Core Insights - LPL Financial has welcomed three financial advisors from West Texas Investments, who manage approximately $170 million in advisory, brokerage, and retirement plan assets, transitioning from B. Riley Wealth Advisors [1][2] Group 1: Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting nearly 29,000 financial advisors and servicing approximately $1.7 trillion in brokerage and advisory assets for around 6 million Americans [6] Group 2: Team Background - West Texas Investments was founded in 2012 by Stephanie Stewart and her late partner David Barber, with Debra Hedgcoth joining in 2018 after a 25-year career with the IRS, and Madison Wentland joining in 2019 [2] - The team has over 40 years of combined industry experience and employs a holistic approach to assist clients in achieving their financial goals [2] Group 3: Client Engagement Strategy - The team utilizes a 'Discover, Design and Deliver' approach to understand clients' dreams and values, creating customized financial plans and providing ongoing support [3] - The transition to LPL is aimed at enhancing service offerings and improving the client experience through integrated technology and extensive back-office services [4] Group 4: Transition Experience - The transition process to LPL has been described as seamless, with positive feedback on the communication and support received from LPL's transition team [4] - LPL's commitment to helping advisors differentiate themselves and enhance client experiences is emphasized by Scott Posner, LPL Managing Director [4]

Core Viewpoint - Analysts expect LPL Financial Holdings Inc. to report quarterly earnings of $4.50 per share, reflecting a year-over-year increase of 6.9%, with revenues projected at $3.61 billion, up 27.5% from the previous year [1] Earnings Estimates - The consensus EPS estimate has been revised 5.4% lower over the last 30 days, indicating a collective reevaluation by analysts [1][2] Revenue Projections - Analysts estimate 'Revenue- Commission' at $960.89 million, a year-over-year increase of 28.7% [4] - 'Revenue- Service and fee' is projected to reach $139.93 million, reflecting a 5.9% increase from the prior year [4] - 'Revenue- Asset-based fees' is expected to be $711.71 million, indicating an 18.5% year-over-year change [4] - The consensus estimate for 'Revenue- Advisory' stands at $1.68 billion, showing a 40% increase year-over-year [5] - 'Revenue- Transaction' is forecasted at $62.16 million, suggesting an 8.6% increase from the previous year [5] - 'Revenue- Commission- Trailing' is expected to reach $436.23 million, reflecting a 20.8% increase [5] Asset Metrics - 'Total Advisory and Brokerage Assets - Brokerage Assets' is projected to reach $821.02 billion, up from $647.9 billion in the same quarter last year [6] - 'Total Advisory and Brokerage Assets' is expected to be $1,816.08 billion, compared to $1,440.9 billion reported in the same quarter last year [6] - 'Total Advisory and Brokerage Assets - Advisory Assets' is estimated at $995.07 billion, up from $793 billion a year ago [7] Advisor and Asset Growth - The number of advisors is expected to reach 29,289, an increase from 22,884 in the previous year [7] - 'Net New Assets (NNA) - Net new advisory assets' is projected at $33.65 billion, compared to $16.2 billion reported in the same quarter last year [8] - 'Total Net New Assets' is expected to be $69.17 billion, up from $16.7 billion a year ago [8] Stock Performance - LPL Financial shares have returned +17.7% over the past month, outperforming the Zacks S&P 500 composite's +0.4% change [9]

All LPL financial advisors will have access to this advanced financial planning software at no additional cost. Advisors will be onboarded throughout Q2 2025. About LPL Financial SAN DIEGO, May 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, is pleased to announce the launch of WealthVision Essentials, an integrated financial planning tool powered by eMoney. This new platform is designed to enhance the services of LPL's financial advisors, whether independent or part of an ...

SAN DIEGO, May 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that 10 financial advisors with Northern Advisory Group have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $300 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Partners Richard DiTaranto, Brian DiBrino and Jeff Miller, who have a combined eight decades of wealth management experience, teamed up in 2004 to la ...

Core Viewpoint - LPL Financial Holdings Inc. is expected to report a year-over-year increase in earnings and revenues for the quarter ended March 2025, with the actual results being crucial for stock price movement [1][2]. Earnings Expectations - The consensus estimate for LPL Financial's quarterly earnings is $4.50 per share, reflecting a year-over-year increase of +6.9% [3]. - Revenues are anticipated to reach $3.61 billion, which is a 27.5% increase compared to the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 6.08% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for LPL Financial matches the Zacks Consensus Estimate, resulting in an Earnings ESP of 0% [10][11]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likelihood of actual earnings deviating from the consensus estimate, with positive readings being more predictive of earnings beats [6][7]. - LPL Financial's current Zacks Rank is 3, which complicates the prediction of an earnings beat [11]. Historical Performance - In the last reported quarter, LPL Financial exceeded the expected earnings of $3.92 per share by delivering $4.25, resulting in a surprise of +8.42% [12]. - The company has beaten consensus EPS estimates in each of the last four quarters [13]. Industry Comparison - MarketAxess, another player in the financial investment banking sector, is expected to report earnings of $1.82 per share, indicating a year-over-year decline of -5.2% [17]. - MarketAxess has seen a slight increase in its consensus EPS estimate by 0.3% over the last 30 days, but its Earnings ESP is -0.34%, making it difficult to predict an earnings beat [18].

Core Insights - LPL Financial LLC has welcomed financial advisor R. Brennan Barlow, who manages approximately $250 million in advisory, brokerage, and retirement plan assets, to its platforms [1][2] - Barlow founded Barlow Capital Advisors in 2009 and aims to provide a family-owned and operated independent practice to serve his community [2] - Barlow emphasizes a holistic approach to wealth management, focusing on protecting wealth, preserving lifestyle, and preventing surprises in retirement [3] Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting nearly 29,000 financial advisors and servicing approximately $1.7 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 choose the business model and resources they need [6]

Core Insights - LPL Financial LLC has welcomed financial advisor James "Jim" Verdi, who manages approximately $350 million in advisory, brokerage, and retirement plan assets, to its platforms [1][6]. Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting nearly 29,000 financial advisors and servicing approximately $1.7 trillion in brokerage and advisory assets for around 6 million Americans [6]. Advisor Background - James Verdi founded Synergy Wealth Strategies in 2008, focusing on providing a reputable and stable environment for investors [2]. - The firm emphasizes a comprehensive and holistic approach to wealth management, aiming to help clients achieve a confident financial future [2][3]. Investment Philosophy - Verdi's investment advisory team avoids "cookie-cutter" solutions, instead tailoring strategies to meet the complex needs of individual clients [3]. - The partnership with LPL Financial allows Synergy Wealth Strategies to combine large-firm asset management with boutique-firm planning and strategy [4]. Technological and Operational Enhancements - By utilizing LPL's integrated technology platform, Synergy Wealth Strategies can streamline operations and enhance client interactions [4]. - LPL Financial is committed to providing strategic resources and capabilities to help advisors thrive both operationally and strategically [4].

Company Overview - LPL Financial Holdings Inc. is one of the fastest growing wealth management firms in the U.S. [2] - The company supports nearly 29,000 financial advisors and approximately 1,200 financial institutions [2] - LPL Financial services and custody approximately $1.7 trillion in brokerage and advisory assets on behalf of around 6 million Americans [2] Upcoming Financial Results - The company will report its first quarter financial results after the market closes on May 8, 2025 [1] - A conference call to discuss the results will be held at 5 p.m. ET on the same day [1] - The conference call will be accessible for replay at investor.lpl.com/events [1]

Core Insights - LPL Financial has promoted five executives to new Managing Director roles, reflecting the firm's growth and the expanding responsibilities of its leadership team [1][2][3] - The promotions are part of a formal evaluation process and align with LPL's vision to enhance its leadership in the wealth management sector [9] Group 1: Executive Promotions - Christa Carone has been appointed as Managing Director and Chief Marketing and Communication Officer, responsible for brand and growth marketing initiatives [4] - Gary Carrai has been promoted to Managing Director and Chief Product Officer, overseeing technology product teams and the operating platform for clients [5] - Brett Goodman is now Managing Director for Corporate Development, Treasury, and Investor Relations, leading M&A strategy and shareholder engagement [6] - Scott Posner has taken on the role of Managing Director for Business Development, focusing on organic growth initiatives and advisor recruiting [7] - Brent Simonich has been elevated to Managing Director and Chief Risk Officer, leading risk, compliance, and operations teams [8] Group 2: Company Overview - LPL Financial is one of the fastest-growing wealth management firms in the U.S., supporting nearly 29,000 financial advisors and approximately 1,200 financial institutions [10] - The firm services and custody approximately $1.7 trillion in brokerage and advisory assets for around 6 million Americans [10] - LPL offers a variety of advisor affiliation models, investment solutions, fintech tools, and practice management services to support advisors and institutions [11]

Company Overview - LPL Financial Holdings Inc. (LPLA) shares increased by 11.2% to close at $318.88, following a notable trading volume that exceeded typical levels [1] - The stock had previously experienced an 8.4% decline over the past four weeks [1] Market Influence - The rally in LPL Financial stock was influenced by a significant rise in the broader markets, particularly due to President Donald Trump's announcement of a 90-day tariff pause for non-retaliating nations, which positively impacted investor sentiment [2] Earnings Expectations - LPL Financial is projected to report quarterly earnings of $4.54 per share, reflecting a year-over-year increase of 7.8% [2] - Expected revenues for the upcoming report are $3.58 billion, marking a 26.3% increase compared to the same quarter last year [2] Earnings Estimate Revisions - The consensus EPS estimate for LPL Financial has been revised down by 0.8% over the last 30 days, indicating a negative trend in earnings estimate revisions [4] - Historically, a negative trend in earnings estimate revisions is not typically associated with price appreciation, suggesting caution for future stock performance [4] Industry Comparison - LPL Financial is part of the Zacks Financial - Investment Bank industry, where BGC Group (BGC) also operates [4] - BGC Group's consensus EPS estimate has increased by 14.8% over the past month to $0.29, representing a 16% change from the previous year [5] - BGC Group currently holds a Zacks Rank of 1 (Strong Buy), contrasting with LPL Financial's Zacks Rank of 3 (Hold) [4][5]