6/26/2025

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Source: Yahoo

6/26/2025

SAN DIEGO, June 26, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jason Wyatt, AWMA®, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch Wyatt Wealth Management. He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors. Based in Bryan, Texas, home to Texas A&M University, Wyatt was introduced to the financial services in

Source: Yahoo

6/24/2025

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Source: Yahoo

6/24/2025

SAN DIEGO, June 24, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Mike Trudeau, CFP®, Matt Merrick, Ben Ollila, CFP® and Ben Prchal have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligning with existing RIA firm Strategic Wealth Group. They reported serving approximately $220 million in advisory, brokerage and retirement plan assets* and join LPL from Thrivent Investment Management. Based just outside of

Source: Yahoo

6/24/2025

LPLA's brokerage and advisory assets surge to $1.85T in May, up 26.5% year over year amid solid organic inflows and advisor gains.

Source: Yahoo

6/23/2025

SAN DIEGO, June 23, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for May 2025. Total advisory and brokerage assets at the end of May were $1.85 trillion, an increase of $66.6 billion, or 3.7%, compared to the end of April 2025. Total organic net new assets for May were $6.5 billion, translating to a 4.4% annualized growth rate. This included $1.0 bi

Source: Yahoo

6/23/2025

‌LPL Financial Holdings Inc. - Historical Monthly Activity Through May 2025 As of May 31, 2025 ...

Source: Finnhub

6/23/2025

‌For Immediate Release LPL Financial Reports Monthly Activity for May 2025 SAN DIEGO - June 23, 2025 - LPL...

Source: Finnhub

6/22/2025

Buying shares in the best businesses can build meaningful wealth for you and your family. And we've seen some truly...

Source: Yahoo

6/17/2025

The Advisor Trio Becomes the 50th Team to Join LPL’s Strategic Wealth Services Affiliation ModelSAN DIEGO, June 17, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Matthew Sweeney, CFP®, John Folsom and Tanner Carter, CFP®, have launched a new independent practice, EverMark Investment Partners (“EverMark”), through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth. They reported serving approximately $425 million in advisory, b

Source: Yahoo

6/13/2025

Charles Schwab  will reduce the fees it charges on four index exchange-traded funds and split shares on six of its mutual funds, which will lower the price per share. The fee cuts are modest—between two and four basis points—but Schwab says they will bring the cost of all its equity and fixed-income market cap-weighted index ETFs to less than 10 basis points. The cuts continue a trend of fee reductions in the industry, and follow similar recent moves by Vanguard and E*Trade.

Source: Yahoo

6/12/2025

SAN DIEGO, June 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jeff Runyan has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and joins LPL from Wedbush Securities. Based in Beverly Hills, Calif., Runyan grew up in Missouri, where his passion for financial discipline took root early and deepened over time. Aft

Source: Yahoo

6/11/2025

As the U.S. stock market experiences a period of optimism, with major indices like the S&P 500 and Nasdaq reaching their highest levels since February, investors are encouraged by positive inflation data and progress in China-U.S. trade talks. In such an environment, identifying companies that may be trading below their estimated value can present opportunities for investors looking to capitalize on potential market inefficiencies.

Source: Yahoo

6/11/2025

Advisor Ralph Angelo shares why his team joined Commonwealth from Osaic and what he thinks about the planned acquisition of Commonwealth by LPL Financial.

Source: Yahoo

6/11/2025

LPL Financial's latest monthly metrics offer positive read throughs. Click here to read more about LPLA stock and why it is a Buy.

Source: SeekingAlpha

6/10/2025

Edward Jones, LPL Financial, RBC Capital Markets, Stifel and TD Ameritrade to pay $19M over claims of excessive commissions on small-dollar trades.

Source: Yahoo

6/10/2025

The most talked about and market moving research calls around Wall Street are now in one place. Here are today’s research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: Redburn Atlantic upgraded Charles Schwab (SCHW) to Neutral from Sell with a price target of $82, up from $65. Schwab is the dominant player in the two fastest growing segments of the U.S. retail wealth management market – the self-directed market and the independent registered investment advisor custod

Source: Yahoo

6/10/2025

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Source: Yahoo

6/10/2025

Markets experienced substantial volatility during the quarter, largely driven by U.S. trade and economic policy uncertainty.

Source: SeekingAlpha

6/9/2025

State securities regulators accuse the brokerage firms of hitting customers with unreasonable fees on small dollar transactions.

Source: Yahoo