Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Global equity markets continued their strength in the third quarter, ending the period with double-digit year-to-date gains. In the quarter, the fund’s Investor Class fund ARTMX returned 8.80%, Advisor Class fund APDMX posted a return of 8.80%, and Institutional Class fund APHMX returned 8.83%, compared to a 2.78% return for the Russell Midc ...

SAN DIEGO, Oct. 14, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Stephen Carleton and Tom Niles have joined LPL’s employee advisor channel, Linsco by LPL Financial to launch Paddock and Pine Wealth Partners. 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 t ...

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Core Points - LPL Financial Holdings Inc. will report its third quarter financial results on October 30, 2025, after market close [1] - A conference call to discuss the results will take place at 5 p.m. ET on the same day, with replay available [1] Company Overview - LPL Financial is one of the fastest growing wealth management firms in the U.S., supporting over 29,000 financial advisors and approximately 1,100 financial institutions [2] - The company services and custody approximately $1.9 trillion in brokerage and advisory assets for around 7 million Americans [2] - LPL provides a variety of advisor affiliation models, investment solutions, fintech tools, and practice management services [2]

We came across a bullish thesis on LPL Financial Holdings Inc. on investing subreddit by InternationalTop4495. In this article, we will summarize the bulls’ thesis on LPLA. LPL Financial Holdings Inc.'s share was trading at $336.52 as of September 25th. LPLA’s trailing and forward P/E were 23.07 and 23.47 respectively according to Yahoo Finance. 11 Best Growth Stocks to Buy and Hold Forever LPL Financial Holdings Inc. (LPL) presents a compelling investment opportunity following a sharp 7.5% sell-off, whi ...

Core Insights - LPL Financial LLC has welcomed financial advisors Justin Flowers and Wally Bradley to its employee advisor channel, Linsco by LPL Financial, to establish Flowers-Bradley Wealth Management, managing approximately $320 million in advisory, brokerage, and retirement plan assets [1][9] Group 1: Team Background and Experience - The Flowers-Bradley team is based in the Atlanta Metro Area and has nearly 40 years of combined experience, having worked together for seven years [2] - The majority of their clients are either nearing retirement or just starting their financial planning journey [2] Group 2: Reasons for Transition - The team sought more autonomy and flexibility, prompting their move to LPL Financial for the next phase of their business [3] - They believe that the transition will enable them to offer more resources and value to their clients, allowing for customized solutions [5] Group 3: Support and Resources from LPL - LPL provides an integrated wealth management platform, robust business resources, and support from an experienced branch management team, which allows advisors to focus more on client relationships [4] - The firm offers innovative technology, comprehensive resources, and strategic business solutions to help advisors deliver personalized advice and exceptional service [6] Group 4: LPL Financial Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting over 29,000 financial advisors and approximately 1,100 financial institutions [7] - The firm services and custody approximately $1.9 trillion in brokerage and advisory assets for around 7 million Americans, providing a variety of advisor affiliation models and investment solutions [7]

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. As much as the industry talks about the M&A happening in the registered investment advisor space, it’s the independent broker/dealer channel that’s experiencing the most consolidation, according to a new report by Cerulli Associates. And that means the largest firms are getting even bigger and controlling a greater share of advised assets. Cerulli found that the IBD channel now accounts for near ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Commonwealth Financial Network has added a team of breakaway advisors in Kennett Square, Pa. Advisors Thomas Kinslow and Brian Sanford recently left Morgan Stanley to join Union Street Financial, a firm that’s been affiliated with Commonwealth since 2010. They manage close to $350 million in client assets. Union Street is led by Daniel Gannon, with Kinslow and Sanford joining as managing partner ...

Core Insights - Lighthouse Private Wealth has been formed by advisors DJ Totland, Christopher Meyer, and Rob Tendler, joining LPL Financial's platform, with approximately $1.1 billion in advisory, brokerage, and retirement plan assets [1][2]. Group 1: Company Formation and Background - Lighthouse Private Wealth is located in Red Bank, New Jersey, and has a combined experience of 90 years among its founding advisors, who have worked together for 20 years [2]. - The firm serves a diverse clientele, including high-net-worth individuals, small business owners, and families, utilizing a holistic approach to financial matters [2]. Group 2: Reasons for Choosing LPL Financial - The advisors chose LPL Financial for improved technology and autonomy, aiming to customize their services in an 'a la carte' manner [3][4]. - The desire to become business owners and operate independently from traditional wirehouses or regional broker-dealers was a significant factor in their decision [4]. Group 3: LPL Financial Overview - LPL Financial is one of the fastest-growing wealth management firms in the U.S., supporting over 29,000 financial advisors and approximately 1,100 financial institutions, with around $1.9 trillion in brokerage and advisory assets [6]. - The firm offers a variety of advisor affiliation models, investment solutions, fintech tools, and practice management services, allowing advisors to select the resources they need to succeed [6].

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...