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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.

Rhea-AI Summary
LPL Financial LLC (LPL) announced that financial advisor Frank Cangelosi has joined their broker-dealer, RIA, and custodial platforms, aligned with Gladstone Wealth Partners. With over $165 million in assets, Cangelosi brings three decades of wealth management experience, advocating for sound investment vehicles and ongoing wealth planning. He has joined Cangelosi Wealth Management with a team and is looking for more innovative capabilities and a thoughtful succession plan with LPL and Gladstone Wealth Partners.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-0.21%
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Rhea-AI Summary
LPL Financial (LPL) wins 2023 LUMINARIES Community Impact award for supporting underserved small business owners. The LPL Financial Foundation funded LISC's efforts to revitalize the Linda Vista farmers' market, providing opportunities for small business owners and enabling the community to gain easier access to fresh foods and other necessities.
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-2.36%
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Rhea-AI Summary
LPL Financial LLC (LPL) announces Sara Dadyar as the new managing director and chief human capital officer. With 25 years of experience in human resources leadership, including roles at General Electric and Proterra, Dadyar will lead LPL's Human Capital function and serve as a member of the Management Committee. She aims to attract and develop the best talent in the wealth management space, contributing to the firm's success and growth potential.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-2.36%
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Rhea-AI Summary
LPL Financial LLC (LPL) announced the addition of financial advisor Demetrios Paraskevopoulos to their broker-dealer, RIA, and custodial platforms. Paraskevopoulos brings approximately $230 million in advisory, brokerage, and retirement plan assets and joins LPL from Ameriprise. Based in Mineola, N.Y., he has been in the financial services industry since 1995 and aims to help clients work toward their financial goals.
Rhea-AI Impact
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0.19%
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Rhea-AI Summary
LPL Financial LLC (LPL) has announced that financial advisor Jerry Madden, Jr., CFA®, has joined its broker-dealer, RIA, and custodial platforms. Madden brings over two decades of experience in the financial services industry and has served approximately $140 million in advisory, brokerage, and retirement plan assets. He aims to provide customized, comprehensive plans to build wealth, preserve assets and income, and protect families from unforeseen risks. Madden's move to LPL is driven by the desire for more autonomy and an elevated client experience, as he believes LPL offers integrated, streamlined platforms and comprehensive support to improve efficiencies and create a best-in-class client experience.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
2.53%
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LPL Financial LLC (LPLA) CEO Dan Arnold to Present at Goldman Sachs Financial Services Conference 2023
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2.53%
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Rhea-AI Summary
LPL Financial LLC (LPL) announces the appointment of Jim McHale as Executive Vice President and Chief Compliance Officer, aiming to strengthen the firm's risk management culture. McHale, with extensive industry experience, will lead LPL's compliance organization, focusing on regulatory compliance, risk management, and control environment enhancement. He joins from Wells Fargo and brings a wealth of knowledge in compliance and risk management, positioning LPL well to advocate for its clients and advisors.
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0.17%
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News
Rhea-AI Summary
LPL Financial LLC (LPL) announced that financial advisors Rob Elstad, Steven “Coert” Van Voorhees, and Bill Blankenship have joined LPL's platforms, bringing approximately $150 million in assets from Ameriprise. With 60 years of combined experience, they will serve retirees in The Villages, Fla, offering financial planning, investment management, estate planning, tax planning, and charitable giving.
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End-of-Day
0.77%
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Rhea-AI Summary
LPL Financial LLC Welcomes Matt Warter and Theresa Houle, AIF, Adding $100 Million in Assets Under Management
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0.29%
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Rhea-AI Summary
LPL Financial LLC: Financial advisors Michael Doherty Jr., Ryan Pellegrini, and Ryan Doherty have joined LPL Financial’s platforms, bringing approximately $220 million in assets. With 40 years of industry experience, Michael Doherty Jr. founded Doherty Financial Services in 1997 as a family practice committed to helping families along their financial journeys. The team also includes fellow financial advisor Ryan Pellegrini and office support staff members. Their small-town practice in Uncasville, Conn., prides itself on being a 'mom and pop' type office, big enough to do the job well and small enough to know clients by name.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-0.21%
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LPL Financial Holdings Inc

Nasdaq:LPLA

LPLA Rankings

LPLA Stock Data

19.55B
73.83M
0.62%
96.67%
1.44%
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