Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both. The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor. It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? Develop ...

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both. The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor. Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? The Za ...

LPL Financial's (LPLA) total brokerage and advisory assets were $1.56 trillion at the end of August 2024, increasing 2% from the prior month and 22.7% year over year. The rise in the company's assets balance was driven by a robust market performance. Of LPLA's total assets, brokerage assets were $690.6 billion and advisory assets amounted to $869.5 billion. Brokerage assets grew 1.8% from July 2024 and 17% year over year. Advisory assets rose 2.2% from the previous month and 27.7% from August 2023. Total ne ...

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both. The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens. Zacks Premium includes access to the Zacks Style Scores as well. What are the Zacks Style Score ...

Moody's Corp. (MCO) has announced the acquisition of Praedicat, a leading provider of casualty insurance analytics, to enhance its insurance solutions. The details of the transaction have been kept under wraps. Strategic Rationale Behind Moody's Acquisition This deal strengthens Moody's overall risk assessment strategy by adding comprehensive casualty and liability modeling to its portfolio of market-leading solutions for the insurance industry. MCO will incorporate Praedicat's models and predictive analyti ...

LPL Financial's (LPLA) total brokerage and advisory assets were $1.53 trillion at the end of July 2024, increasing 2.1% from the prior month and 19.6% year over year. The rise in the company's asset balance from April 2024 was mainly driven by a robust market performance. Of LPLA's total assets, brokerage assets were $678.7 billion and advisory assets amounted to $850.6 billion. Brokerage assets grew 1.5% from June 2024 and 14.3% year over year. Likewise, advisory assets rose 2.6% from the previous month an ...

SAN DIEGO, Aug. 07, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Alberto Francis has joined LPL Financial's high-net-worth-focused employee affiliation model, LPL Private Wealth Management, to launch Rockview Private Wealth. He reported having served approximately $725 million in advisory, brokerage and retirement plan assets* and joins LPL from Bank of America Private Bank. Francis, the son of Irish and Mexican immigrants, is a former NCAA Champion and All-American from ...

"We believe our clients deserve the highest level of service, which is why we take a team approach to add a broader perspective to all we do. Our goal is to provide a variety of comprehensive financial planning services and investment strategies with the understanding that each client is unique and deserves personalized attention and tailored services," George Englert said. Kevin Englert added, "We're also very excited about the opportunity to grow our team and evolve our business. As a Fortune 500 company, ...

Asset-Based 26 On February 13, 2024, the Company announced that it had entered into a definitive purchase agreement to acquire Atria, a wealth management solutions holding company headquartered in New York. As part of the agreement, Atria will transition its brokerage and advisory assets to the Company's platform. The Company expects to close the transaction in the second half of 2024 for an initial purchase price of approximately $805 million and potential contingent consideration of up to $230 million bas ...

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both. Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor. Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Style ...