reports
Stifel Financial Corp: 8 directors
Nine Directors at Stifel Financial Corp bought/sold 150,083 shares at between 0.000USD and 112.900USD. The significance rating of the trade was 74/100. 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 dire...
LPL Financial Reports Monthly Activity for July 2025
LPL Financial Reports Monthly Activity for July 2025 SAN DIEGO, Aug. 21, 2025 (GLOBE NEWSWIRE) -- LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. () (the “Company”), today released its monthly activity report for July 2025. Total advisory and brokerage assets at the end of July were $1.94 trillion, an increase of $20.2 billion, or 1.1%, compared to the end of June 2025. Total organic net new assets for July were $5.4 billion, translating to a 3.4% annualized growth rate. This included $1.8 billion of assets that off-boarded as part of the previously disc...
Raymond James Financial Declares Quarterly Dividends on Common and Pre...
Raymond James Financial Declares Quarterly Dividends on Common and Preferred Stock ST. PETERSBURG, Fla., Aug. 21, 2025 (GLOBE NEWSWIRE) -- On August 20, 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 October 15, 2025, to shareholders of record on October 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 October 1, 2025, to sharehol...
LPL Financial Welcomes Women-Led Chloey Wealth
LPL Financial Welcomes Women-Led Chloey Wealth SAN DIEGO, Aug. 21, 2025 (GLOBE NEWSWIRE) -- announced today that advisors Jenna Vitosh and Natalia Paige have joined forces to launch with LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $140 million in advisory, brokerage and retirement plan assets.* Vitosh joins LPL from Edward Jones and Paige from New York Life. Based in Lincoln, Neb., the team has 20 years of experience. Vitosh is a second-generation financial advisor who has a passion for helping people. Paige starte...
Raymond James Welcomes Massachusetts Advisors Managing Over $120 Mill...
Raymond James Welcomes Massachusetts Advisors Managing Over $120 Million in Assets St. Petersburg, Fla., Aug. 20, 2025 (GLOBE NEWSWIRE) -- Raymond James (NYSE: RJF) recently welcomed financial advisors Charlene Dolan, CFP®, AIF®, Danielle Holmes, CRPC®, AIF®, and John MacDonald, ChFC®, AIF®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Alex David, Northeast divisional director for RJFS. The team arrives from Commonwealth Financial Network, where they managed over $120 million in client assets. As , based in Amesbury, Massachusetts, ...
LPL Financial Welcomes Zarra Wealth Management
LPL Financial Welcomes Zarra Wealth Management SAN DIEGO, Aug. 19, 2025 (GLOBE NEWSWIRE) -- announced today that the advisors of have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) platform. They reported serving approximately $270 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. Based on Long Island, in Westbury, NY, the team consists of Christopher Zarra, CFP®, CHFC®, CFS®, James Kelly CFP®, APMA™ and Michele Welch, CFP®. They bring 48 years of collective financial industry experience focusing on families, pre-retiree...
Raymond James Welcomes $1.8 Billion Financial Advisor Team in New Jers...
Raymond James Welcomes $1.8 Billion Financial Advisor Team in New Jersey and Florida St. Petersburg, Fla., Aug. 14, 2025 (GLOBE NEWSWIRE) -- Raymond James recently welcomed a team of 16 financial advisors to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Alex David, Northeast division director for RJFS. With offices in Morristown, New Jersey and West Palm Beach, Florida, and its Eagle Rock Wealth Management subsidiary are led by Founders and Principals Thomas C. Rapp, CLU®, ChFC®, AEP® and Ronald J. Greenberg, CLU®, AEP® and Managing Par...
LPL Financial Showcases Innovation, Investment and Inspiration at Focu...
LPL Financial Showcases Innovation, Investment and Inspiration at Focus 2025 Finale A surprise guest challenges the world’s largest gathering of financial advisors to ask, “What if you could?” SAN DIEGO, Aug. 13, 2025 (GLOBE NEWSWIRE) -- At the third and final day of Focus 2025, , a leading wealth management firm, highlighted its bold new brand platform, anchored by the question “What if you could?,” signaling a transformative shift in how the firm supports advisors and positions itself within the broader wealth management industry. The morning kicked off with President and Chief Finan...
LPL Financial CEO Rich Steinmeier Addresses Over 6,000 Financial Advis...
LPL Financial CEO Rich Steinmeier Addresses Over 6,000 Financial Advisors at Focus 2025 LPL outlines its roadmap for transforming the wealth management industry and delivering long-term value to financial advisors and the clients they serve SAN DIEGO, Aug. 12, 2025 (GLOBE NEWSWIRE) -- , a leading wealth management firm, convened more than 10,000 attendees, including 6,000 financial advisors from across the country, for its flagship annual conference Focus 2025 at the San Diego Convention Center. Monday’s event began with a keynote address from LPL Financial CEO Rich Steinmeier, who spok...
LPL Financial Kicks Off Focus 2025, Largest Gathering of Financial Adv...
LPL Financial Kicks Off Focus 2025, Largest Gathering of Financial Advisors in Firm History Three-day flagship event asks, “What If You Could?” and delivers the tools and support to make it happen SAN DIEGO, Aug. 11, 2025 (GLOBE NEWSWIRE) -- , a leading wealth management firm, last night opened its annual flagship conference, Focus 2025, welcoming more than 10,000 financial professionals and industry leaders to the San Diego Convention Center. The three-day event marks the largest in-person gathering in LPL history, offering curated content, strategic insights and immersive experiences ...
LPL Financial Holdings Inc: 1 director
A director at LPL Financial Holdings Inc sold 1,500 shares at 374.046USD and the significance rating of the trade was 61/100. 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...
LPL Financial and Financial Resources Group Welcome Coastal Wealth Man...
LPL Financial and Financial Resources Group Welcome Coastal Wealth Management Group SAN DIEGO, Aug. 07, 2025 (GLOBE NEWSWIRE) -- announced today that the advisors of have joined , an existing firm supporting LPL-affiliated advisors. They reported serving approximately $175 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Based on the Gulf Coast in Ocean Springs, Miss., the team includes Lloyd Baxter CWS®, AIF®, George Cumbest, Darryl Meadows and Timothy Taranto. They were all born and raised on the Mississippi Gulf Coast and continue to be active memb...
Stifel Declares Quarterly Common Stock Cash Dividend and Declares Pref...
Stifel Declares Quarterly Common Stock Cash Dividend and Declares Preferred Stock Cash Dividend ST. LOUIS, Aug. 06, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced that its Board of Directors has declared a cash dividend on shares of its common stock of $0.46 per share, payable September 16, 2025, to shareholders of record at the close of business on September 2, 2025. The Board of Directors also declared a quarterly cash dividend on the outstanding shares of its 6.25% Non-Cumulative Perpetual Preferred Stock, Series B (the “Series B Preferred Stock”), 6.125% ...
Raymond James Welcomes Florida Financial Advisors Managing $210 Millio...
Raymond James Welcomes Florida Financial Advisors Managing $210 Million in Assets ST. PETERSBURG, Fla., Aug. 05, 2025 (GLOBE NEWSWIRE) -- Raymond James recently welcomed financial advisors Leo Boisvert, MBA, CIMA®, CDFA®, and Erik Heben, CFP®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast divisional director for RJFS. The duo arrives from Commonwealth Financial Network, where they managed approximately $210 million in client assets. As co-founders of , based in Fort Myers, Florida, they provide holistic financ...
LPL Financial Welcomes Chief People Officer Emily Field
LPL Financial Welcomes Chief People Officer Emily Field Veteran talent strategist joins LPL to elevate employee experience and scale the firm’s high-performance culture SAN DIEGO, Aug. 04, 2025 (GLOBE NEWSWIRE) -- , a leading wealth management firm, today announced the appointment of Emily Field as group managing director and chief people officer. In this role, Field joins the firm’s Management Committee and will lead the Human Resources function, overseeing talent strategy and employee experience for over 9,000 employees. Field brings deep expertise in organizational performance and w...
LPL Financial Closes Its Acquisition of Commonwealth Financial Network
LPL Financial Closes Its Acquisition of Commonwealth Financial Network SAN DIEGO, Aug. 01, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: LPLA), together with its subsidiaries, including LPL Financial LLC, announced the closing of its acquisition of Commonwealth Financial Network (“Commonwealth”), a wealth management firm supporting approximately 3,000* advisors managing $305 billion in assets. “Advisor success is woven into every aspect of the Commonwealth business, and we’re proud to welcome an incredible community of Advisors and the talented team at Commonwealth,” said Rich Steinmeier, L...
LPL Financial Announces Second Quarter 2025 Results
LPL Financial Announces Second Quarter 2025 Results Key Financial Results: Net Income was $273 million, translating to diluted earnings per share ("EPS") of $3.40, up 5% from a year agoAdjusted EPS* increased 16% year-over-year to $4.51 Gross profit* increased 21% year-over-year to $1,304 millionCore G&A* increased 15% year-over-year to $426 millionAdjusted pre-tax income* increased 23% year-over-year to $490 million Key Business Results: Total advisory and brokerage assets increased 28% year-over-year to $1.9 trillion Advisory assets increased 28% year-over-year to $1.1 trillionAdvisor...
Raymond James To Welcome New $605 Million Program with Texas Community...
Raymond James To Welcome New $605 Million Program with Texas Community Bank ST. PETERSBURG, Fla., July 31, 2025 (GLOBE NEWSWIRE) -- Raymond James Financial Institutions Division (FID) announced today that Texas Community Bank (TCB) has selected the firm’s platform to enhance its financial planning and advisory offering, according to Stephen Kruchten, president of FID. With this new alignment, TCB Investments will provide clients with investment and wealth management services through Raymond James Financial Services. Based in Laredo, Texas, TCB Investments includes financial advisors Lu...
LPL Financial Welcomes ProsperLane Financial
LPL Financial Welcomes ProsperLane Financial SAN DIEGO, July 30, 2025 (GLOBE NEWSWIRE) -- announced today that mother and son team, Sheri Johnston, CFP® and Jason Hotzler, from have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA). They reported serving approximately $250 million in advisory, brokerage and retirement plan assets.* Johnston joins LPL from Edward Jones and Hotzler from Thrivent Investment Management. Based outside of Minneapolis in Prior Lake, Minn., Johnston and Hotzler have over 25 years of experience. They focus on serving young professionals ...
Stifel Reports Second Quarter 2025 Results
Stifel Reports Second Quarter 2025 Results ST. LOUIS, July 30, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today reported net revenues of $1.3 billion for the three months ended June 30, 2025, compared with $1.2 billion a year ago. Net income available to common shareholders was $145.7 million, or $1.34 per diluted common share, compared with $156.0 million, or $1.41 per diluted common share for the second quarter of 2024. Non-GAAP net income available to common shareholders was $185.6 million, or $1.71 per diluted common share for the second quarter of 2025. Ronald J. Kru...
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