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IBKR, MCO, LPLA, PAYX and JKHY are five large-cap fintech leaders that have strong growth forecasts and upside potential for the short-term.
SAN DIEGO, March 04, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced the promotions of Kirby Horan-Adams and Joe Lanser to managing director roles, reflecting their expanded leadership responsibilities and longstanding impact across the firm. “Kirby and Joe each bring a combination of deep institutional knowledge and disciplined leadership that has shaped how LPL operates and evolves,” said LPL CEO Rich Steinmeier.
SAN DIEGO, March 03, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Robert Woodend, CRPC®, has joined LPL Financial's broker-dealer and will be leveraging the Private Advisor Group (PAG) Registered Investment Advisor (RIA) platform and infrastructure as part of his transition to Memphis Planning and Wealth, an established LPL and PAG aligned practice. Woodend reports serving approximately $150 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise.
LPL Financial Holdings Inc. (NASDAQ: LPLA - Get Free Report) Director Matthew Enyedi sold 2,109 shares of the firm's stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $320.15, for a total value of $675,196.35. Following the completion of the transaction, the director directly owned 14,121
American Century Companies Inc. trimmed its position in LPL Financial Holdings Inc. (NASDAQ: LPLA) by 28.4% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 427,634 shares of the financial services provider's stock after selling 169,437 shares
APG Asset Management N.V. raised its holdings in shares of LPL Financial Holdings Inc. (NASDAQ: LPLA) by 51.2% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 767,333 shares of the financial services provider's stock after purchasing an
LPL Financial (NASDAQ: LPLA - Get Free Report) and Oppenheimer (NYSE: OPY - Get Free Report) are both finance companies, but which is the better business? We will contrast the two companies based on the strength of their institutional ownership, dividends, profitability, earnings, analyst recommendations, risk and valuation. Volatility and Risk LPL Financial has a beta of
SAN DIEGO, Feb. 26, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that veteran financial advisor Michael Dworetsky, has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA), aligned with Lighthouse Private Wealth, an existing firm supporting LPL-affiliated advisors. He reports serving approximately $200 million in advisory, brokerage and retirement plan assets and joins LPL from StoneX.
In this episode of The Morning Filter, co-hosts Dave Sekera and Susan Dziubinski unpack what the Supreme Court's ruling on the Trump Administration's emergency tariffs may mean for markets. They also discuss whether the AI-fueled stock market selloff has gone too far and where the opportunities may lie for investors today. They discuss if Nvidia's earnings report this week can lead to a recovery in AI-related stocks and if earnings releases from Salesforce CRM or Workday WDAY could lift their struggling stocks. Tune in to find out what to make of Walmart's WMT results, plus what Kraft Heinz's KHC breakup flip-flop and Elliot's investment in Norwegian Cruise Lines NCLH may mean for their stocks.
LPLA's total brokerage and advisory assets hit $2.41T in January, rising 1.6% month over month and 32.9% year over year.
SAN DIEGO, Feb. 19, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”) today released its monthly activity report for January 2026. Total advisory and brokerage assets at the end of January were $2.41 trillion, an increase of $38.0 billion, or 1.6%, compared to the end of December 2025.
LPL Financial collaborates with Simplicity to overhaul its insurance platform, boost advisor support and expand growth across its vast wealth network.
SAN DIEGO, Feb. 19, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Tom Madigan, CEPA®, has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligned with Thimble Island Private Wealth, an existing firm supported by LPL Strategic Wealth (SW). He reported serving approximately $300 million in advisory, brokerage and retirement assets* and joins LPL from UBS.
SAN DIEGO and SUMMIT, N.J., Feb. 18, 2026 /PRNewswire/ -- LPL Financial Holdings Inc. (Nasdaq: LPLA) ("LPL Financial" or "LPL"), a leading wealth management firm, and Simplicity Group ("Simplicity"), a leading insurance partner for advisors, financial institutions, and consumers, today announced a strategic agreement that will expand insurance capabilities and support for LPL advisors.
Exploring the Fourth Quarter 2025 13F Filing of Lone Pine Capital Steve Mandel (Trades, Portfolio) recently submitted the 13F filing for the fourth quarter of
SAN DIEGO, Feb. 17, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Jason Mochi of Shoreline Private Wealth Management has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $275 million in advisory, brokerage and retirement plan assets* and join LPL from Morgan Stanley.
LPL Financial, along with the rest of the brokerage sector, sold off sharply last week on AI disruption concerns. A closer look at the fundamentals points to more than a few silver linings for LPL. Currently discounted valuations tip the risk/reward firmly in investors' favor.
Coronation Fund Managers Ltd. increased its stake in LPL Financial Holdings Inc. (NASDAQ: LPLA) by 24.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 187,973 shares of the financial services provider's stock after buying an additional 36,950
Illinois Municipal Retirement Fund lifted its position in shares of LPL Financial Holdings Inc. (NASDAQ: LPLA) by 11.8% during the undefined quarter, according to its most recent disclosure with the SEC. The firm owned 21,729 shares of the financial services provider's stock after buying an additional 2,295 shares during the period. Illinois Municipal
Atria Investments Inc lowered its stake in shares of LPL Financial Holdings Inc. (NASDAQ: LPLA) by 13.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 17,362 shares of the financial services provider's stock after selling 2,748 shares during the