focuses on client care and financial education. LPL's technology and resources attracted the team for a more strategic approach.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.55%
Tags
none
-
News
LPL Financial Welcomes Endeavor Wealth Strategies
Rhea-AI Summary
LPL Financial LLC welcomes financial advisor Seth Marshall and the Endeavor Wealth Strategies team to their platforms, bringing $515 million in advisory assets. Marshall, a former Marine, focuses on high-net-worth clients in Fort Wayne, Indiana. He chose LPL for its specialized resources and high-net-worth solutions. Exemplar Financial Network and LPL provide the support needed to serve complex clients. Marshall's return to LPL signifies his commitment to elevating client service and personalized attention.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-0.18%
Tags
none
News
Continuity Private Wealth launches with support from LPL Strategic Wealth Services
Rhea-AI Summary
LPL Financial LLC announced the launch of Continuity Private Wealth by advisors Debuque and Baltz, who bring $1 billion in assets from Merrill Lynch. The team focuses on high-net-worth clients, offering sophisticated estate and tax planning services. They joined LPL for more autonomy, access to high-net-worth resources, and the ability to follow a fiduciary standard. LPL's Strategic Wealth Services provide comprehensive support for advisors seeking independence.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.01%
Tags
none
-
News
Wintrust Financial Corporation and LPL Financial Announce Strategic Relationship
Rhea-AI Summary
Wintrust Financial Corporation and LPL Financial Holdings Inc. have agreed to transition support of Wintrust Investments, LLC and Great Lakes Advisors, LLC wealth management businesses to LPL's Institution Services platform. Approximately $16 billion of assets and 85 advisors will move to LPL, aiming to enhance client service and business capabilities.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.27%
Tags
none
-
News
LPL Financial Reports Monthly Activity for January 2024
Rhea-AI Summary
LPL Financial LLC, a subsidiary of LPL Financial Holdings Inc., reported a monthly activity update for January 2024. Total advisory and brokerage assets reached $1.36 trillion, with $2.0 billion in net new assets. Client cash balances were $47.3 billion at the end of January, with net buying activity of $12.0 billion.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.27%
Tags
earnings
News
LPL Financial Welcomes Bice Wealth Management
Rhea-AI Summary
LPL Financial LLC (Nasdaq:LPLA) welcomes financial advisor Cubby Bice to their platforms, bringing $130 million in assets. Bice, known for his comprehensive investment strategies, joins LPL for enhanced technology and autonomy. LPL sees this as a positive move to provide exceptional client experiences.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.25%
Tags
none
-
News
LPL Financial Launches Bespoke Planning and Investing Solutions to Help Advisors Attract and Serve High-Net-Worth Investors
Rhea-AI Summary
LPL Financial LLC introduces expanded High-Net-Worth Services to empower financial advisors in offering innovative planning solutions for affluent families. The new offering eliminates a $5 million investable asset minimum, providing comprehensive support to advisors serving high-net-worth clients.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-0.7%
Tags
none
-
News
LPL Financial Welcomes CoastPoint Financial, LLC
Rhea-AI Summary
LPL Financial LLC welcomes Mark Zafereo and Anthony Burgess along with their team to launch CoastPoint Financial, LLC, bringing $150 million in assets from Wells Fargo Advisors. The advisors' diverse backgrounds provide a unique approach to financial services, focusing on personalized client strategies. LPL's commitment to advisor support and innovative capabilities enhances the team's ability to serve clients effectively.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.96%
Tags
none
News
LPL Financial to Acquire Atria Wealth Solutions
Rhea-AI Summary
LPL Financial Holdings Inc. announces the acquisition of Atria Wealth Solutions, a wealth management solutions holding company. Atria supports 2,400 advisors and 150 banks and credit unions, managing $100 billion of assets. The agreement aims to optimize success for advisors and institutions by providing capabilities, technology, and services.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
2.53%
Tags
acquisition
Stock LPLA logo
LPL Financial Holdings Inc

Nasdaq:LPLA

LPLA Rankings

#513 Ranked by Market Cap
#2923 Ranked by Stock Gains
#2013 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