SAN DIEGO, Feb. 19, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”) today released its monthly activity report for January 2026. Total advisory and brokerage assets at the end of January were $2.41 trillion, an increase of $38.0 billion, or 1.6%, compared to the end of December 2025. Advisory assets as a percentage of total assets increased to 59.1%, up from 54.8% a year ago. Total organic net new assets for January were $4.2 billion, translating to a 2.1% annualized gro ...

Core Insights - LPL Financial Holdings Inc. (LPLA) has formed a strategic partnership with Simplicity Group to enhance its insurance platform and support for financial advisors, effective May 1, 2026 [1][9] Partnership Details - Simplicity will act as LPLA's preferred Brokerage General Agency (BGA), providing a wide range of insurance products, advanced technology, and dedicated client service support to advisors [2] - LPLA will transition its internal insurance unit, LPL Insurance Associates, to Simplicity to create a more unified experience for advisors and clients [2] Advisor Benefits - Advisors using Simplicity's platform will gain access to specialized wholesale assistance, point-of-sale support, integrated insurance solutions, and advanced planning expertise for high-net-worth individuals [3] Strategic Goals - The partnership aims to provide advisors with advanced technology and support, enabling them to build deeper client relationships and address a broader range of financial needs, which is expected to drive revenue growth and asset retention [5] Market Position - LPLA has a network of over 32,000 advisors and nearly $2.4 trillion in brokerage and advisory assets, which will significantly enhance Simplicity's distribution capabilities and competitive position in the insurance advisory market [6] Ongoing Expansion Efforts - LPLA is actively expanding its wealth management platform through strategic acquisitions and partnerships, including the acquisition of Commonwealth Financial and The Investment Center in 2025, and Crown Capital Securities and Atria Wealth Solutions in 2024 [7][8]

SAN DIEGO, Feb. 19, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Tom Madigan, CEPA®, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligned with Thimble Island Private Wealth, an existing firm supported by LPL Strategic Wealth (SW). He reported serving approximately $300 million in advisory, brokerage and retirement assets* and joins LPL from UBS. Based outside New Haven, Conn. in Branford, the Thimble Island team i ...

In a meta-experiment on the future of the global economy, Deutsche Bank Research Institute turned to the machine itself for answers. Rather than relying solely on traditional economic modeling, analysts asked their proprietary AI tool, dbLumina, to identify exactly which industries it intends to upend. The resulting report offers a stark vision of a “great rebalancing,” pinpointing exactly where the algorithms expect to displace human labor. The experiment, detailed in a report titled “What AI Says Abou ...

Annuities were once seen as a dirty word, besmirched for their high fees and murky features. Some people continue to disparage them online. (We’re looking at you, Ken Fisher.) But, that image may be softening. Wealthtech firm Orion is embedding insurance tools into its flagship offering for financial advisors through an enhanced integration with annuities provider DPL Financial Partners. Orion, which has nearly $6 trillion in total client assets on its platform, is one of the leading technology providers ...

The company will pay a quarterly dividend of 99 cents per outstanding common share, compared to 90 cents in the fourth quarter of 2024.IA saw “strong and profitable growth across all business segments in the fourth quarter,” Denis Ricard, president and CEO of the firm, said in a statement. He noted that the recent acquisition of RF Capital Group Inc. is “performing ahead of our initial expectations,” strengthening iA’s position in wealth management.In the Canadian insurance segment, core earnings came in at ...

Here’s to a cool $25 mil. Avantos, an AI-powered operating system for advisors, raised $25 million in Series A funding this week, led by Bessemer Venture Partners, with additional backing from powerhouse wealth management firms like Vanguard, Guardian Life and SEI. The raise comes just over a week after Altruist launched an AI-powered tax planning tool that sent shares of wealth management firms including Charles Schwab and Morgan Stanley tumbling. The company plans to use the capital to expand research a ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Compound Planning, a self-described digital family office created via acquisition in 2023, added seven new advisors in the second half of 2025 and the first part of 2026, accounting for $795 million in collective assets. In the second half of 2025, Compound recruited Tony Golden as a wealth advisor in New York. Golden joins from Merrill Lynch, where he spent the last 15 years.  Wendy ...

Simplicity Group and LPL Financial Form Strategic Relationship to Deliver Insurance Products, Operational Support, and Training to LPL Advisors [Accessibility Statement] Skip NavigationSAN DIEGO and SUMMIT, N.J., Feb. 18, 2026 /PRNewswire/ -- LPL Financial Holdings Inc. (Nasdaq: LPLA) ("LPL Financial" or "LPL"), a leading wealth management firm, and Simplicity Group ("Simplicity"), a leading insurance partner for advisors, financial institutions, and consumers, today announced a strategic agreement that wil ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Elevation Point has taken its latest minority stake in Hampton Bluff Capital Partners, a newly-launched Atlanta-based team that managed about $1.3 billion in assets before breaking away from UBS. The firm is led by co-founders and managing partners Krunch Kloberdanz and Justin Runager, and works with entrepreneurs, high-net-worth individuals, family offices, foundations and corporations.  At ...