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Amazon.com (AMZN) Expands Amazon Business With LPL Financial Nationwide Partnership
29.08.2025 17:14
Amazon.com (AMZN) recently experienced a price move of 13% over the last quarter, amid several key developments. Notably, Amazon Business expanded its services to LPL Financial, highlighting a strategic push in the B2B procurement space. This aligns with its efforts to enhance AI-driven solutions via AWS, as seen in partnerships with DoiT and Sendbird. The company's robust Q2 earnings report, featuring a significant revenue boost and forward-looking sales guidance, provided a supportive...
LPL Loses Ex-Commonwealth Advisors With $780 Million to Raymond James
28.08.2025 17:04
Three advisor teams were previously affiliated with Commonwealth Financial Network, which LPL acquired this year.
LPL Adds $715M Cincinnati Team From Cetera
28.08.2025 14:48
Patrick Burke and Matt Tarka lead Concentric Wealth Management. The team was originally affiliated with Avantax, which Cetera acquired several years ago.
LPL Financial Expands Use of Amazon Business for Key Business Purchasing Needs
28.08.2025 13:00
SEATTLE, August 28, 2025--Amazon (NASDAQ: AMZN) today announced that LPL Financial has expanded its use of Amazon Business, the company’s online business-to-business store, to its financial advisors nationwide for their key business purchasing needs. LPL Financial is a leading wealth management firm in the U.S., supporting over 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions.
LPL Financial Welcomes Concentric Wealth Management
28.08.2025 12:55
SAN DIEGO, Aug. 28, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Concentric Wealth Management have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA). They reported serving approximately $715 million in advisory, brokerage and retirement plan assets* and join LPL from Avantax by Cetera. Based in Cincinnati, Ohio, the team is led by Patrick Burke, CPA® and Matt Tarka, AAMS®, CRPS®. The company started as an accounting firm over 40 years ag
LPL Financial Holdings Inc. (LPLA): A Bull Case Theory
26.08.2025 08:13
We came across a bullish thesis on LPL Financial Holdings Inc. on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on LPLA. LPL Financial Holdings Inc. ‘s share was trading at $350.98 as of August 15th. LPLA’s trailing and forward P/E were 24.06 and 20.33 respectively according to Yahoo Finance. LPL Financial […]
LPL Financial's July Brokerage & Advisory Assets Rise Sequentially
22.08.2025 13:44
LPLA's brokerage and advisory assets hit $1.94T in July, rising 1.1% from June and surging nearly 27% year over year.
LPL Financial (LPLA): Exploring Current Valuation After Recent Share Price Moves
22.08.2025 10:07
LPL Financial Holdings (LPLA) has been on investors’ radar after its shares moved up more than 1% in the past day, despite a pullback of about 3% over the past month. There was no headline-grabbing event driving the latest increase, but even modest fluctuations like these can prompt questions about whether the market is signaling a shift in expectations. With LPL Financial’s core business rooted in financial advisory and services, investors may be searching for clues about underlying growth...
LPL Financial Welcomes Zarra Wealth Management
19.08.2025 12:55
SAN DIEGO, Aug. 19, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Zarra Wealth Management have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) platform. They reported serving approximately $270 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. Based on Long Island, in Westbury, NY, the team consists of Christopher Zarra, CFP®, CHFC®, CFS®, James Kelly CFP®, APMA™ and Michele Welch, CFP®. They bring
LPL Financial Kicks Off Focus 2025, Largest Gathering of Financial Advisors in Firm History
11.08.2025 13:00
Three-day flagship event asks, “What If You Could?” and delivers the tools and support to make it happenSAN DIEGO, Aug. 11, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, last night opened its annual flagship conference, Focus 2025, welcoming more than 10,000 financial professionals and industry leaders to the San Diego Convention Center. The three-day event marks the largest in-person gathering in LPL history, offering curated content, strategic insights and immer
LPL Financial Welcomes Chief People Officer Emily Field
04.08.2025 13:00
Veteran talent strategist joins LPL to elevate employee experience and scale the firm’s high-performance cultureSAN DIEGO, Aug. 04, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced the appointment of Emily Field as group managing director and chief people officer. In this role, Field joins the firm’s Management Committee and will lead the Human Resources function, overseeing talent strategy and employee experience for over 9,000 employees. Field bring
Janus Henderson Venture Fund Q2 2025 Commentary
04.08.2025 12:07
Venture Fund returned 8.44% and the Russell 2000® Growth Index returned 11.97%. Stock selection in the information technology sector detracted from relative performance.
Janus Henderson Triton Fund Q2 2025 Commentary
04.08.2025 11:00
Triton Fund returned 8.56% and the Russell 2500 Growth Index returned 11.31%. Stock selection in the industrials sector detracted from relative performance. Read more here.
Is Now The Time To Put LPL Financial Holdings (NASDAQ:LPLA) On Your Watchlist?
02.08.2025 11:00
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
LPL Financial Welcomes ProsperLane Financial
30.07.2025 12:55
SAN DIEGO, July 30, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that mother and son team, Sheri Johnston, CFP® and Jason Hotzler, from ProsperLane Financial have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA). They reported serving approximately $250 million in advisory, brokerage and retirement plan assets.* Johnston joins LPL from Edward Jones and Hotzler from Thrivent Investment Management. Based outside of Minneapolis in Prior Lake, Minn., Johnston a
US stock futures mixed as investors digest more earnings reports
25.07.2025 10:24
Strong earnings and continued spending from Alphabet boosted the broad S&P 500 and tech-laden Nasdaq to fresh record highs.
Here's Why LPL Financial Holdings Inc. (LPLA) is a Strong Momentum Stock
21.07.2025 13:50
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Stifel and Commonwealth Lead J.D. Power’s 2025 Advisor Satisfaction Rankings
16.07.2025 12:03
t’s Stifel’s third win in a row among employee-advisors, and Commonwealth’s 12th among independent advisors.
The Wealth Consulting Group Names Highly Respected Industry Leaders to New Advisory Board
16.07.2025 10:00
The Wealth Consulting Group (WCG), a fast-growing hybrid RIA and wealth management platform, today announced the creation of its non-fiduciary Advisory Board. Comprised of wealth management industry executives, the Advisory Board will help guide the firm as it continues to drive growth and success for its financial advisors, scale its operations and technology, enhance enterprise value for its partner firms and deliver a comprehensive wealth management experience to clients.
LPL Financial Welcomes Waznik Heike Group
15.07.2025 12:55
SAN DIEGO, July 15, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the team of 11 financial advisors from Waznik Heike Group have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $750 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Headquartered in Menomonie, Wis., with additional offices in Durand, Superior, Eau Claire and Rice Lake, the firm is led by partn