Core Insights - The financial sector is experiencing a trend of oversold stocks, presenting potential buying opportunities for undervalued companies [1][2] Group 1: Oversold Stocks - LPL Financial Holdings Inc (LPLA) has an RSI of 28.5, with a stock price decline of approximately 7% over the past month, reaching a 52-week low of $187.19 [7] - Affinity Bancshares Inc (AFBI) has an RSI of 24.4, with a stock price decrease of around 15% over the past six months, hitting a 52-week low of $17.00 [7] - Landmark Bancorp Inc (LARK) has an RSI of 21.9, with a stock price drop of about 16% over the past month, reaching a 52-week low of $17.86 [7] Group 2: Company Performance - LPL Financial's shares closed at $354.10 after a 5.4% decline [7] - Affinity Bancshares' shares closed at $18.50 [7] - Landmark Bancorp reported a first-quarter EPS of 81 cents, an increase from 49 cents a year ago, and its shares closed at $24.13 after a 0.4% gain [7]

Core Insights - LPL Financial LLC has welcomed financial advisors Mike Trudeau, Matt Merrick, Ben Ollila, and Ben Prchal to its platforms, bringing approximately $220 million in advisory, brokerage, and retirement plan assets [1][2][3] Group 1: Advisor Background and Experience - The advisors have a combined experience of three decades in the financial industry, with Trudeau, Merrick, and Ollila collaborating since 2009, while Prchal joined the industry in 2021 [2] - The team focuses on a holistic approach to financial planning, particularly for clients nearing or in retirement [2][3] Group 2: Strategic Partnership and Independence - The advisors chose to partner with Strategic Wealth Group and LPL Financial to enhance client experience without corporate constraints [3][4] - By going independent, they aim to provide tailored financial services that align with clients' long- and short-term goals, leveraging LPL's technology and capabilities [4] Group 3: Additional Services and Support - The partnership with Strategic Wealth Group grants access to an in-house team of tax professionals, allowing for integrated financial planning, accounting, and estate planning services [4] - LPL Financial supports over 29,000 financial advisors and manages approximately $1.8 trillion in brokerage and advisory assets for around 7 million Americans [6]

Core Insights - LPL Financial reported a total advisory and brokerage assets of $1.85 trillion at the end of May 2025, reflecting an increase of $66.6 billion or 3.7% from April 2025 [1][4] - The company experienced total organic net new assets of $6.5 billion in May, which corresponds to a 4.4% annualized growth rate, despite a planned separation from misaligned large OSJs impacting the figures [2][4] - Client cash balances decreased to $49.2 billion, down by $2.6 billion or 5.0% compared to April 2025, with net buying activity recorded at $13.5 billion [3][4] Advisory and Brokerage Assets - Advisory assets reached $1,021.6 billion, up 4.4% from April 2025 and 26.2% year-over-year [4] - Brokerage assets totaled $832.9 billion, marking a 2.9% increase month-over-month and a 26.8% increase year-over-year [4] - Total advisory and brokerage assets increased by 3.7% month-over-month and 26.5% year-over-year [4] Organic and Acquired Net New Assets - Organic net new advisory assets were $8.3 billion, while organic net new brokerage assets were negative at $(1.8) billion [4] - Total organic net new assets for May were $6.5 billion, compared to $6.1 billion in April 2025 [4] - There were no acquired net new assets reported for both advisory and brokerage segments [4] Client Cash Balances - Total client cash balances decreased to $49.2 billion, a 5.0% decline from April 2025 [3][4] - Insured cash account sweep decreased by 5.1%, while deposit cash account sweep saw a slight decline of 0.9% [4] - The total bank sweep cash balance was $44.0 billion, down 4.1% month-over-month [4] Market Drivers - The S&P 500 Index increased by 6.2% to 5,912 at the end of May 2025, while the Russell 2000 Index rose by 5.2% to 2,066 [4]

Core Insights - LPL Financial LLC has announced that the financial advisory team EverMark Investment Partners has joined its Strategic Wealth Services affiliation model, marking the 50th team to do so [1][6]. Group 1: Team Background and Experience - The EverMark team consists of Matthew Sweeney, John Folsom, and Tanner Carter, with a combined experience of seven decades in the financial industry, and they serve approximately $425 million in advisory, brokerage, and retirement plan assets [1][2][3]. - Nearly half of their clients are multigenerational, indicating a strong client loyalty and long-term relationships [3]. Group 2: Reasons for Joining LPL - EverMark chose LPL's Strategic Wealth Services for its combination of entrepreneurial freedom and comprehensive business support, which is designed to help independent practices thrive [4][6]. - The model offers advisors access to innovative wealth management platforms, simplified pricing, and dedicated support, allowing them to focus on client needs [5][6]. Group 3: Strategic Benefits - The Strategic Wealth model provides a unique blend of independence and support, catering to growth-oriented advisors transitioning from wirehouses [6][7]. - Advisors benefit from a dedicated team for ongoing operations support, including business strategists and marketing partners, enhancing their ability to serve clients effectively [5][8]. Group 4: Company Overview - LPL Financial is one of the fastest-growing wealth management firms in the U.S., supporting over 29,000 financial advisors and managing approximately $1.8 trillion in brokerage and advisory assets [11].

SAN DIEGO, June 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jeff Runyan has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and joins LPL from Wedbush Securities. Based in Beverly Hills, Calif., Runyan grew up in Missouri, where his passion for financial discipline took root early and deepened over time. After beginning ...

Key Takeaways Five brokerages will pay $19M in a multistate settlement over excessive retail investor commissions. Regulators found firms violated FINRA Rule 2121 by applying high minimum fees on low-value trades. Edward Jones led with $11M in charges across 780K trades; firms must now revise commission policies.Five brokerage firms, LPL Financial (LPLA) , RBC Capital Markets, a subsidiary of Royal Bank of Canada (RY) , TD Ameritrade, a subsidiary of Charles Schwab (SCHW) , Stifel Financial (SF) , and Edw ...

Core Insights - LPL Financial LLC has welcomed Loomis Wealth Management, which manages approximately $180 million in advisory, brokerage, and retirement plan assets, to its platforms [1][6][8] Group 1: Company Overview - Loomis Wealth Management was founded in 2010 by Bill and Curt Loomis, focusing on comprehensive, fiduciary-driven wealth management [2] - The team has a combined six decades of experience in the financial industry and is known for a holistic approach to wealth management in the Shenandoah Valley [2] - Justin K. Hitt joined the team in 2023, bringing a decade of educational experience before transitioning to finance [2] Group 2: Client Engagement and Services - The Loomis Wealth Management team emphasizes understanding clients' lifestyles, families, and financial aspirations to tailor investment portfolios [3] - They offer a full range of services including investment management, financial planning, and risk management [2][3] Group 3: Partnership with LPL Financial - The team sought to join LPL for greater autonomy, improved technology, and an enhanced client experience [3][4] - LPL Financial is recognized for its investment in resources that support advisors in delivering superior client experiences [4] - LPL supports nearly 29,000 financial advisors and manages approximately $1.8 trillion in brokerage and advisory assets [6]

LPL Financial (LPLA) FY Conference June 04, 2025 11:00 AM ET Speaker0 Good morning, everyone. So why don't we go ahead and get started? My name is Jeff Schmidt. I cover wealth management stocks here at William Blair, and I'd like to introduce LPL Financial. They're the leading aggregator in the wealth management sector. They have over 2,000,000,000,000 of client assets, and they've been one of our top picks for about two years now. I think the stock's doubled over that time, so it's it's done done very well ...

Core Insights - LPL Financial LLC has announced the launch of a new independent practice, Arv Private Wealth, by financial advisors Christian Reuter, James "Scott" Robinson, and Michael Capeder, who collectively manage approximately $330 million in advisory, brokerage, and retirement plan assets [1][2] Group 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 1,200 financial institutions, with around $1.8 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] Group 2: Team Background - Reuter and Robinson have collaborated since 2012, bringing a combined six decades of financial industry experience, while Capeder joined the industry in 2018 [2] - The name "Arv" is derived from the Danish word for "legacy" and "heritage," reflecting the firm's commitment to providing a holistic client experience [2] Group 3: Business Model and Support - The team chose LPL's Strategic Wealth Services for its combination of entrepreneurial freedom and comprehensive business support, which includes operational and strategic assistance [3] - Advisors benefit from an integrated service model that includes simplified pricing, technology, and dedicated support, allowing them to focus on client needs [3][4] Group 4: Client Experience - The firm aims to be more than just financial advisors, positioning themselves as trusted confidants and guides for their clients [3] - LPL's tools, such as Admin Solutions and ClientWorks, are designed to enhance client interactions and streamline account management [4]

Company Overview - LPL Financial Holdings Inc. is one of the fastest growing wealth management firms in the U.S. [2] - The company supports over 29,000 financial advisors and approximately 1,200 financial institutions [2] - LPL Financial services and custody approximately $1.8 trillion in brokerage and advisory assets for around 7 million Americans [2] Upcoming Events - Matt Audette, President and Chief Financial Officer of LPL Financial, will present at the William Blair Growth Stock Conference on June 4 at 11 a.m. ET [1] - A live audio webcast of the presentation will be available on the investor relations website, with a replay accessible afterward [1]