reports
LPL Financial Welcomes Runyan Capital
LPL Financial Welcomes Runyan Capital SAN DIEGO, June 12, 2025 (GLOBE NEWSWIRE) -- 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. After beginning his career in wealth management in 2001, he set out to fulfi...
Stifel Announces Victor Nesi to Retire as Co-President and Head of Ins...
Stifel Announces Victor Nesi to Retire as Co-President and Head of Institutional Group; Joins Board of Directors ST. LOUIS, June 11, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced that Victor Nesi, Co-President and Head of the Institutional Group, will retire from his day-to-day operating responsibilities effective July 1, 2025, after 16 years of distinguished service. Mr. Nesi will, however, continue to serve the firm, simultaneously joining its Board of Directors. “Victor has been instrumental in building the platform we have today,” said Ronald J. Kruszewsk...
LPL Financial Holdings Inc: 1 director
A director at LPL Financial Holdings Inc sold 1,500 shares at 378.867USD and the significance rating of the trade was 60/100. 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...
Stifel Financial Corp: 1 director
A director at Stifel Financial Corp sold after exercising options/sold 10,000 shares at 96.695USD and the significance rating of the trade was 72/100. 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 direc...
LPL Financial Welcomes Loomis Wealth Management
LPL Financial Welcomes Loomis Wealth Management SAN DIEGO, June 05, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors William “Bill” Curtis Loomis, III, CFP®, William Curtis “Curt” Loomis, IV and Justin K. Hitt of have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. The team reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from L.M. Kohn & Company. Based in Harrisonburg, Va., Bill and Curt founded Loomis Wealth Management in 2010 with the goal of empowering indi...
Arv Private Wealth Launches with Support from LPL Strategic Wealth
Arv Private Wealth Launches with Support from LPL Strategic Wealth SAN DIEGO, June 02, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors Christian Reuter, James “Scott” Robinson and Michael Capeder have launched a new independent practice, , through affiliation with LPL Financial’s supported independence model, . They reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and join LPL from RBC. Based in San Diego, Reuter and Robinson have been collaborating since 2012 and bring a combined six decades of financial industry experien...
Stifel Completes Acquisition of Bryan Garnier
Stifel Completes Acquisition of Bryan Garnier ST. LOUIS, June 02, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced the completion of its acquisition of Bryan, Garnier & Co. (“Bryan Garnier”), a leading independent full-service investment bank specializing in the European technology and healthcare sectors. “Bryan Garnier brings focused sector expertise, an entrepreneurial mindset, and a strong reputation for trusted advice—qualities that align closely with Stifel’s values and strategy,” said Ronald J. Kruszewski, Chairman and CEO of Stifel. “This partnership en...
Raymond James Financial Inc: 1 director
A director at Raymond James Financial Inc sold 6,570 shares at 146.610USD and the significance rating of the trade was 69/100. 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 y...
LPL Financial to Present at the William Blair Growth Stock Conference
LPL Financial to Present at the William Blair Growth Stock Conference SAN DIEGO, May 28, 2025 (GLOBE NEWSWIRE) -- LLC (Nasdaq:LPLA) today announced that Matt Audette, President and Chief Financial Officer, will present at the William Blair Growth Stock Conference on June 4. The presentation takes place at 11 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 wealt...
LPL Financial Welcomes Mai Park Capital to Linsco Channel
LPL Financial Welcomes Mai Park Capital to Linsco Channel SAN DIEGO, May 28, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisor Mai Park, CPWA®, has joined LPL’s employee advisor channel, , aligning with existing firm , to launch . She reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and joins LPL from Merrill Lynch. Based in Newport Beach, Calif., Park transitioned to financial services in 2007 following a career as a high school science teacher. With more than 20 years of industry experience, Park focuses on estate planning, i...
LPL Financial Welcomes Beamish Wealth Management to Linsco Channel
LPL Financial Welcomes Beamish Wealth Management to Linsco Channel SAN DIEGO, May 27, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisor Colin Beamish, CFP®, has joined LPL’s employee advisor channel, , to launch . He reported serving approximately $445 million in advisory, brokerage and retirement plan assets* and joins LPL from City National Securities, Inc., a subsidiary of RBC. Based in San Diego, Beamish transitioned to financial services in 2006 from the sports industry where he worked for the National Hockey League team Florida Panthers and the Arena Football Leagu...
Stifel Reports April 2025 Operating Data
Stifel Reports April 2025 Operating Data ST. LOUIS, May 22, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today reported selected operating results for April 30, 2025 in an effort to provide timely information to investors on certain key performance metrics. Due to the limited nature of this data, a consistent correlation to earnings should not be assumed. Ronald J. Kruszewski, Chairman and Chief Executive Officer, said, “Total client assets and fee-based assets increased 7% and 11%, respectively, from the same period a year ago, due to market appreciation and our continued ...
LPL Financial Reports Monthly Activity for April 2025
LPL Financial Reports Monthly Activity for April 2025 SAN DIEGO, May 22, 2025 (GLOBE NEWSWIRE) -- LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. () (the “Company”), today released its monthly activity report for April 2025. Total advisory and brokerage assets at the end of April were $1.79 trillion, a decrease of $7.0 billion, or 0.4%, compared to the end of March 2025. Total organic net new assets for April were $6.1 billion, translating to a 4.1% annualized growth rate. This included $0.1 billion of assets from Wintrust Investments, LLC and certain pr...
LPL Financial and Momentum Wealth Partners Welcome Beacon Financial
LPL Financial and Momentum Wealth Partners Welcome Beacon Financial SAN DIEGO, May 22, 2025 (GLOBE NEWSWIRE) -- announced today that has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligning with , an existing firm supporting LPL-affiliated advisors. The Beacon Financial team of 10 advisors reported having served approximately $850 million in advisory, brokerage and retirement plan assets* and joins LPL from Cetera. Based in Toledo, Ohio, Beacon Financial is led by Principal Owner and CEO Greg Kopan, AIF®, a seasoned financial servi...
Raymond James Financial Declares Quarterly Dividends on Common and Pre...
Raymond James Financial Declares Quarterly Dividends on Common and Preferred Stock ST. PETERSBURG, Fla., May 21, 2025 (GLOBE NEWSWIRE) -- On May 21, 2025, the Raymond James Financial, Inc. (NYSE: RJF) Board of Directors declared a quarterly cash dividend on shares of its common stock of $0.50 per share, payable July 15, 2025 to shareholders of record on July 1, 2025. The Board declared a quarterly dividend of $0.3984375 per depositary share of 6.375% Fixed-to-Floating Rate Series B Non-Cumulative Perpetual Preferred Stock (NYSE: RJF PrB) payable July 1, 2025, to shareholders of record...
LPL Financial to Present at the Bernstein Strategic Decisions Conferen...
LPL Financial to Present at the Bernstein Strategic Decisions Conference SAN DIEGO, May 21, 2025 (GLOBE NEWSWIRE) -- LLC today announced that Rich Steinmeier, Chief Executive Officer, will present at the Bernstein Strategic Decisions Conference on May 28. 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 management firms i...
LPL Financial Expands Wealth Planning Leadership with New EVP Tara Tho...
LPL Financial Expands Wealth Planning Leadership with New EVP Tara Thompson Popernik Fast-growing wealth management firm also welcomes Monte Tomasino as Executive Vice President of Service Digital Enablement SAN DIEGO, May 21, 2025 (GLOBE NEWSWIRE) -- , a leading wealth management firm, has appointed Tara Thompson Popernik as Executive Vice President and Head of Wealth Planning. Additionally, Monte Tomasino has joined the company as Executive Vice President of Service Digital Enablement, further solidifying LPL’s commitment to delivering top-tier wealth planning and service solutions. ...
LPL Financial Announces Q1 2025 Technology Updates
LPL Financial Announces Q1 2025 Technology Updates Firmwide technology and AI enhancements aim to improve experiences for advisors, investors and financial institutions SAN DIEGO, May 20, 2025 (GLOBE NEWSWIRE) -- , a leading wealth management firm, has announced a series of significant updates to its financial technology, investment solutions and platform infrastructure in the first quarter of 2025. These ongoing improvements underscore LPL’s dedication to helping advisors harness both existing and emerging technologies to optimize their time, create tailored client experiences, and off...
LPL Financial Welcomes PCC Wealth Partners
LPL Financial Welcomes PCC Wealth Partners SAN DIEGO, May 20, 2025 (GLOBE NEWSWIRE) -- 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 and retirement plan assets* and joins LPL from Ameriprise. Based just outside of Houston in The Woodlands, Dollar and Owens have built a reputation for delivering customiz...
LPL Financial Asks What If You Could? in New Brand Campaign
LPL Financial Asks What If You Could? in New Brand Campaign In a first-of-its-kind marketing initiative for LPL, the actor Anna Kendrick is featured in a campaign that raises the company’s visibility as a leader in wealth management 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 include...
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