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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 Announces Fourth Quarter and Full Year 2023 Results
Rhea-AI Summary
LPL Financial Holdings Inc. reported net income of $218 million and diluted EPS of $2.85 for Q4 2023, down 28% from a year ago. Total advisory and brokerage assets increased by 22% to $1.35 trillion, while organic net new assets grew by 8%. The company's full-year 2023 net income was $1.1 billion, up 32% from the previous year. LPL Financial also declared a dividend of $0.30 per share for stockholders.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
4.47%
Tags
earnings
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News
Financial Advisors Jonathan Maloney and Niki Davis Join LPL
Rhea-AI Summary
LPL Financial LLC welcomes financial advisors Jonathan Maloney and Niki Davis to launch Maloney Davis Wealth Management under Linsco by LPL Financial. They bring $175 million in assets from Wells Fargo Advisors and aim to provide personalized financial planning services. The move reflects their desire for more control and flexibility in their business, aligning with LPL's commitment to empowering advisors. LPL's integrated wealth management platform and business resources support their vision for client-centric, unrestricted growth.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-2.1%
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none
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News
Community Resource Credit Union, CRCU Retirement and Investment Services, Partner With Trustage™
Rhea-AI Summary
TruStage partners with LPL Financial to provide wealth management services to CRCU Retirement and Investment Services, allowing advisors to offer personalized wealth management advice and comprehensive planning services to more members. The new partnership aims to enhance members' financial wellbeing and help them achieve their financial goals.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
1.68%
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none
News
LPL Financial Welcomes Latus Group, Ltd.
Rhea-AI Summary
LPL Financial LLC announced that financial advisors David Segarra and Sean Sullivan of Latus Group, Ltd. have joined LPL Financial’s platforms, bringing $320 million in assets. Segarra founded Latus Group and was recognized as one of the Nation's Top 200 401(k) Advisors. Sullivan, serving as vice president, joined Latus Group in 2018. They chose LPL for its technology platform, efficiencies, and Retirement Plan Consulting Program (RPCP). LPL Executive Vice President, Scott Posner, looks forward to helping them expand their business.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-1.12%
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none
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News
LPL Financial Welcomes Advisor Andrew Kutanovski
Rhea-AI Summary
LPL Financial LLC (Nasdaq:LPLA) announced the addition of financial advisor Andrew Kutanovski, CFP®, who brings approximately $160 million in assets from Corebridge Financial to LPL Financial's platforms. Kutanovski, with a background in finance, has established Kutanovski Wealth Management, focusing on personalized financial planning and investment advisory services. His move to LPL signifies the start of his independent practice, allowing him to prioritize client interests and choose products and services that best serve his clients.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-0.57%
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none
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News
LPL Financial Welcomes Maier & Associates Financial Group, Inc.
Rhea-AI Summary
LPL Financial LLC announced that Maier & Associates Financial Group has joined their platforms, bringing approximately $615 million in assets. The team, with over 45 years of experience, chose LPL for its independence and innovative capabilities. They are deeply committed to community service and have a charitable foundation. LPL's Executive Vice President, Business Development, expressed excitement about the partnership.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
1.07%
Tags
none
News
LPL Financial Launches a Financial Literacy Program Based on the Lessons of Warren Buffett
Rhea-AI Summary
LPL Financial LLC announced the launch of the World of Business Reading Group (WBRG), a financial literacy program inspired by Warren Buffett's teachings. The 6-week program aims to equip high school students with a solid understanding of business concepts and investment principles. The curriculum was developed by a team of Harvard Business School alumni and is available for advisors to use in their local communities. By licensing the rights to this program, LPL Financial is offering advisors a unique way to interact with clients and their children, while also supporting the financial education of a new generation of investors.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.92%
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none
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News
LPL Financial Announces Fourth Quarter 2023 Earnings Release Date and Conference Call
Rhea-AI Summary
LPL Financial Holdings Inc. (Nasdaq: LPLA) will report fourth quarter financial results on February 1, 2024, and host a conference call to discuss the results at 5 p.m. ET the same day.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-0.85%
Tags
earnings
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News
LPL Financial Welcomes Goldman Group, Inc.
Rhea-AI Summary
LPL Financial LLC (LPL) announced that financial advisor Marvin Goldman has joined their broker-dealer, RIA, and custodial platforms. Goldman brings approximately $120 million in assets from Cadaret, Grant & Co. He started his career in the 1960s and founded Goldman Group in the early 1970s, expanding his reach to clients nationwide. Goldman turned to LPL for innovative resources and business continuity planning. LPL, a Fortune 500 company and the largest independent wealth management firm, offers state-of-the-art technology for advisors and clients.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-0.54%
Tags
none
News
LPL Financial Welcomes Helmsman Financial Strategies
Rhea-AI Summary
LPL Financial LLC (LPL) has announced the addition of financial advisor Peter Manning, CPA, PFS of Helmsman Financial Strategies to its broker-dealer, RIA, and custodial platforms.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-1.98%
Tags
none
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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
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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