reports
LPL Research Team Releases 2026 Outlook: The Policy Engine
LPL Research Team Releases 2026 Outlook: The Policy Engine Annual report delivers a data-driven perspective on the economic and market landscape, outlining actionable insights for investors to navigate policy-driven trends and volatility SAN DIEGO, Dec. 09, 2025 (GLOBE NEWSWIRE) -- today released its 2026 Outlook: The Policy Engine. Reflecting on the second half of 2025 and looking ahead to the new year, offers a comprehensive analysis of the economic and market environment, highlighting potential implications for investors and their portfolios in 2026. The 2026 Outlook provides a g...
Matthew Morningstar Joins LPL as Chief Legal Officer
Matthew Morningstar Joins LPL as Chief Legal Officer SAN DIEGO, Dec. 05, 2025 (GLOBE NEWSWIRE) -- (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 and oversees the Legal, Policy and Community Impact teams, driving strategic legal guidance, public policy engagement and community initiatives across the enterprise. Morningstar previously served at LPL in leadership roles across advisory and commercial law, litigation and...
LPL Financial Celebrates 15 Years as a Public Company with Nasdaq Bell...
LPL Financial Celebrates 15 Years as a Public Company with Nasdaq Bell Ringing Ceremony From IPO to Industry Leader: LPL’s Steadfast Commitment to Financial Advisors Powers $2.3 Trillion in Client Assets, Driving Transformative Growth and Innovation SAN DIEGO, Dec. 04, 2025 (GLOBE NEWSWIRE) -- (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, December 8, 2025 at 9:30 a.m. Chief Executive Officer Rich Steinmeier will be joine...
LPL Financial to Present at the Goldman Sachs Financial Services Confe...
LPL Financial to Present at the Goldman Sachs Financial Services Conference SAN DIEGO, Dec. 02, 2025 (GLOBE NEWSWIRE) -- 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 presentation will be accessible at , with a replay available on the website after the presentation. Contacts Investor Relations Media Relations About LPL Financial LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth managem...
LPL Financial Welcomes Kūpono Wealth Planning
LPL Financial Welcomes Kūpono Wealth Planning SAN DIEGO, Dec. 02, 2025 (GLOBE NEWSWIRE) -- announced today that Brandon Wallis, CFP®, CRPS™, of has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. He reported serving approximately $145 million in advisory, brokerage, and retirement plan assets* and joins LPL from Edward Jones. Kūpono Wealth Planning is based in Mililani, Hawaiʻi, just 20 miles from Honolulu, and proudly serves the Central Oahu and North Shore communities. With two decades of industry experience, Brandon has called Hawaiʻi home sin...
LPL Financial Reports Monthly Activity for October 2025
LPL Financial Reports Monthly Activity for October 2025 SAN DIEGO, Nov. 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. () (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 $36.6 billion, or 1.6%, compared to the end of September 2025. Total organic net new assets for October were $7.3 billion, translating to a 3.8% annualized growth rate. This included $0.7 billion of assets from First Horizon Bank that onboarded in October, and $0.5 billion of assets that ...
LPL Financial Welcomes Longstreet Wealth Management
LPL Financial Welcomes Longstreet Wealth Management SAN DIEGO, Nov. 19, 2025 (GLOBE NEWSWIRE) -- 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, brokerage and retirement plan assets* and join LPL from Raymond James. Located near Lubbock, Texas, with offices in Amarillo and Hereford, the team is comprised of Taylor Graves, CFP®, and Wayne Pierson. Together, they bring nearly four decades of combined experience and serv...
LPL Financial Launches Cash Management Account to Seamlessly Integrate...
LPL Financial Launches Cash Management Account to Seamlessly Integrate Banking and Investing New solution offers FDIC protection and modern banking tools — all within LPL’s integrated platform SAN DIEGO, Nov. 12, 2025 (GLOBE NEWSWIRE) -- , a leading wealth management firm, today announced the launch of its Cash Management Account (CMA), a solution designed to simplify clients’ financial lives by integrating traditional banking features with investing. The CMA combines the convenience of modern banking features with the strategic benefits of investment flexibility. Clients can manage un...
LPL Financial Holdings Inc: 1 director
A director at LPL Financial Holdings Inc sold 1,500 shares at 376.432USD and the significance rating of the trade was 62/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two ye...
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
YNDX YANDEX NV CLASS A
WDC WESTERN DIGITAL CORPORATION
TTMI TTM TECHNOLOGIES INC.
RUN SUNRUN INC.
OSIS OSI SYSTEMS INC.
OHI OMEGA HEALTHCARE INVESTORS INC.
NWPX NORTHWEST PIPE CO.
MMSI MERIT MEDICAL SYSTEMS INC.
LPTH LIGHTPATH TECHNOLOGIES INC. CL A
LOCO EL POLLO LOCO HOLDINGS INC
KWR QUAKER CHEMICAL CORPORATION
HNRG HALLADOR ENERGY CO.
GALT GALECTIN THERAPEUTICS
EXPO EXPONENT INC.
BRKR BRUKER CORPORATION
AXTI AXT INC.
ASPN ASPEN AEROGELS
GASS STEALTHGAS
BJRI BJ'S RESTAURANTS INC.
AUP AURINIA PHARMACEUTICALS INC.
NVT NINH VAN BAY REAL ESTATE
ATEC ALPHATEC HOLDINGS INC.
BIO BIO-RAD LABORATORIES INC. CLASS A
FSLR FIRST SOLAR INC.
LPLA LPL FINANCIAL HOLDINGS INC.
TWLO TWILIO INC. CLASS A
HCC WARRIOR MET COAL INC.
BTU PEABODY ENERGY CORPORATION
NEXA NEXA RESOURCES S.A.
AMRX AMNEAL PHARMACEUTICALS INC. CLASS A
OPXSD OPTEX SYSTEMS HOLDINGS INC
CSTL CASTLE BIOSCIENCES
TXG 10X GENOMICS INC CLASS A
TVTX TRAVERE THERAPEUTICS INC
AMR ALPHA METALLURGICAL RESOURCES INC
CGEM CULLINAN ONCOLOGY INC
MMED MIND MEDICINE MINDMED
MRVL MARVELL TECHNOLOGY INC
DAWN DAY ONE BIOPHARMACEUTICALS INC
NVTS NAVITAS SEMICONDUCTOR CORP
APG API GROUP CORP
JOBY JOBY AVIATION INC
SPXC SPX TECHNOLOGIES INC
IE IVANHOE ELECTRIC INC
AMPX AMPRIUS TECHNOLOGIES INC
DUOT DUOS TECHNOLOGIES GROUP INC
IMPP IMPERIAL PETE INC
LAES SEALSQ CORP
LXEO LEXEO THERAPEUTICS INC
METC RAMACO RESOURCES INC.
RAPP RAPPORT THERAPEUTICS INC
TOYO TOYO CO LTD
CLNN CLENE INC
FCEL FUELCELL ENERGY INC.
QUIK QUICKLOGIC CORP
GSAT GLOBALSTAR INC.
ACA ALDA CAPITAL CORP COM
LPL Financial Announces Lower Fees and Streamlined Pricing Across Advi...
LPL Financial Announces Lower Fees and Streamlined Pricing Across Advisory Platforms Platform enhancements build on the most competitive advisory offering in the industry SAN DIEGO, Oct. 31, 2025 (GLOBE NEWSWIRE) -- , a leading wealth management firm, today announced a reduction in fees and a simplified pricing structure across its advisory platforms, delivering meaningful savings in high-demand programs and helping advisors expand access to high-value investment solutions. Effective July 1, 2026, fees will be lowered for advisors across LPL’s Strategic Asset Management (SAM) and Model...
LPL Financial Announces Third Quarter 2025 Results
LPL Financial Announces Third Quarter 2025 Results Key Financial Results: Net loss was $30 million, translating to diluted loss per share ("EPS") of $0.37 This included $419 million, or $5.21 per share, of one-time acquisition costs incurred at the closing of the Commonwealth Financial Network ("Commonwealth") acquisition Adjusted EPS* increased 25% year-over-year to $5.20 Gross profit* increased 31% year-over-year to $1,479 millionCore G&A* increased 33% year-over-year to $477 millionAdjusted pre-tax income* increased 35% year-over-year to $569 million ...
LPL Financial Welcomes Edge Wealth Advisory Group
LPL Financial Welcomes Edge Wealth Advisory Group SAN DIEGO, Oct. 28, 2025 (GLOBE NEWSWIRE) -- announced today that the partners of have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $200 million in advisory, brokerage and retirement plan assets* and join LPL from Raymond James. With offices located near the Austin, Texas area in Granite Shoals and Gonzales, the team consists of father-son duo John Edgecomb and Robb Edgecomb, CFP®, CRPC. They have a combined 65 years of experience. Their clients include busine...
LPL Financial Welcomes Gentle Family Wealth Partners
LPL Financial Welcomes Gentle Family Wealth Partners SAN DIEGO, Oct. 23, 2025 (GLOBE NEWSWIRE) -- announced today that Shawn Gentle, AIF® of Gentle Family Wealth Partners has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. He reported serving approximately $280 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James. Based in Birmingham, Ala., Gentle brings 37 years of experience to his practice. His longstanding passion for economics and finance developed well before his time at the University of Alabama, where ...
LPL Financial Welcomes Paddock and Pine Wealth Partners to Linsco Chan...
LPL Financial Welcomes Paddock and Pine Wealth Partners to Linsco Channel SAN DIEGO, Oct. 14, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors Stephen Carleton and Tom Niles have joined LPL’s employee advisor channel, to launch . They reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and join LPL from Janney. Based in Saratoga Springs, N.Y., the team offers nearly 55 years of combined experience and has worked together for 10 years. By blending their diverse expertise and years of collaboration, Carleton and Niles are commi...
LPL Financial Announces Third Quarter 2025 Earnings Release Date and C...
LPL Financial Announces Third Quarter 2025 Earnings Release Date and Conference Call SAN DIEGO, Oct. 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. () (the “Company”), the parent corporation of LLC, announced today it will report third quarter financial results after the market closes on Thursday, October 30. The Company will host a conference call to discuss its results at 5 p.m. ET the same day.The conference call will be accessible and available for replay at . Contacts Investor Relations Media Relations About LPL Financial LPL Financial Holdings Inc. (Nasdaq: LPLA) is ...
LPL Financial Welcomes Flowers-Bradley Wealth Management to Linsco Cha...
LPL Financial Welcomes Flowers-Bradley Wealth Management to Linsco Channel SAN DIEGO, Oct. 07, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors Justin Flowers and Wally Bradley have joined LPL’s employee advisor channel, to launch . They reported serving approximately $320 million in advisory, brokerage and retirement plan assets* and join LPL from Truist. Based in the Atlanta Metro Area, the team offers nearly 40 years of combined experience and has worked together for seven years. Most clients are nearing retirement or just beginning financial planning. The team aim...
LPL Financial Welcomes Lighthouse Private Wealth
LPL Financial Welcomes Lighthouse Private Wealth SAN DIEGO, Sept. 30, 2025 (GLOBE NEWSWIRE) -- announced today that advisors, DJ Totland, CFP®, CIMA®, CPFA® and Christopher Meyer, CFP®, with support from Rob Tendler CFP®, CLU® and the team – an existing firm supporting LPL-affiliated advisors - have come together to form . The practice joins LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $1.1 billion in advisory, brokerage and retirement plan assets* and join LPL from RBC. Located in Red Bank, New Jersey, within the m...
LPL Financial Welcomes Tennant Financial
LPL Financial Welcomes Tennant Financial SAN DIEGO, Sept. 25, 2025 (GLOBE NEWSWIRE) -- announced today that the partners of have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $1.3 billion in advisory, brokerage and retirement plan assets* and join LPL from Northwestern Mutual. Based in Ballston Lake, near Saratoga Springs, N.Y., the team led by Steven Tennant, CFP®, Jeremy Berry, CPA and Ryan Wade, MBA, CFA®, provides financial services to clients throughout New England and nationwide. The three have collaborat...
LPL Financial Reports Monthly Activity for August 2025
LPL Financial Reports Monthly Activity for August 2025 SAN DIEGO, Sept. 18, 2025 (GLOBE NEWSWIRE) -- LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. () (the “Company”), today released its monthly activity report for August 2025. Total advisory and brokerage assets at the end of August were $2.26 trillion, an increase of $324.1 billion, or 16.7%, compared to the end of July 2025. Total net new assets for August were $292.8 billion, which included $275.0 billion of acquired net new assets resulting from the acquisition of Commonwealth Financial Network ("C...
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