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 on behalf of around 7 million Americans [2] Upcoming Financial Results - The company will report its second quarter financial results after the market closes on July 31, 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]

NEW YORK, July 9, 2025 /PRNewswire/ -- Bloomberg and Clearwater Analytics (NYSE: CWAN) ("Clearwater") today announced a strategic collaboration to deliver a front-to-back investment solution for asset owners and asset managers using an open and modular approach. This collaboration brings together best-in-class solutions to introduce a comprehensive investment management offering.The new offering will provide users with an enhanced operating model that delivers scale, speed, and flexibility, allowing them to ...

NEW YORK, June 30, 2025 (GLOBE NEWSWIRE) -- Marex Group plc (‘Marex’ or the ‘Group’; NASDAQ: MRX), the diversified global financial services platform, announces its membership of the broad-market Russell 3000® Index and inclusion in the small-cap Russell 2000® Index, effective after US market open today, as part of the 2025 Russell indexes reconstitution. Ian Lowitt, CEO of Marex commented: “Joining the Russell US Indexes is an important milestone in our evolution as a public company. This membership will e ...

SAN DIEGO, June 23, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for May 2025. Total advisory and brokerage assets at the end of May were $1.85 trillion, an increase of $66.6 billion, or 3.7%, compared to the end of April 2025. Total organic net new assets for May were $6.5 billion, translating to a 4.4% annualized growth rate. This included $1.0 billion of ass ...

Core Viewpoint - Marex Group plc has announced the acquisition of Agrinvest Commodities, a Brazilian agricultural commodities business, which will enhance Marex's operations in the Americas and diversify its earnings [1][2]. Company Overview - Marex Group plc (NASDAQ: MRX) is a diversified global financial services platform that provides liquidity, market access, and infrastructure services across energy, commodities, and financial markets. The company operates in four main service areas: Clearing, Agency and Execution, Market Making, and Hedging and Investment Solutions [3]. Acquisition Details - Agrinvest Commodities connects buyers and sellers in physical agricultural markets, including corn and soybeans, and offers consulting support for hedging options and commercial strategies [2]. - The acquisition will provide Marex with physical commodities capabilities in Brazil, complementing its existing derivatives operations. Agrinvest has approximately 1,300 clients and 100 employees, which will enhance Marex's current Brazilian business [2]. Strategic Importance - The CEO of Marex, Ian Lowitt, emphasized Brazil's significance as a global commodity producer and the potential for growth in supporting Agrinvest's future expansion [3]. - Ram Vittal, CEO of the Americas for Marex, highlighted the acquisition as a reinforcement of Marex's commitment to growth in the Americas and an opportunity to broaden its agricultural business capabilities [3]. Future Prospects - Benedito Joao Gai Neto, CEO of Agrinvest, expressed enthusiasm about joining Marex, noting the support for business expansion and enhanced service offerings in Brazil and other countries [3].

New office deepens partnership with the National Pension Service and strengthens presence in KoreaJEONJU, South Korea, June 04, 2025 (GLOBE NEWSWIRE) -- StepStone Group (Nasdaq: STEP), a global private markets solutions provider, has opened an office in Jeonju, North Jeolla Province, South Korea. The new office marks a continued expansion of StepStone’s long-standing relationship with the National Pension Service (NPS), one of the world’s largest institutional investors. This is StepStone’s second office in ...

SAN DIEGO, May 28, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today announced that Matt Audette, President and Chief Financial Officer, will present at the William Blair Growth Stock Conference on June 4. The presentation takes place at 11 a.m. ET. A live audio webcast of the presentation will be accessible at investor.lpl.com, with a replay available on the website after the presentation. Contacts Investor Relationsinvestor.relations@lplfinancial.com Media Relationsmedia.relations@lplfinancia ...

Company Overview - StepStone Group Inc. is a global private markets investment firm focused on providing customized investment solutions and advisory and data services to clients [2] - As of March 31, 2025, StepStone was responsible for approximately $709 billion of total capital, including $189 billion of assets under management [2] - The firm's clients include large public and private pension funds, sovereign wealth funds, insurance companies, endowments, foundations, family offices, and high-net-worth individuals [2] Upcoming Events - Scott Hart, CEO, and Mike McCabe, Head of Strategy, are scheduled to present at the Morgan Stanley US Financials Conference on June 10, 2025, at 2:30 pm ET [1] - A live webcast and replay of the presentation will be accessible through the StepStone website [1]

NEW YORK, May 22, 2025 (GLOBE NEWSWIRE) -- StepStone Group Inc. (Nasdaq: STEP), a global private markets investment firm focused on providing customized investment solutions and advisory and data services, today reported results for the quarter ended March 31, 2025. This represents results for the fourth quarter and fiscal year ended March 31, 2025. The Board of Directors of the Company has declared a quarterly cash dividend of $0.24 per share of Class A common stock, and a supplemental cash dividend of $0. ...

Company Overview - StepStone Group has opened a new office in Dublin, Ireland, under its subsidiary StepStone Group Europe Alternative Investment Limited, which is regulated by the Central Bank of Ireland [2] - The firm has been operating in Dublin since 2005 and provides EU-based clients access to private market investment solutions across various asset classes [3] Financial Performance - As of December 31, 2024, StepStone Group Europe Alternative Investment Limited oversees €29.1 billion in assets under management (AUM), a significant increase from €20.6 billion in December 2022, reflecting a growth of approximately 41% [3] Workforce Expansion - The number of employees in StepStone's Dublin office has doubled since 2021, reaching 110 employees, which constitutes about 10% of the firm's global workforce [4] - The new office spans 12,000 square feet and is designed to foster teamwork, brand pride, wellness, and sustainability [4] Market Position - The expansion in Dublin is seen as a positive development for Ireland's financial services sector, reinforcing the country's status as a prime location for global investment firms seeking access to the European market [5][6] - StepStone's growth in Ireland is attributed to the increasing demand for private market solutions among EU-based institutional and private wealth clients [4] Strategic Initiatives - StepStone has recently launched its first European Long-Term Investment Fund (ELTIF) focused on the private debt market and has converted existing RAIF funds into UCI Part II vehicles [6]