Expanded, scalable Marketing Solutions help advisors grow through sophisticated and highly customizable client and prospect engagementSAN DIEGO, Jan. 21, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leader in the wealth management industry, is helping its advisors deepen client relationships and accelerate business growth with an enhanced and expanded portfolio of Marketing Solutions. The expansion includes a new Digital Marketing Platform that streamlines effective communication with clients and prospects ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for moment ...

LPL Financial Holdings Inc. (LPLA) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.The power of a c ...

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 ...

SAN DIEGO, Jan. 13, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Marcus S. Alexander, CPFA®, MBA, has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Alexander Wealth Solutions. He reported serving approximately $340 million in advisory, brokerage and retirement plan assets* and joins LPL from Merrill Lynch. He will serve clients from LPL’s newest Linsco office in Newport Beach, Calif. A native of Wimbledon, England, Alexander graduated from Lou ...

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 ...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider LPL Financial Holdings Inc. (LPLA) . This company, which is in the Zacks Financial - Investment Bank industry, shows potential for another earnings beat.This company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 9.37 ...

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]