Core Insights - LPL Financial is enhancing its Marketing Solutions to help advisors deepen client relationships and accelerate business growth through a new Digital Marketing Platform [1][4] - The Marketing Solutions are fully customizable, allowing advisors to select from various capabilities and support levels to meet their specific needs [2][4] - Advisors using LPL's Marketing Solutions have experienced asset growth at a rate 39% faster than their peers over a six-month period [4] Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting over 28,000 financial advisors and approximately 1,200 financial institutions [5] - The firm services and custodies around $1.8 trillion in brokerage and advisory assets for approximately 6 million Americans [5] - LPL provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services [5] Marketing Solutions Features - The new Digital Marketing Platform offers multi-channel marketing capabilities, automation tools, and AI-powered content recommendations [7] - Detailed performance analytics provide insights into client preferences, improving client retention and referral rates [3][7] - Real-time reporting helps advisors identify engaged prospects and determine the next best steps [7]

Company Overview - LPL Financial Holdings Inc. (LPLA) currently has a Momentum Style Score of B, indicating a positive outlook based on momentum investing principles [3] - The company has a Zacks Rank of 2 (Buy), suggesting strong potential for outperformance in the market [4] Price Performance - Over the past week, LPLA shares have increased by 5.61%, while the Zacks Financial - Investment Bank industry has risen by 7.51% [6] - In a longer time frame, LPLA's monthly price change is 6.4%, outperforming the industry's 5.34% [6] - Over the last three months, LPLA shares have risen by 33.73%, and over the past year, they are up 45.63%, compared to the S&P 500's increases of 2.93% and 28.08%, respectively [7] Trading Volume - LPLA's average 20-day trading volume is 377,375 shares, which serves as a useful indicator of market interest and price movement [8] Earnings Outlook - In the past two months, 4 earnings estimates for LPLA have been revised upwards, while 3 have been revised downwards, leading to an increase in the consensus estimate from $16.08 to $16.12 [10] - For the next fiscal year, 6 estimates have moved upwards, with only 1 downward revision during the same period [10] Conclusion - Given the positive price performance, trading volume, and favorable earnings outlook, LPLA is positioned as a strong momentum pick for investors [12]

Core Viewpoint - LPL Financial Holdings Inc. (LPLA) has received a Zacks Rank 2 (Buy) upgrade due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][2]. Earnings Estimates and Stock Price Impact - Changes in a company's future earnings potential, as indicated by earnings estimate revisions, are strongly correlated with near-term stock price movements [3]. - Institutional investors utilize earnings estimates to calculate the fair value of a company's shares, leading to buying or selling actions that affect stock prices [3]. Business Improvement Indicators - The rising earnings estimates and the Zacks rating upgrade for LPL Financial suggest an improvement in the company's underlying business, which could lead to higher stock prices as investors respond positively [4]. Importance of Earnings Estimate Revisions - Empirical research supports the correlation between earnings estimate revisions and near-term stock movements, making tracking these revisions beneficial for investment decisions [5]. - The Zacks Rank stock-rating system effectively utilizes earnings estimate revisions to classify stocks, enhancing its utility for investors [5][6]. Specific Earnings Estimates for LPL Financial - For the fiscal year ending December 2024, LPL Financial is expected to earn $16.08 per share, reflecting a 2.3% increase from the previous year [7]. - Over the past three months, the Zacks Consensus Estimate for LPL Financial has increased by 3.7% [7]. Zacks Rating System Overview - The Zacks rating system maintains a balanced distribution of 'buy' and 'sell' ratings across its universe of over 4000 stocks, with only the top 5% receiving a 'Strong Buy' rating [8]. - The upgrade of LPL Financial to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [9].

SAN DIEGO, Jan. 15, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Larry Forlenza, CRPC®, and Carl Hanks, CRPC®, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $430 million in advisory, brokerage and retirement plan assets* and join LPL from Raymond James Financial Services. Based in Morristown, N.J., Hanks and Forlenza have reunited with Morristown Wealth Management, which includes fellow advisors Don Giovanell ...

Core Insights - LPL Financial LLC has welcomed financial advisor Marcus S. Alexander to its employee advisor channel, Linsco by LPL Financial, where he will launch Alexander Wealth Solutions, managing approximately $340 million in advisory, brokerage, and retirement plan assets [1][3][4] - Alexander's move to LPL is driven by a desire for greater autonomy and the ability to leverage LPL's resources to enhance client service [4][5] - LPL Financial is recognized as one of the fastest-growing wealth management firms in the U.S., supporting over 28,000 financial advisors and managing approximately $1.8 trillion in brokerage and advisory assets [7][8] Company Overview - LPL Financial Holdings Inc. operates as a leader in the financial advisor-mediated marketplace, providing a variety of advisor affiliation models, investment solutions, fintech tools, and practice management services [7][8] - The firm services and custody assets on behalf of around 6 million Americans, ensuring flexibility for advisors and institutions in choosing their business models and resources [8] Advisor Insights - Marcus S. Alexander, originally from Wimbledon, England, has a strong educational background with an MBA from Duke University and experience living in various global cities [2][3] - He emphasizes a personal approach to investment planning, focusing on understanding clients' specific goals and needs [3][4] - Alexander's enthusiasm for running and sports reflects his dynamic personality, which he channels into building relationships with clients [5]

SAN DIEGO, Jan. 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report fourth quarter and full year financial results after the market closes on Thursday, January 30. The Company will host a conference call to discuss its results at 5 p.m. ET the same day.The conference call will be accessible and available for replay at investor.lpl.com/events. Contacts Investor Relationsinvestor.relations@lplfinan ...

Core Viewpoint - LPL Financial Holdings Inc. (LPLA) is positioned well to continue its trend of beating earnings estimates in upcoming quarterly reports [1]. Earnings Performance - LPL Financial has a strong history of exceeding earnings estimates, with an average surprise of 9.37% over the last two quarters [2]. - In the most recent quarter, the company reported earnings of $4.16 per share, surpassing the expected $3.69 per share by 12.74% [2]. - For the previous quarter, LPL Financial's actual earnings were $3.88 per share, exceeding the consensus estimate of $3.66 per share by 6.01% [2]. Earnings Estimates and Predictions - Earnings estimates for LPL Financial have been trending higher, influenced by its history of earnings surprises [4]. - The company currently has a positive Zacks Earnings ESP of +1.90%, indicating recent bullish sentiment among analysts regarding its earnings prospects [7]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a strong possibility of another earnings beat [7]. Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of producing a positive surprise [5]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [6].

Company Overview - LPL Financial LLC announced the addition of father and son financial advisors Bart Lewellyn and Alex Lewellyn to its broker-dealer, RIA, and custodial platforms [1] - The Lewellyns reported serving approximately $320 million in advisory, brokerage, and retirement plan assets [1] - They joined LPL from Osaic and rebranded their practice from Lewellyn Financial Management to Lewellyn Wealth [4] Business Model and Services - Bart Lewellyn established the firm in 1995 to help clients accumulate wealth and invest assets in a goal-oriented manner [2] - Alex Lewellyn joined the firm in 2012, and together they provide investment services, retirement planning, insurance strategies, and complex planning services [2] - Their client base includes lineman engineers, business owners, and multigenerational families [2] - The Lewellyns prioritize providing clients with a comprehensive understanding of investment options and focus on those with the greatest potential for success [3] Strategic Transition to LPL - The Lewellyns chose LPL after an extensive due diligence process, seeking independence, discretion, and the ability to operate in their clients' best interests [4] - LPL offers innovative technology, support, and flexible solutions, which align with the Lewellyns' commitment to high-level client service [4] - Scott Posner, LPL Executive Vice President, emphasized LPL's vision to support advisors in maximizing their success and building stronger client connections [4] Industry Context - LPL Financial Holdings Inc is one of the fastest-growing wealth management firms in the US, supporting over 28,000 financial advisors and approximately 1,200 financial institutions [6] - The firm services and custodies approximately $1.8 trillion in brokerage and advisory assets on behalf of 6 million Americans [6] - LPL provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services [6] Media and Contact Information - Media contact details for LPL Financial are provided, including an email address and phone number [9]

SAN DIEGO, Jan. 06, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor John Somerville has joined LPL's employee advisor channel, Linsco by LPL Financial, to launch Somerville Wealth Management. He reported serving approximately $280 million in advisory, brokerage and retirement plan assets* and joins LPL from D.A. Davidson & Co. He will operate from a new Linsco office in Santa Barbara, Calif. With more than 40 years of experience in the financial services industry, Somervill ...

Core Insights - LPL Financial is enhancing its financial technology and investment solutions to improve advisor-client interactions and deliver personalized financial advice [1][2][3] Investment in Technology - In 2024, LPL invested approximately $500 million in technology innovation and infrastructure enhancements, resulting in over 250 new product enhancements that positively impacted advisor and client experiences [2] - The firm launched AI Advisor Solutions to help advisors integrate AI tools while managing compliance and regulatory risks, with plans to expand AI-powered solutions in the coming year [3] Technology Enhancements - Key updates in Q4 include a modernized money disbursement process, redesigned mobile app interface, enhanced client reporting capabilities, and advanced portfolio modeling tools in the ClientWorks platform [4] - The ClientWorks Rebalancer received updates to improve user experience, including session history viewing and a streamlined dashboard [4] Leadership Expansion - LPL has strengthened its technology leadership by appointing Sid Vyas as Chief Technology Officer of Infrastructure and Operations and Renana Friedlich as Chief Information Security Officer [5] Industry Recognition - LPL received the "Artificial Intelligence—Customer Engagement" award at the Datos Insights 2024 Digital Wealth Management Impact Awards, and several executives were recognized with ORBIE® Awards for their technology leadership [6] Company Overview - LPL Financial Holdings Inc. is a leading wealth management firm in the U.S., supporting over 28,000 financial advisors and approximately 1,200 financial institutions, managing around $1.8 trillion in assets for 6 million Americans [8]