reports
LPL Financial Welcomes Sound Wealth
LPL Financial Welcomes Sound Wealth SAN DIEGO, Feb. 12, 2026 (GLOBE NEWSWIRE) -- announced today that financial advisors Curt Pederson and Britt Saylor of Sound Wealth have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $420 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. Pederson and Saylor have 40 years of experience combined and are based in the Seattle and Phoenix areas. The team serves high-net-worth individuals, families and multigenerational households with complex...
Raymond James Financial Inc: 1 director
A director at Raymond James Financial Inc sold 4,500 shares at 170.462USD and the significance rating of the trade was 71/100. 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 Welcomes Wealth Innovations
LPL Financial Welcomes Wealth Innovations SAN DIEGO, Feb. 03, 2026 (GLOBE NEWSWIRE) -- announced today that the financial advisors of Wealth Innovations, LLC 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 Osaic. Based in Richmond, Va., Wealth Innovations is led by industry veteran Jim LaNeave, who brings nearly four decades of leadership and financial planning experience, alongside Marian Crawford, CFP®, and Samuel LaNeave. Th...
LPL Financial Announces Fourth Quarter and Full Year 2025 Results
LPL Financial Announces Fourth Quarter and Full Year 2025 Results Fourth Quarter 2025Key Financial Results: Net income was $301 million, translating to diluted earnings per share ("EPS") of $3.74, up 4% from a year ago Adjusted EPS* increased 23% year-over-year to $5.23 Gross profit* increased 26% year-over-year to $1,542 millionCore G&A* increased 27% year-over-year to $536 millionAdjusted pre-tax income* increased 36% year-over-year to $559 million Key Business Results: Total advisory and brokerage assets increased 36% year-over-year to $2.4 trillion Advisory assets increased 46% year...
Raymond James Financial Reports Fiscal First Quarter of 2026 Results
Raymond James Financial Reports Fiscal First Quarter of 2026 Results St. Petersburg, Fla., Jan. 28, 2026 (GLOBE NEWSWIRE) -- Record client assets under administration of $1.77 trillion and record Private Client Group assets in fee-based accounts of $1.04 trillion, up 14% and 19%, respectively, over December 2024Record quarterly net revenues of $3.74 billion, up 6% over the prior year’s fiscal first quarter and just above the preceding quarterQuarterly net income available to common shareholders of $562 million, or $2.79 per diluted share; quarterly adjusted net income available to c...
Stifel Reports Record Full Year Results, Announces 11% Common Stock Di...
Stifel Reports Record Full Year Results, Announces 11% Common Stock Dividend Increase and Three-For-Two Stock Split ST. LOUIS, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today reported net revenues of $1.56 billion for the three months ended December 31, 2025, compared with $1.36 billion a year ago. Net income available to common shareholders was $255.0 million, or $2.31 per diluted common share, compared with $234.7 million, or $2.09 per diluted common share for the fourth quarter of 2024. Non-GAAP net income available to common shareholders was $290.0 million, o...
Stifel Announces a Three-for-Two Stock Split, 11% Increase to Its Comm...
Stifel Announces a Three-for-Two Stock Split, 11% Increase to Its Common Stock Dividend & Declares Preferred Stock Cash Dividend Represents Ninth Consecutive Annual Dividend Increase Delivered to Shareholders ST. LOUIS, Jan. 27, 2026 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced that its Board of Directors declared a three-for-two stock split of Stifel’s common stock in the form of a 50% stock dividend to be distributed on February 26, 2026, to shareholders of record at the close of business on February 12, 2026. Shareholders will receive one additional share of ...
Raymond James Launches Proprietary Digital AI Agent to Bolster Operati...
Raymond James Launches Proprietary Digital AI Agent to Bolster Operational Excellence St. Petersburg, Fla., Jan. 27, 2026 (GLOBE NEWSWIRE) -- Building on its service-focused, long-term artificial intelligence (AI) strategy, Raymond James announced the launch of its proprietary digital AI operations agent, dubbed Rai. Rai leverages natural language processing and generative AI to provide immediate, curated natural language answers and guidance to operational questions based on multiple firm knowledge bases while intelligently evolving based on user activities and preferences. “Rai refl...
LPL Financial Celebrates Industry-Leading Milestone: Over 6,000 Adviso...
LPL Financial Celebrates Industry-Leading Milestone: Over 6,000 Advisors Achieve CFP® Certification Milestone highlights LPL’s enduring commitment to financial planning innovation and leadership SAN DIEGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- , a leading wealth management firm, today announced that 6,200 LPL-affiliated financial advisors have earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as of December 31, 2025 — the most of any firm in the industry. This achievement reflects LPL’s continued investment in the technology, services and infrastructure that define the modern advi...
LPL Welcomes Moto Wealth Partners to Linsco
LPL Welcomes Moto Wealth Partners to Linsco SAN DIEGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- announced today that wealth advisors Breanne Bovara, CPWA®, and Derrick Petry, CFA®, have joined to launch . They reported serving approximately $2 billion for their prior firm in advisory, brokerage and retirement plan assets* and join LPL from Fifth Third Private Bank. Located in Cincinnati and Dayton, Ohio, Moto Wealth Partners serves high-net-worth and ultra-high-net-worth families across the country, with a strong presence anchored in those markets. Bovara and Petry bring nearly 40 years of co...
LPL and Private Advisor Group Welcome Wilson Peak Wealth Management
LPL and Private Advisor Group Welcome Wilson Peak Wealth Management SAN DIEGO, Jan. 22, 2026 (GLOBE NEWSWIRE) -- announced today that financial advisors Jeffrey J. Wilson, CFP®, and Michael Sadowski, CFP®, of have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform and will be leveraging Private Advisor Group’s infrastructure for the next stage of their growth. They reported serving approximately $150 million in advisory, brokerage and retirement plan assets* and join LPL from Wells Fargo Advisors. Located in Upper Saddle River, New Jersey, within the ...
Stifel Financial Schedules Fourth Quarter and Full Year 2025 Financial...
Stifel Financial Schedules Fourth Quarter and Full Year 2025 Financial Results Conference Call ST. LOUIS, Jan. 21, 2026 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) will release its fourth quarter & full year 2025 financial results before the market opens on Wednesday, January 28, 2026. The company will host a conference call to review the results at 9:30 a.m. Eastern time that same day. The conference call may include forward-looking statements. All interested parties are invited to listen to Stifel Chairman and CEO Ronald J. Kruszewski by dialing (800) 330-6710 and referencing...
Raymond James Financial Announces Fiscal Year 2026 Quarterly Earnings...
Raymond James Financial Announces Fiscal Year 2026 Quarterly Earnings Schedule St. Petersburg, Fla., Jan. 21, 2026 (GLOBE NEWSWIRE) -- Raymond James Financial, Inc. (NYSE: RJF) announced today its expected earnings release dates and conference call information for the first, second, third and fourth quarters of fiscal year 2026. Financial results will be released at approximately 4:15 p.m. Eastern time, and the live conference call will begin at approximately 5:00 p.m. Eastern time, on the following dates: Fiscal First Quarter of 2026: January 28, 2026Fiscal Secon...
Raymond James To Acquire Clark Capital Management Group
Raymond James To Acquire Clark Capital Management Group St. Petersburg, Fla., Jan. 15, 2026 (GLOBE NEWSWIRE) -- Raymond James announced today that it has reached an agreement to acquire Clark Capital Management Group, Inc. (“Clark Capital”). Founded in 1986 by Harry Clark, Philadelphia-based Clark Capital is a leading asset management firm specializing in wealth-focused solutions, with over $46 billion in discretionary assets under management and non-discretionary assets. Clark Capital is recognized as a high-growth firm in the industry and has a track record of strong inflows. Followi...
LPL Financial Welcomes Oak Bridge Financial, LLC
LPL Financial Welcomes Oak Bridge Financial, LLC SAN DIEGO, Jan. 14, 2026 (GLOBE NEWSWIRE) -- announced today that the financial advisors of have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $230 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. Based in Houston, Oak Bridge is led by industry veterans Peter Goudeau Jr. LUTCF®, CLU®, ChFC®, RICP®, APMA®, and Larry Boyd MBA, APMA®, LUTCF®, who bring a combined 45 years’ experience and founded the firm in 2007. The firm ser...
Wealth Management Leaders Suzanne Elovic and Mike Murphy Join LPL Fina...
Wealth Management Leaders Suzanne Elovic and Mike Murphy Join LPL Financial to Strengthen Advisor and Client Service SAN DIEGO, Jan. 13, 2026 (GLOBE NEWSWIRE) -- , a leading wealth management firm, today announced the appointments of Suzanne Elovic as executive vice president, head of supervision, and Mike Murphy as executive vice president, head of service. Both leaders will be based in the firm’s New York office, reporting to John O’Neill, executive vice president and head of Service & Supervision. Suzanne Elovic: Driving Modernization in Supervision Elovic will lead efforts to enhanc...
LPL Financial Appoints Ilan Davidovici as Executive Vice President, Co...
LPL Financial Appoints Ilan Davidovici as Executive Vice President, Corporate Strategy SAN DIEGO, Jan. 12, 2026 (GLOBE NEWSWIRE) -- , a leading wealth management firm, today announced that Ilan Davidovici has joined the firm as executive vice president, Corporate Strategy. In this role, Davidovici will lead LPL’s Corporate Strategy team, partnering across the organization to define long-term vision, shape strategic priorities, evaluate growth opportunities and position LPL for sustainable success. Davidovici brings more than 20 years of experience driving transformation and growth across...
LPL Financial Announces Fourth Quarter and Full Year 2025 Earnings Rel...
LPL Financial Announces Fourth Quarter and Full Year 2025 Earnings Release Date and Conference Call SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. () (the “Company”), the parent corporation of LLC, announced today it will report fourth quarter and full year financial results after the market closes on Thursday, January 29. 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 Ho...
Somesh Khanna Elected to LPL Financial Board of Directors
Somesh Khanna Elected to LPL Financial Board of Directors SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- (Nasdaq: LPLA), a leading wealth management firm, today announced that Somesh Khanna has been elected to the company’s board of directors as an independent director. Khanna currently serves as a senior advisor at McKinsey & Company and is the executive co-chair of Apexon, a technology services firm specializing in artificial intelligence, data and digital-first solutions. He also serves on the boards of KeyCorp and Persado. Khanna brings more than three decades of leadership experienc...
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