SAN DIEGO, Dec. 16, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”) today released its monthly activity report for November 2025. Total advisory and brokerage assets at the end of November were $2.36 trillion, an increase of $12.5 billion, or 0.5%, compared to the end of October 2025. Total organic net new assets for November were $6.7 billion, translating to a 3.4% annualized growth rate. This included $0.1 billion of assets from First Horizon Bank that onboarded in Nove ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Bill Morrissey, the head of the independent channel at Atria Wealth Solutions, has exited the firm, as LPL Financial continues to integrate the business in the wake of its acquisition, according to regulatory filings.  In recent months, LPL has been pruning Atria’s executive ranks via layoffs, according to published reports. Morrissey and an LPL spokeswoman did not return requests for comm ...

SAN DIEGO, Dec. 11, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Melissa Mirabile has joined LPL’s employee advisor channel Linsco by LPL Financial to launch Forest Lake Wealth Partners. She reported serving approximately $280 million in advisory, brokerage and retirement plan assets* and joins LPL from UBS. Located in Albany, N.Y., Forest Lake Wealth Partners serves a wide range of clients across the country, including families, business owners, and trade unions. This ...

PresentationAlexander BlosteinGoldman Sachs Group, Inc., Research Division Okay. Good morning, everyone, and welcome to the 36th Annual Goldman Sachs Financial Services Conference. I'm Alex Blostein, and I lead our capital markets research here at the firm. With no shortage of topics to discuss this year, we're privileged to host over 100 companies and nearly 1,000 investors over the next 2 days. We hope everyone will find this time both informative and productive. And to kick things off, it's my pleasure t ...

LPL Financial (NasdaqGS:LPLA) Conference December 09, 2025 08:00 AM ET Company ParticipantsRich Steinmeier - CEOConference Call ParticipantsAlex Blostein - Managing Directir and Senior AnalystAlex BlosteinOkay. Good morning, everyone, and welcome to the 36th Annual Goldman Sachs Financial Services Conference. I'm Alex Blostein. I lead our capital markets research here at the firm. With no shortage of topics to discuss this year, we're privileged to host over hundred companies and nearly thousand investors o ...

Annual report delivers a data-driven perspective on the economic and market landscape, outlining actionable insights for investors to navigate policy-driven trends and volatilitySAN 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 potential implications for investors and their po ...

Spheria Asset Management, an investment management company, released its October 2025 “Spheria Global Opportunities Fund” investor letter. A copy of the letter can be downloaded here. The fund returned -1.7% in the third quarter, compared to a 5.6% return for the benchmark, MSCI World Small Cap Accumulation Index, and -1.6% in October, compared to 1.4% for the benchmark. The market is experiencing speculative characteristics, with high price-to-earnings multiples, and loss-making companies significantly ou ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. LPL Financial Holdings Inc. (NASDAQ:LPLA) is a provider of wealth management services to independent financial advisors and institutions in the U.S. It is set to report its Q4 2025 earnings on Jan. 29. Wall Street analysts expect the company to post EPS of $4.99, up from $4.25 in the prior-year period. According to Benzinga Pro, quarterly revenue is expected to reach $4.87 billion, up from $3.51 billion a ...

Core Insights - LPL Financial LLC has appointed Matthew Morningstar as group managing director and chief legal officer, enhancing its leadership team and legal oversight [1][2][3] Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting over 32,000 financial advisors and approximately 1,100 financial institutions [3] - The firm services and custody approximately $2.3 trillion in brokerage and advisory assets for around 8 million Americans [3] Leadership and Expertise - Matthew Morningstar brings extensive experience in regulatory, advisory compliance, and litigation matters, previously serving in various leadership roles at LPL and as chief counsel at MetLife [2][3] - His return to LPL is seen as a significant advantage for the firm, strengthening its services and community impact [3]

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, December 8, 2025 at 9:30 a.m. Chief Executive Officer Rich Steinmeier will be joined by members of the Board of Directors, the LPL leadership team and select 15-year-tenured employees to ring the Opening Bell at the Nasdaq Mar ...