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LPLA (LPL Financial Holdings Inc.) News

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• LPL’s Aneri Jambusaria: Paving the Way for More Financial Planning
  The $2.3 trillion-asset independent broker-dealer’s chief wealth officer wants to make it easier for LPL’s 32,000 advisors to provide financial planning.
  Dec 19, 2025 - $LPLA
• LPL Financial Reports Rise in November Brokerage & Advisory Assets
  LPLA posts $2.36T in brokerage and advisory assets for November, up 0.5% month over month and 34.3% year over year on advisory growth.
  Dec 18, 2025 - $LPLA
• Summit Wealth Snags Commonwealth RIA Compliance Lead
  Summit Wealth Group, a team of 24 that broke away from Commonwealth, has hired Scott Wilkinson from its former broker/dealer to be chief compliance officer.
  Dec 18, 2025 - $LPLA
• Stratos Wealth Partners Welcomes Financial Advisor Bill Coates to the Sewickley, Grove City, and Morgantown Offices
  Stratos Wealth Partners is pleased to announce that Bill Coates has joined the firm as a Financial Advisor, serving clients across Western Pennsylvania and Northern West Virginia through its Sewickley and Grove City office locations.
  Dec 17, 2025 - $LPLA
• Why This Stock Market Expert Says He’s ‘Cautious’ Heading Into 2026
  Steve Sosnick, chief strategist at Interactive Brokers, expects the S&P 500 to finish next year around 6,500, about 4% below the benchmark index’s close on Tuesday.
  Dec 17, 2025 - $LPLA
• LPL Financial Reports Monthly Activity for November 2025
  SAN DIEGO, Dec. 16, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”) today released its monthly activity report for November 2025. Total advisory and brokerage assets at the end of November were $2.36 trillion, an increase of $12.5 billion, or 0.5%, compared to the end of October 2025. Total organic net new assets for November were $6.7 billion, translating to a 3.4% annualized growth rate. This included $0.1 billion of assets from First Horizon Bank that onboa
  Dec 16, 2025 - $LPLA
• $1.1B Osaic 1099 Affiliate Shifts to W-2 Employee Model
  California-based Veater Financial will now operate under Osaic’s W-2 employee model, maintaining its brand name.
  Dec 16, 2025 - $LPLA
• LPL Financial Holdings (NASDAQ:LPLA) stock performs better than its underlying earnings growth over last five years
  The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on a lighter note, a...
  Dec 15, 2025 - $LPLA
• Bill Morrissey Exits LPL Financial Following Atria Integration
  Morrissey, who was brought on three years ago to grow Atria's independent channel, is the latest to leave the firm as LPL Financial continues to integrate the business.
  Dec 15, 2025 - $LPLA
• AI fears are fueling a welcomed stock market rotation away from Big Tech
  The latest Fed cut and outlook have further emboldened a move into cyclical names and a broadening stock market rally.
  Dec 13, 2025 - $LPLA