Latest News - LPL Financial
Top Corporates Hub
LPL Financial
Gallagher Financial Joins Osaic, Bringing $194M in Client Assets
28.10.2025 13:00
SCOTTSDALE, Ariz., October 28, 2025--Osaic, Inc. ("Osaic"), one of the nation’s largest providers of wealth management strategies, today announced the affiliation of Gallagher Financial Services ("Gallagher Financial"), an independent wealth management firm based in St. Paul, Minn. Led by Mark Gallagher, Certified Financial Planner™ (CFP®) and Chartered Advisor in Philanthropy (CAP®), Gallagher Financial manages approximately $194 million in client assets.
LPL Financial Welcomes Edge Wealth Advisory Group
28.10.2025 12:55
SAN DIEGO, Oct. 28, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the partners of Edge Wealth Advisory Group have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $200 million in advisory, brokerage and retirement plan assets* and join LPL from Raymond James. With offices located near the Austin, Texas area in Granite Shoals and Gonzales, the team consists of father-son duo John Edgecomb and Robb Edgecomb
This Brokerage Stock Looks Like a Bargain Compared With Rival Firms
17.10.2025 15:55
LPL Financial stock is trading at a discount to competitors and Morningstar thinks the stock can soar.
Raymond James Adds $1.1B San Diego Team From Commonwealth
09.10.2025 17:53
The Manning Companies, a San Diego-based team of five advisors, has left Commonwealth after 15 years.
Stratos Wealth Holdings Appoints Charis Jones as Chief Operating Officer
09.10.2025 16:14
Stratos Wealth Holdings today announced the appointment of Charis Jones as Chief Operating Officer, Head of Supervision, overseeing the firm's Advisory Operations and Supervision Departments, as well as Stratos Investment Management, the firm's affiliated sub-advisor.
LPL Financial (LPLA): Evaluating Valuation After High-Profile Advisors Join With $320 Million in Client Assets
08.10.2025 04:31
LPL Financial Holdings (LPLA) is in focus after veteran advisors Justin Flowers and Wally Bradley joined Linsco by LPL, establishing Flowers-Bradley Wealth Management with approximately $320 million in client assets. This move adds valuable expertise to LPL’s growing platform. See our latest analysis for LPL Financial Holdings. With seasoned advisors joining LPL and assets under management reaching $2.26 trillion after recent acquisitions, momentum is clear in the business. Even if the...
Q2 Rundown: LPL Financial (NASDAQ:LPLA) Vs Other Investment Banking & Brokerage Stocks
03.10.2025 03:33
Let’s dig into the relative performance of LPL Financial (NASDAQ:LPLA) and its peers as we unravel the now-completed Q2 investment banking & brokerage earnings season.
Wirehouse Advisors Seeking Independence Join Commonwealth Affiliate Union Street Financial
02.10.2025 13:00
WALTHAM, Mass., October 02, 2025--Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, announced the addition of Thomas Kinslow and Brian Sanford, CFP®, to its network of independent financial advisors. Formerly with Morgan Stanley, Kinslow and Sanford join Union Street Financial, a Commonwealth-affiliated firm, led by Daniel Gannon, CFP®, in Kennett Square, Pennsylvania. With more than 35 years of combined experi
LPL Financial Welcomes Lighthouse Private Wealth
30.09.2025 13:35
SAN DIEGO, Sept. 30, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that advisors, DJ Totland, CFP®, CIMA®, CPFA® and Christopher Meyer, CFP®, with support from Rob Tendler CFP®, CLU® and the Harbor Lights Financial Group team – an existing firm supporting LPL-affiliated advisors - have come together to form Lighthouse Private Wealth. The practice joins LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $1.1 billion in
3 Financials Stocks to Target This Week
30.09.2025 04:40
Financial firms serve as the backbone of the economy, providing essential services from lending and investment management to risk management and payment processing. Market leaders have certainly capitalized on a favorable backdrop to boost profitability, helping fuel a 18.4% gain for the industry over the past six months. This performance has closely followed the S&P 500.
LPL Financial Holdings Inc. (LPLA) Extends Prudential Financial Strategic Partnership
29.09.2025 04:56
LPL Financial Holdings Inc. (NASDAQ:LPLA) is one of the best growth stocks to buy and hold forever. On September 22, the company announced the extension of its strategic partnership with Prudential Financial Inc. The two joined forces to bring to market insurance overlay retirement lifetime income strategy for LPL Financials managed accounts platform. The solution […]
Fed Gifts the Stock Rally With Rate Cuts. A Key Risk Remains.
18.09.2025 18:54
The Federal Reserve has delivered an early holiday-season gift to markets with its quarter-point cut to interest rates. It also hinted at more easing over the coming months, even as officials nudged their growth and inflation forecasts modestly higher. Markets responded quickly in Thursday trading, as the S&P 500 was comfortably on pace for its 26th record high of 2025.
&Partners Wins Teams From LPL Financial, Raymond James
18.09.2025 18:37
David Kowach's firm adds the Kerrigan Group, a Georgia team with $250 million in pre-transition AUM, and Forge Point Advisors, a Pennsylvania team with $600 million in pre-transition assets.
LPL Financial Welcomes Worley Monroe Advisors
18.09.2025 13:55
SAN DIEGO, Sept. 18, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that advisors, Benjamin Worley, AAMS®, and Robert Monroe, CFP®, have come together to form Worley Monroe Advisors and join LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and join LPL from Edward Jones. Based in southeast Missouri in the town of Dexter, the team has 36 years of experienc
Peoples Bank and Trust Selects Cetera Financial Institutions to Enhance and Grow its Investment Services Program
18.09.2025 13:05
Cetera Financial Institutions has partnered with Peoples Bank and Trust to further strengthen and grow the bank's investment program, Peoples Financial Management & Planning*. The transition marks a strategic move to enhance client services, expand capabilities, and align with a partner that shares Peoples Bank and Trust's values and commitment to excellence.
LPL Releases Inaugural Advisor Growth Study
17.09.2025 14:00
Comprehensive, data-driven and advisor-informed research reveals sustainable growth trends in the wealth management industry, empowering advisors and institutions to grow with purposeSAN DIEGO, Sept. 17, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced the release of the first-of-its-kind annual Advisor Growth Study (AGS). The comprehensive research study pulls from six years of structured data (2018–2024) from over 14,000 financial advisors across bu
LPL Financial (LPLA): 3 Reasons We Love This Stock
03.09.2025 05:02
Since March 2025, LPL Financial has been in a holding pattern, posting a small return of 0.9% while floating around $362.20. The stock also fell short of the S&P 500’s 9.7% gain during that period.
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.