LPL Financial Hlds

LPL Financial Holdings, Inc. serves independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow their practices. It provides objective financial guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. The company was founded in 1989 and is headquartered in San Diego, CA.

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LPL Financial Hlds reports record earnings, eyes high net worth market

LPL Financial Hlds reported strong financial performance, with significant asset growth, record EPS, and robust same-store sales. The company's strategic focus on empowering advisers and enhancing client experience through various plays is driving growth and differentiation.
While challenges exist in executing strategic plays effectively, managing expense growth, and optimizing leverage ratios, LPL Financial Hlds has opportunities to further expand its service offerings, target high net worth clients, and grow its fixed rate portfolio.
By capitalizing on opportunities to enhance capabilities, target specific client segments, and invest in technology, LPL Financial Hlds can continue its growth trajectory and strengthen its position in the advisory market.
The company's commitment to financial stability, shareholder value, and strategic investments positions it well for future growth and market leadership, despite challenges in execution and market dynamics.
Overall, LPL Financial Hlds' focus on empowering advisers, enhancing client experience, and driving growth through strategic investments and service enhancements sets a positive trajectory for continued success and market expansion.

LPL Financial Hlds reports stellar Q1 results, eyes growth opportunities

LPL Financial Hlds (LPLA) delivered strong financial performance in Q1 2023, driven by robust asset growth, high retention rates, and doubled adjusted EPS.
The company's strategic focus on empowering advisers, expanding market presence, and optimizing revenue streams positions it for continued success and growth.
While facing challenges in liquidity management and client transitions, LPLA has opportunities to capitalize on market trends, drive growth, and enhance profitability.

LPL Financial reports robust Q2 performance and strategic growth plans

LPL Financial's Q2 performance reflects strong growth in assets, net new assets, and adjusted EPS, supported by a record retention rate and strategic initiatives.
Despite challenges like decreased gross profit and client cash revenue, the company's focus on innovation, acquisitions, and shareholder value creation remains strong.
Opportunities lie in leveraging M&A, expanding services, and delivering value proposition to drive future growth and market leadership.
With a solid financial position, growth strategies, and commitment to serving advisers, LPL Financial is poised for continued success and value creation in the financial services industry.

LPL Financial reports record Q3 recruitment success and strategic growth

LPL Financial's Q3 performance showcased strong asset growth, recruitment success, and increased EPS. The company faces challenges in managing promotional expenses and market transitions but is well-positioned to capitalize on opportunities for growth and innovation.
With a strategic focus on horizontal expansion and vertical integration, LPL Financial aims to sustain its strong asset retention and recruitment momentum. The partnership with Prudential and readiness to comply with regulatory changes position the company for future success.

LPL Financial Hlds reports robust Q4 earnings, eyes M&A growth

LPL Financial Hlds delivered strong financial performance in Q4, with notable increases in assets and EPS. The company's strategic initiatives to enhance digital capabilities and simplify adviser onboarding are driving growth. While facing challenges in G&A expenses and industry complexities, LPL Financial Hlds is well-positioned to capitalize on M&A opportunities and industry trends.

LPL Financial reports strong Q1 performance and eyes growth opportunities

LPL Financial's Q1 2024 earnings call highlighted robust financial results, strategic acquisitions, and a focus on delivering shareholder value. Despite facing challenges in basis points improvement and increased expenses, the company remains optimistic about organic growth opportunities and regulatory alignment.

LPL Financial reports robust Q2 growth and strategic expansion

LPL Financial's Q2 performance reflects strong growth, strategic initiatives, and financial resilience, positioning the company for continued success.
While facing challenges in promotional expenses and strategic realignment, the company's focus on adviser recruitment, client care, and value delivery remains key strengths.
Opportunities lie in continued momentum in recruiting, annuity demand, and value creation for advisers and clients, driving long-term shareholder value and market differentiation.

LPL Financial reports record assets and strategic acquisitions in Q3

LPL Financial Holdings Inc. delivered a strong performance in Q3 2024, marked by record assets, robust growth, and strategic acquisitions. While facing challenges in managing institutional segment growth, the company is well-positioned to capitalize on opportunities through expansion of offerings and focus on client-centric operations.

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LPL Financial Holdings, Inc. serves the advisor-mediated marketplace as the nation’s independent broker-dealer and is an investment advisory firm and a custodian. It offers integrated technology solutions, brokerage & advisory platforms, clearing, compliance, business and planning and advice services, consultative practice management programs and training. The company provides personalized financial guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL Financial Holdings was founded in 1989 and is headquartered in San Diego, CA.

CHARLOTTE, N.C., Sept. 08, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors at Broadway Wealth Management Group have joined LPL, affiliating with Linsco by LPL Financial, the firm's employee advisor model. The group reported having served approximately $600 million in advisory and brokerage assets,* and joins LPL from Merrill Lynch.

Broadway Wealth Management Joins Linsco by LPL Financial

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PDD, LPLA and MBWM made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on September 2, 2022.

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LPL Financial Holdings Inc. (LPLA) reported earnings 30 days ago. What's next for the stock?

LPL Financial Holdings Inc. (LPLA) Up 2% Since Last Earnings Report: Can It Continue?

CHARLOTTE, N.C., Aug. 29, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that a team of five financial advisors from Genesis Financial Partners joined LPL Financial's registered investment advisor (RIA) and custodial platforms and aligned with JFC Advisor Network, an LPL affiliated firm. The team reported having served approximately $150 million in advisory, brokerage and retirement plan assets,* and joins from Cambridge Associates.

Genesis Financial Partners Aligns With JFC Advisor Network and LPL Financial

The business comprises ~40 financial advisors, who collectively serve ~$5 billion of brokerage and advisory assets ( 1)

People's United Joins LPL Financial's Institution Services Platform

LPL Financial (LPLA) rallies 39.1% year to date. Its initiatives to grow inorganically and a robust balance sheet will likely keep supporting the price rise.

LPL Financial (LPLA) Gains 39.1% YTD: Will the Rally Continue?

CHARLOTTE, N.C. , Aug. 24, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC  (Nasdaq:LPLA) announced today that financial advisor My Ton has joined Intrua Financial, an independent wealth management firm affiliated with LPL Financial. She reported having served approximately $180 million in advisory, brokerage and retirement assets.* She joins LPL from Wells Fargo Advisors Financial Network.

Financial Advisor My Ton Opens Texas Office With LPL Affiliated Intrua Financial

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Lone Pine Capital, the hedge fund founded by Steve Mandel (Trades, Portfolio), disclosed in a regulatory filing that its top five trades during the second quarter included the closure of its holdings in Match Group Inc. ( MTCH , Financial) and Snap Inc. ( SNAP , Financial), a major reduction to its stake in Shopify Inc. ( SHOP , Financial) and new holdings in LPL Financial Holdings Inc. ( LPLA , Financial) and Booking Holdings Inc. ( BKNG , Financial).

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LPL Financial Holdings Inc. (LPLA) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

What Makes LPL Financial Holdings Inc. (LPLA) a New Strong Buy Stock

LPL Financial (LPLA) witnesses an increase in its total brokerage and advisory assets for July on solid market performance.

LPL Financial's (LPLA) July Metrics Up on Robust Markets

SAN DIEGO, Aug. 18, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for July 2022.

LPL Financial Reports Monthly Activity for July 2022

Does LPL Financial Holdings Inc. (LPLA) have what it takes to be a top stock pick for momentum investors? Let's find out.

Here's Why LPL Financial Holdings Inc. (LPLA) is a Great Momentum Stock to Buy

CHARLOTTE, N.C., Aug. 10, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that Katelyn Shackleton joined the firm as executive vice president, Corporate Strategy and New Ventures. In her role, Shackleton will lead LPL's strategic planning while leveraging innovation to accelerate firm growth and benefit advisors and clients. She will report to Rich Steinmeier, LPL managing director and divisional president of Business Development.

LPL Financial Hires Katelyn Shackleton as Executive Vice President, Corporate Strategy & New Ventures

Higher revenues and solid brokerage, and advisory assets balance support LPL Financial's (LPLA) Q2 earnings.

LPL Financial (LPLA) Q2 Earnings Top as Revenues Rise, Stock Up

LPL Financial Holdings, Inc. (NASDAQ:LPLA ) Q2 2022 Earnings Conference Call August 2, 2022 5:00 PM ET Company Participants Dan Arnold - President & Chief Executive Officer Matt Audette - Chief Financial Officer Conference Call Participants Alex Blostein - Goldman Sachs Steven Chubak - Wolfe Research Michael Cyprys - Morgan Stanley Brennan Hawken - UBS Devin Ryan - JMP Securities Gerald O'Hara - Jefferies Kyle Voigt - KBW Craig Siegenthaler - Bank of America Operator Good afternoon and thank you for joining the Second Quarter 2022 Earnings Conference Call for LPL Financial Holdings Inc. Joining on the call today are President and Chief Executive Officer, Dan Arnold; and Chief Financial Officer, Matt Audette. Dan and Matt will offer introductory remarks and then the call will be open for questions.

LPL Financial Holdings, Inc. (LPLA) CEO Dan Arnold on Q2 2022 Results - Earnings Call Transcript

LPL Financial Announces Second Quarter 2022 Results

LPL Financial (LPLA) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Is a Surprise Coming for LPL Financial (LPLA) This Earnings Season?

LPL Financial Holdings Inc. (LPLA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Can LPL Financial Holdings Inc. (LPLA) Keep the Earnings Surprise Streak Alive?

CHARLOTTE, N.C., July 28, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Eddie Chan has joined LPL Financial's broker-dealer, RIA and custodial platforms, affiliating with Perennial Financial Services, an existing firm supporting LPL-affiliated advisors. Chan reported having served approximately $110 million in advisory, brokerage and retirement plan assets,* and joins LPL from Ameriprise Financial.

LPL Financial and Perennial Financial Services Welcome Eddie Chan

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We have narrowed our search to five low-beta stocks. These are: LPLA, DLTR, MTB, LW and CTVA.

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LPL Financial is near a buy zone with earnings due on or around Aug. 2. The post Top-Rated Stocks Near Buy Point Ahead Of Earnings: LPL Financial appeared first on Investor's Business Daily.

Top-Rated Stocks Near Buy Point Ahead Of Earnings: LPL Financial

SAN DIEGO, July 15, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Bill Sappington joined the firm as executive vice president, Banking and Lending Solutions. Sappington will lead the firm's banking and lending solutions, developing and executing a strategy to deliver an industry-leading offering to LPL's advisors and clients. He will report to Kabir Sethi, LPL managing director and Chief Product Officer.

LPL Financial Hires Bill Sappington as Executive Vice President, Banking and Lending Solutions

CHARLOTTE, N.C., July 13, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Ivan Hendricks, AAMS, has joined LPL, aligning with Strategic Wealth Services. He reported having served approximately $280 million AUM* and joins from Merrill Lynch.

Ivan Hendricks, Candor Wealth Partners Aligns With LPL Financial

Boenning & Scattergood is a broker/dealer and RIA employing approximately 40 advisors serving approximately $5 billion of client assets Boenning & Scattergood is a broker/dealer and RIA employing approximately 40 advisors serving approximately $5 billion of client assets

LPL Financial to Acquire Boenning & Scattergood

SAN DIEGO, July 05, 2022 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report second quarter financial results after the market closes on August 2. The Company will host a conference call to discuss its results at 5 p.m. ET the same day.

News for LPL Financial Hlds Stock (LPLA)