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LPLA News and Press, LPL Financial Holdings Inc. From 12/09/25

Stock Information

Company Name: LPL Financial Holdings Inc.
Stock Symbol: LPLA
Market: NASDAQ
Website: lpl.com

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LPLA - LPL Research Team Releases 2026 Outlook: The Policy Engine

SAN DIEGO, Dec. 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC today released its 2026 Outlook: The Policy Engine. Reflecting on the second half of 2025 and looking ahead to the new year, this report offers a comprehensive analysis of the economic and market environment, highlighting pote...

LPLA - Matthew Morningstar Joins LPL as Chief Legal Officer

SAN DIEGO, Dec. 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA), a leading wealth management firm, today announced the appointment of Matthew Morningstar as group managing director and chief legal officer. In this role, Morningstar joins the firm’s Management Committee an...

LPLA - LPL Financial Celebrates 15 Years as a Public Company with Nasdaq Bell Ringing Ceremony

SAN DIEGO, Dec. 04, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA), one of the fastest-growing wealth management firms in the U.S. and the parent corporation of LPL Financial LLC, will commemorate the 15th anniversary of its initial public offering (IPO) on Monday, Decemb...

LPLA - LPL Financial to Present at the Goldman Sachs Financial Services Conference

SAN DIEGO, Dec. 02, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that Rich Steinmeier, Chief Executive Officer, will present at the Goldman Sachs Financial Services Conference on December 9. The presentation takes place at 8 a.m. ET. A live audio webcast of the presentatio...

LPLA - LPL Financial Welcomes K?pono Wealth Planning

SAN DIEGO, Dec. 02, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Brandon Wallis, CFP®, CRPS™, of Kūpono Wealth Planning has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. He reported serving approximately...

LPLA - LPL Financial Reports Monthly Activity for October 2025

SAN DIEGO, Nov. 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”), today released its monthly activity report for October 2025. Total advisory and brokerage assets at the end of October were $2.35 trillion, an increase of $36....

LPLA - Republic Capital Group Advises Private Advisor Group on its Minority Investment by LPL Financial

Republic Capital Group Advises Private Advisor Group on its Minority Investment by LPL Financial PR Newswire NEW YORK and MORRISTOWN, N.J. , Nov. 20, 2025 /PRNewswire/ -- Republic Capital Group ("Republic"), a leading investment bank specializing in strategic and financia...

LPLA - LPL Financial: The Bulls Could Keep Charging As Client Assets Keep Growing

2025-11-20 03:44:58 ET Today's Pick: A Financial Firm With An Earnings Beat Taking a break from REITs this week, which I've said much about lately, today I'm turning my attention to a financial firm that had its last earnings results on Oct. 30th, LPL Financial ( LPLA ), when it...

LPLA - Private Advisor Group Announces Minority Investment by LPL Financial

Private Advisor Group Announces Minority Investment by LPL Financial PR Newswire LPL Financial Joins Merchant in Minority Ownership of Private Advisor Group, Strengthening Strategic Alignment MORRISTOWN, N.J. , Nov. 19, 2025 /PRNewswire/ --  Private Advisor Group , ...

LPLA - LPL Financial Welcomes Longstreet Wealth Management

SAN DIEGO, Nov. 19, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the partners of Longstreet Wealth Management have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $175 million in advisory, bro...

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