LPL Financial Welcomes Lighthouse Private Wealth
SAN DIEGO, Sept. 30, 2025 ( GLOBE NEWSWIRE ) -- LPL Financial LLC announced today that advisors, DJ Totland, CFP®, CIMA®, CPFA® and Christopher Meyer, CFP®, with support from Rob Tendler CFP®, CLU® and the Harbor Lights Financial Group team - an existing firm supporting LPL-affiliated advisors - ...
JD Vance Warns Government Shutdown Will Happen, But Bull Market Remains Intact, Analysts Say 'Buy The Dip' - Invesco QQQ Trust, Series 1 ( NASDAQ:QQQ ) , SPDR S&P 500 ( ARCA:SPY )
Vice President JD Vance said Tuesday he believes a government shutdown is imminent, blaming a political impasse over healthcare funding. '
KraneShares Artificial Intelligence & Technology ETF ( AGIX ) Joins LPL Financial's No-Transaction-Fee Platform - KraneShares Artificial Intelligence & Technology ETF ( NASDAQ:AGIX )
NEW YORK, Sept. 26, 2025 ( GLOBE NEWSWIRE ) -- KraneShares, a leading provider of exchange-traded funds ( ETFs ) delivering access to emerging technologies and innovative global asset classes, today announced that the KraneShares Artificial Intelligence & Technology ETF ( NASDAQ: AGIX ) has been ...
LPL Financial Welcomes Tennant Financial
SAN DIEGO, Sept. 25, 2025 ( GLOBE NEWSWIRE ) -- LPL Financial LLC announced today that the partners of Tennant Financial have joined LPL Financial's broker-dealer and Registered Investment Advisor ( RIA ) platform. They reported serving approximately $1.3 billion in advisory, brokerage and ...
Mountain America Celebrates Grand Opening of New West Valley Branch
WEST VALLEY, Utah, Sept. 23, 2025 ( GLOBE NEWSWIRE ) -- Mountain America Credit Union is opening its newest branch in West Valley, Utah, with a community celebration planned for October 4, 2025, from 12 p.m. to 2 p.m. The branch is located at 2531 South Redwood Road.
LPL Financial's August Brokerage & Advisory Assets Rise Sequentially
LPLA posts $2.26T in August assets, up 16.7% from July, with strong gains in both brokerage and advisory holdings.
LPL Financial Reports Monthly Activity for August 2025
SAN DIEGO, Sept. 18, 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 August 2025.
LPL Financial Welcomes Worley Monroe Advisors
SAN DIEGO, Sept. 18, 2025 ( GLOBE NEWSWIRE ) -- LPL Financial LLC announced today that advisors, Benjamin Worley, AAMS®, and Robert Monroe, CFP®, have come together to form Worley Monroe Advisors and join LPL Financial's broker-dealer and Registered Investment Advisor ( RIA ) platform.
Stock Market Today: S&P 500, Nasdaq, Dow Futures Jump Following Fed Rate Cut-Broadcom, Cracker Barrel, FedEx In Focus - SPDR S&P 500 ( ARCA:SPY )
U.S. stock futures advanced on Thursday following Wednesday's mixed moves. Futures of major benchmark indices were higher.
S&P 500 Historically Returns Over 16% In Year Two Of Fed Easing Cycle, But Only If 'Recession Is Averted' - SPDR S&P 500 ( ARCA:SPY )
As the Federal Reserve embarked on the second year of its rate-cutting cycle after its last cut in September 2024, historical data points to potentially significant gains for the S&P 500, with an average return of over 16% in the second year following initial cuts.
LPL Releases Inaugural Advisor Growth Study
LPL announced the release of the first-of-its-kind annual Advisor Growth Study (AGS) to bring awareness to sustainable growth trends in wealth management.
Ox Road Capital Joins LPL Strategic Wealth Services
SAN DIEGO, Sept. 16, 2025 ( GLOBE NEWSWIRE ) -- LPL Financial LLC announced today that financial advisors Jeffrey S. "Jeff" Allen, CFP®, CTFA, Steve N. Armaly, Brian A. Blackburn, CFP® and Michael S. Lee, CEPA® have launched a new independent practice, Ox Road Capital, through affiliation with ...
Ox Road Capital Joins LPL Strategic Wealth Services - LPL Finl Hldgs ( NASDAQ:LPLA )
SAN DIEGO, Sept. 16, 2025 ( GLOBE NEWSWIRE ) -- LPL Financial LLC announced today that financial advisors Jeffrey S. "Jeff" Allen, CFP®, CTFA, Steve N. Armaly, Brian A. Blackburn, CFP® and Michael S.
Stock Market Today: S&P 500 Futures Rise, Nasdaq Slips Amid Mixed Trade-Nvidia, Hain Celestial, Check Cap In Focus - SPDR S&P 500 ( ARCA:SPY )
U.S. stock futures were swinging on Monday following Friday's mixed close. Futures of major benchmark indices were mixed. Ahead of the Federal Reserve's key vote on interest rates this week, the Justice Department has made a fresh attempt to stay a lower court's injunction blocking President ...
Donald Trump Says 'No Inflation!!!,' But This Economist Asks 'Says Who?' As August CPI Rises In Line With Estimates - SPDR S&P 500 ( ARCA:SPY )
The U.S. economy experienced inflation acceleration in August, which was largely in line with market expectations, sparking a debate as President Donald Trump declared "No Inflation!!!" on social media. That claim was promptly challenged by economist Justin Wolfers, who asked, "No inflation?
Million Missing Jobs Clearly Shows AI Is 'Automating Away Tech Jobs,' Amid 'Stagflation' Worries, Warn Economists - Invesco QQQ Trust, Series 1 ( NASDAQ:QQQ ) , SPDR S&P 500 ( ARCA:SPY )
A preliminary revision from the Bureau of Labor Statistics ( BLS ) has erased 911,000 previously reported U.S. jobs, sending shockwaves through economic circles and cementing expectations for a Federal Reserve interest rate cut next week.
Stock Market Today: Dow Futures Slip, S&P 500 Rises Ahead Of August PPI Data-Chewy, GameStop, Oracle In Focus - SPDR S&P 500 ( ARCA:SPY )
U.S. stock futures were swinging on Wednesday following Tuesday's advances. Futures of major benchmark indices were mixed. Investors were awaiting August's crucial producer price inflation, slated for a release later today. This will be followed by the August consumer price inflation data to be ...
LPL Financial Welcomes The Capitol Bay Group
Seeking more independence, autonomy and more tools to offer to their clients, the team turned to LPL Financial.
LPL Financial Welcomes The Capitol Bay Group - LPL Finl Hldgs ( NASDAQ:LPLA )
SAN DIEGO, Sept. 09, 2025 ( GLOBE NEWSWIRE ) -- LPL Financial LLC announced today that the advisors of The Capitol Bay Group have joined Upstream Investment Partners, an existing firm supporting LPL-affiliated advisors.
Trump Tariffs Will Fuel Stagflation As Economy Will Get 'Two Bad Tastes At The Same Time'- 'Rising Unemployment And Rising Inflation' - Invesco QQQ Trust, Series 1 ( NASDAQ:QQQ ) , SPDR S&P 500 ( ARCA:SPY )
Economist Justin Wolfers is sounding the alarm on the potential for stagflation, warning that proposed tariffs could inflict a painful combination of slowing growth and rising prices on the U.S. economy.
Decorum Wealth Management Launches with Support from LPL Strategic Wealth
The highly accredited team has more than 80 years of industry experience and clients include a diverse range of individuals and businesses.
Top 3 Financial Stocks That May Jump In September - Charles Schwab ( NYSE:SCHW ) , LPL Finl Hldgs ( NASDAQ:LPLA )
The most oversold stocks in the financial sector presents an opportunity to buy into undervalued companies. The RSI is a momentum indicator, which compares a stock's strength on days when prices go up to its strength on days when prices go down.
Traders Hit The Buy Button On These 10 Stocks After Weak Jobs Report - AppLovin ( NASDAQ:APP ) , Agnico Eagle Mines ( NYSE:AEM )
The August jobs report sent a clear signal that the U.S. labor market is quickly losing steam-yet instead of panic, investors hit the buy button, betting that the Federal Reserve will be forced to cut rates this month and possibly again before year-end.
Stock Market Today: Nasdaq Futures Rise, Dow Slips Amid Mixed Trade-Google, Dollar Tree, Campbell's In Focus - SPDR S&P 500 ( ARCA:SPY )
U.S. stock futures were fluctuating on Wednesday following Tuesday's declines. Futures of major benchmark indices were trading mixed. President Donald Trump signed an executive order targeting a fourfold increase in domestic nuclear power production over 25 years.
Stock Market Today: Dow, Nasdaq, S&P 500 Futures Tumble Ahead Of PCE Data-Dell, Marvell, Alibaba Earnings In Focus - SPDR S&P 500 ( ARCA:SPY )
U.S. stock futures dropped on Friday following Thursday's positive moves. Futures of major benchmark indices were trading lower. Investors are eyeing a fresh cue for the direction on interest rate cuts in September, just ahead of a truncated week due to Labor Day, falling on Monday, Sept. 1.
LPL Financial Welcomes Concentric Wealth Management
SAN DIEGO, Aug. 28, 2025 ( GLOBE NEWSWIRE ) -- LPL Financial LLC announced today that the advisors of Concentric Wealth Management have joined LPL Financial's broker-dealer, Registered Investment Advisor ( RIA ) . They reported serving approximately $715 million in advisory, brokerage and ...
LPL Financial Welcomes Concentric Wealth Management - LPL Finl Hldgs ( NASDAQ:LPLA )
SAN DIEGO, Aug. 28, 2025 ( GLOBE NEWSWIRE ) -- LPL Financial LLC announced today that the advisors of Concentric Wealth Management have joined LPL Financial's broker-dealer, Registered Investment Advisor ( RIA ) .
LPL Financial Completes Onboarding of First Horizon Advisors to Institution Services Platform - LPL Finl Hldgs ( NASDAQ:LPLA ) , First Horizon ( NYSE:FHN )
SAN DIEGO, Aug. 27, 2025 ( GLOBE NEWSWIRE ) -- LPL Financial Holdings Inc.
LPL Financial Completes Onboarding of First Horizon Advisors to Institution Services Platform
LPL and First Horizon Bank announced the agreement in April 2025. In August 2025, approximately $12B of brokerage and advisory assets onboarded to LPL.
LPL Financial Welcomes Skyward Financial
SAN DIEGO, Aug. 26, 2025 ( GLOBE NEWSWIRE ) -- LPL Financial LLC announced today that the advisors of Skyward Financial have joined LPL Financial's broker-dealer, Registered Investment Advisor ( RIA ) platform. They reported serving approximately $700 million in advisory, brokerage and retirement ...
Dan Loeb's Third Point Bets Big On AI, Tech With $442 Million Nvidia Stake-Exits Energy, Steel In Q2 Portfolio Overhaul - NVIDIA ( NASDAQ:NVDA )
Third Point LLC, the hedge fund led by billionaire investor Dan Loeb, has significantly reshaped its portfolio in the second quarter of 2025, doubling down on artificial intelligence and technology with a massive $442.37 million stake in Nvidia Corp., according to its latest 13F filing.
LPL Financial's July Brokerage & Advisory Assets Rise Sequentially
LPLA's brokerage and advisory assets hit $1.94T in July, rising 1.1% from June and surging nearly 27% year over year.
Stock Market Today: Nasdaq, Dow, S&P 500 Futures Rise Ahead Of Powell's Speech At Jackson Hole-EpicQuest, Zoom, Azitra Stocks In Focus - Azitra ( AMEX:AZTR ) , Aptorum Group ( NASDAQ:APM )
U.S. stock futures rose on Friday following Thursday's declines. Futures of major benchmark indices were higher. Investors are eyeing crucial comments on the labor market, inflation, and the trajectory of interest rates from Federal Reserve Chairman Jerome Powell's speech later today at the ...
LPL Financial Reports Monthly Activity for July 2025
SAN DIEGO, Aug. 21, 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 July 2025.
LPL Financial Welcomes Women-Led Chloey Wealth
SAN DIEGO, Aug. 21, 2025 ( GLOBE NEWSWIRE ) -- LPL Financial LLC announced today that advisors Jenna Vitosh and Natalia Paige have joined forces to launch Chloey Wealth with LPL Financial's broker-dealer and Registered Investment Advisor ( RIA ) platform.
LPL Financial Welcomes Women-Led Chloey Wealth - LPL Finl Hldgs ( NASDAQ:LPLA )
SAN DIEGO, Aug. 21, 2025 ( GLOBE NEWSWIRE ) -- LPL Financial LLC announced today that advisors Jenna Vitosh and Natalia Paige have joined forces to launch Chloey Wealth with LPL Financial's broker-dealer and Registered Investment Advisor ( RIA ) platform.
LPL Financial Welcomes Zarra Wealth Management
SAN DIEGO, Aug. 19, 2025 ( GLOBE NEWSWIRE ) -- LPL Financial LLC announced today that the advisors of Zarra Wealth Management have joined LPL Financial's broker-dealer, Registered Investment Advisor ( RIA ) platform. They reported serving approximately $270 million in advisory, brokerage and ...
LPL Financial Welcomes Zarra Wealth Management - LPL Finl Hldgs ( NASDAQ:LPLA )
SAN DIEGO, Aug. 19, 2025 ( GLOBE NEWSWIRE ) -- LPL Financial LLC announced today that the advisors of Zarra Wealth Management have joined LPL Financial's broker-dealer, Registered Investment Advisor ( RIA ) platform.
Stock Market Today: S&P 500 Slips, Dow Futures Rise-Intel, Palo Alto, Home Depot In Focus - Fabrinet ( NYSE:FN ) , Graphjet Technology ( NASDAQ:GTI )
U.S. stock futures were fluctuating on Tuesday following a mixed close on Monday. Futures of major benchmark indices were mixed. President Donald Trump expressed readiness to host a trilateral meeting with Russian President Vladimir Putin and Ukrainian President Volodymyr Zelenskyy to end the ...
Growth Stocks Flash Bullish 'Golden Cross' On AI Spending Spree: Expert Reveals Next Wave Of Winners Beyond Chipmakers - Cognizant Tech Solns ( NASDAQ:CTSH ) , Accenture ( NYSE:ACN )
Growth stocks are decisively outperforming their value counterparts, flashing a bullish technical "golden cross" as the artificial intelligence spending spree continues to reshape the market.
LPL Financial Showcases Innovation, Investment and Inspiration at Focus 2025 Finale
President & Chief Financial Officer Matt Audette highlighted significant operational enhancements that power the service advisors provide to their clients ...
LPL Financial Showcases Innovation, Investment and Inspiration at Focus 2025 Finale - LPL Finl Hldgs ( NASDAQ:LPLA )
SAN DIEGO, Aug. 13, 2025 ( GLOBE NEWSWIRE ) -- At the third and final day of Focus 2025, LPL Financial LLC, a leading wealth management firm, highlighted its bold new brand platform, anchored by the question "What if you could?," signaling a transformative shift in how the firm supports advisors ...
Mark Cuban Calls For Billionaires' Tax On Soaring US Stock Buybacks As Georgetown Professor Warns About Path To Decline And Defeat - Apple ( NASDAQ:AAPL ) , Bank of America ( NYSE:BAC )
U.S. stock buybacks are on track to hit a record $1.1 trillion in 2025, sparking sharp debate among experts like Mark Cuban and Georgetown professor Rush Doshi over their economic impact and taxation. ArrivedBuy shares of homes and vacation rentals for as little as $100. Get Started
Trump Slams Powell, Defends Tariffs As Economists Eye Fed Cuts
July CPI steady at 2.7%, but core inflation rose to 3.1%, topping expectations. Trump urged Powell to cut rates, calling him "Too Late" and "grossly incompetent." The next 100%+ earnings move could hit this month. See how to find it live on Wednesday →
LPL Financial Kicks Off Focus 2025, Largest Gathering of Financial Advisors in Firm History
The 3-day event marks the largest in-person gathering in LPL history, offering curated content, strategic insights and immersive experiences for advisors.
Donald Trump Blasts Paul Krugman, Calls Him 'Wrong For Years' As His Predictions Kept People Out Of 'Best Market In History' - Invesco QQQ Trust, Series 1 ( NASDAQ:QQQ ) , SPDR S&P 500 ( ARCA:SPY )
President Donald Trump launched a scathing attack on economist Paul Krugman, accusing him of being "wrong for years" in a new social media post. What Happened: The President's Truth Social post highlighted the core of their ongoing feud, framing Krugman's "doom and gloom" economic predictions as ...
LPL Financial and Financial Resources Group Welcome Coastal Wealth Management Group
SAN DIEGO, Aug. 07, 2025 ( GLOBE NEWSWIRE ) -- LPL Financial LLC announced today that the advisors of Coastal Wealth Management Group have joined Financial Resources Group Investment Services, an existing firm supporting LPL-affiliated advisors.
Mohamed El-Erian Says Contrast Between Palantir, Caterpillar Earnings Is 'Fascinating' As One Reels From Trump Tariffs And The Other Basks In AI Boom - Caterpillar ( NYSE:CAT ) , Palantir Technologies ( NASDAQ:PLTR )
Economist Mohamed El-Erian is highlighting what he sees as a "fascinating" divergence in the quarterly earnings of two major American companies, AI-giant Palantir Technologies Inc. PLTR and farm equipment maker Caterpillar Inc. CAT.
WSFS Financial ( WSFS ) Q2 2025 Earnings Call Transcript
Image source: The Motley Fool.Friday, July 25, 2025, at 1 p.m. ETNeed a quote from a Motley Fool analyst? Email [email protected] reading ...
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Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
