The first quarter of 2025 saw the introduction of 80 new product enhancements—designed to enhance the experiences of advisors, institutions and end clients
SAN DIEGO, May 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Duane Dollar, CFP®, ChFC®, CASL®, and Phillip Owens, MBA, CFP®, CRPC™, RICP®, APMA™, have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch PCC Wealth Partners. The team reported serving approximately $315 million in advisory, brokerage ...
SAN DIEGO, May 15, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC launched today a strategic marketing campaign designed to reach new audiences and elevate the firm's brand strength by asking the simple yet provocative question, What If You Could? Featuring actor Anna Kendrick, the first-of-its-kind campaign for the company launches this month and includes a series of video, social, out-of-home,...
SAN DIEGO, May 14, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA), a leading wealth management firm, has launched a new alternative investments education platform, designed to empower advisors with the knowledge and tools necessary to effectively and easily incorporate alternative investments into their practice. According to Cerulli, advisor-intermediated illiquid alternative assets ...
LPL Financial Holdings, Inc. (NASDAQ:LPLA ) Q1 2025 Earnings Conference Call May 8, 2025 5:00 PM ET Company Participants Richard Steinmeier - CEO & Director Matthew Audette - President & CFO Conference Call Participants Devin Ryan - Citizens Bank Steven Chubak - Wolfe Research Michael Cyprys - Morgan Stanley Alex Blostein - Goldman Sachs Dan Fannon - Jeffries Mike Brown - Wells Fargo Bill Katz ...
Key Financial Results: Net Income was $319 million , translating to diluted earnings per share ("EPS") of $4.24 , up 11% from a year ago Adjusted EPS* increased 22% year-over-year to $5.15 Gross profit* increased 19% year-over-year to $1,273 million Core G&A* increased 14% year-over-year to $413 million Adjusted pre-tax income* increased 23% year-over-year to $509 million Key Business Results: ...
SAN DIEGO, May 07, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Stephanie Stewart, Debra Hedgcoth, CFP®, RICP®, and Madison Wentland, CPA, of West Texas Investments have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $170 million in advisory, brokerage and retirement pla...
SAN DIEGO, May 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, is pleased to announce the launch of WealthVision Essentials, an integrated financial planning tool powered by eMoney. This new platform is designed to enhance the services of LPL's financial advisors, whether independent or part of an institution like a bank or credit union, by providing them with...
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