• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Superconnector
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEW
    Legal
    Terms of usePrivacy policyCookie policy

    LPL Financial Selects SUBSCRIBE to Modernize Alternative Investment Platform

    2/20/25 12:15:00 PM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance
    Get the next $LPLA alert in real time by email

    The customized alternative investments platform offers one of the Nation's Largest

    Independent Wealth Management Firms an unparalleled suite of functionality

    to digitally transform their private fund investment workflows from start to finish.

    NEW YORK, Feb. 20, 2025 /PRNewswire/ -- SUBSCRIBE, the leading operating system for alternative investments that digitalizes the investment process for fund managers, institutional investors, wealth managers, law firms, and fund administrators, today announced that is has been selected by LPL Financial Holdings Inc (Nasdaq: LPLA, ("LPL")) to build a highly customized and fully integrated platform solution to modernizes the firms alternative investments program. LPL is one the nation's largest independent wealth management firms with over 28,000 financial advisors (including advisors at approximately 1,200 enterprises, and 560 registered investment advisor ("RIA") firms) that collectively serve over 8.0 million investors nationwide and oversee more than $1.8 trillion in client assets, including Equitable Advisors and Prudential Advisors. Through SUBSCRIBE, LPL is able to centralize their alternative investment products, advisor education, compliance controls, and investment workflows on a single operating system.

    "We have been looking to elevate the advisor and client experience to set them up for success when allocating to alternatives," said Aneri Jambusaria Managing Director, Head of Wealth Management at LPL Financial. "As we explored the available options in the market, we found that SUBSCRIBE's cutting-edge technology platform delivered a cross-functional suite that was unmatched."

    During LPL Financial Holdings Inc 3Q 2024 Earnings Call, CEO Rich Steinmeier discussed LPL's strategic decision to significantly expand their alternative investment offering to meet the needs of wirehouse and regional advisors that are more and more choosing to join the firm, when he commented that:

    "Inside of alts, over the last year, we've made significant progress in building towards a world-class platform. Specifically, this year, we've deployed a new alternative investment order entry system which we launched in the second quarter with a pilot set of advisors and have gotten a lot of feedback on. And in fact, we have used that launch in the second quarter to build and enhance what we call AIOE, our Alternative Investment Order Entry system, so that it's much more intuitive and has better capabilities in support of a broad deployment at the end of the fourth quarter. The feedback that we've got from the advisors who went on the pilot has been incredibly positive."1

    Through SUBSCRIBE's open-architecture platform, LPL Financial Advisors can discover, research, educate, transact, and manage investments across a highly curated menu of products, including private equity, private credit, real estate, hedge funds, 1031 exchanges/DSTs, exchange funds, and feeder funds formed by SUBSCRIBE or other providers.

    At the same time, LPL Home Office and Compliance professionals, gain additional confidence in the alternative investments made for clients from the innovative compliance overlays SUBSCRIBE provides that allow for monitoring and supervision. These modules validate advisor registrations and education requirements, account pre-qualification and suitability, sales-kit delivery, and a myriad of additional regulatory and firm specific controls relating to concentration limits and state restrictions for each fund investment, all in real-time and as part of a single flow.

    "We were looking for a trusted long-term partner and what attracted us to SUBSCRIBE was the technology leadership and innovation they have demonstrated," said Kate Winters, Senior Vice President, Investment Product Management & Retirement Partners at LPL Financial. "They have made simple what is otherwise complex and built a compliant process that meets all of our needs and gives us extreme control as we scale our product offerings."

    SUBSCRIBE's platform seamlessly integrates with any organization's software ecosystem, including CRMs, leading custodians, fund administrators, law firms, trading, and reporting software providers. The solution provides complete investment lifecycle support for pre-trade, at-trade workflows, and automates post-trade collection investment data for downstream reporting through SUBSCRIBE Extract.

    "We are pleased to be the exclusive operating solution for LPL's alternative investment program," said Rafay Farooqui, Founder and CEO at SUBSCRIBE. "Our platform's ability to integrate seamlessly with large complex organizations to deliver a single super-platform that can centralize and operate any fund, any investor, anywhere in the world positions LPL financial advisors, clients, and fund manager partners for success."

    Footnote 1. https://investor.lpl.com/static-files/87fd7529-c98b-4e8a-b34f-8bbce8923eb6

    About SUBSCRIBE

    SUBSCRIBE is a fintech company digitally transforming the landscape of alternative investments for fund managers, institutional investors, wealth managers, law firms, and fund administrators. Our platform technology modernizes the archaic infrastructure of private fund investments by delivering a central operating system — catering to every role within the investment process empowering them to connect any fund, any investor, anywhere in the world on a single platform. SUBSCRIBE supports over $6 trillion in private market assets and is the trusted technology partner to thousands of firms that rely on our end-to-end enterprise solution to scale their private market investment programs and manage investment processes across pre-trade, trade, and post-trade fund workflows. For additional information, visit www.subscribeplatform.com or follow the company on LinkedIn.

    About LPL Financial

    LPL Financial Holdings Inc. (NASDAQ:LPLA) was founded on the principle that LPL should work for advisors and enterprises, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 28,000 financial advisors, including advisors at approximately 1,200 enterprises and at approximately 560 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. At LPL, independence means that advisors and enterprise leaders have the freedom they deserve to choose the business model, services and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and enterprises, so they can take care of their clients.

    Securities and Advisory services offered through LPL Financial LLC ("LPL Financial"), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States. Doherty Financial Service and LPL Financial are separate entities.

    Throughout this communication, the terms "financial advisors" and "advisors" are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

    Contact:

    [email protected]

    Cision View original content:https://www.prnewswire.com/news-releases/lpl-financial-selects-subscribe-to-modernize-alternative-investment-platform-302381620.html

    SOURCE SUBSCRIBE

    Get the next $LPLA alert in real time by email

    Crush Q3 2025 with the Best AI Superconnector

    Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Standout.work

    Recent Analyst Ratings for
    $LPLA

    DatePrice TargetRatingAnalyst
    9/12/2025$405.00Buy
    Goldman
    7/9/2025$80.00Neutral → Sell
    Citigroup
    6/9/2025$400.00Buy → Neutral
    Citigroup
    6/9/2025$460.00Neutral → Buy
    Redburn Atlantic
    1/7/2025$288.00 → $397.00Neutral → Overweight
    Analyst
    1/6/2025$390.00Neutral → Buy
    UBS
    12/19/2024$277.00 → $413.00Hold → Buy
    TD Cowen
    10/9/2024$235.00 → $285.00Equal Weight → Overweight
    Wells Fargo
    More analyst ratings

    $LPLA
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    GTCR Completes Acquisition of FMG, the Leading Marketing Automation Platform for Financial Advisors

    Firm executes Leaders Strategy™ partnership with former LPL Financial CEO Mark Casady, who joins company as Executive Chairman CHICAGO, Sept. 10, 2025 /PRNewswire/ -- GTCR, a leading private equity firm, announced today that it has closed the previously announced acquisition of FMG Suite ("FMG" or "the Company"), a leading provider of advisor-led marketing automation software to financial advisors and insurance agents, from Aurora Capital Partners. As part of the Leaders Strategy™ investment approach, Mark Casady, former Chairman and CEO of LPL Financial (NASDAQ:LPLA), will jo

    9/10/25 9:30:00 AM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    LPL Financial Welcomes The Capitol Bay Group

    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. They reported serving approximately $375 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. Based outside of Washington, D.C., in Tysons, Va., the team is led by John Yetman, CIMA®, and Manish Mukhi, APMA™. The duo brings 70 years of experience and focuses on high-net-worth clients, business owners and retirees. They offer holistic planning, including retirement, estate and business planning, as well as a broad selection of investment op

    9/9/25 9:00:00 AM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    Decorum Wealth Management Launches with Support from LPL Strategic Wealth

    SAN DIEGO, Sept. 08, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Ronald Ewing, CFP®, Edward Macha, Alex Pittz, AAMS®, Brian Gudgel, CFP® and Andrew Curiel IV, CFP®, CEPA®, AWMA®, APMA® have launched a new independent practice, Decorum Wealth Management, through affiliation with LPL Financial's supported independence model, LPL Strategic Wealth. They reported serving approximately $1.8 billion in advisory, brokerage and retirement plan assets* and join LPL from UBS. Located near Sacramento, Calif. in Merced, Ewing, Macha, Pittz, Gudgel and Curiel have been collaborating for nine years and were brought together by advisors nearing retirement at UBS Pai

    9/8/25 9:00:00 AM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    $LPLA
    SEC Filings

    View All

    Amendment: SEC Form SCHEDULE 13G/A filed by LPL Financial Holdings Inc.

    SCHEDULE 13G/A - LPL Financial Holdings Inc. (0001397911) (Subject)

    8/7/25 10:25:13 AM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    SEC Form 10-Q filed by LPL Financial Holdings Inc.

    10-Q - LPL Financial Holdings Inc. (0001397911) (Filer)

    8/4/25 8:22:09 AM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    SEC Form 8-K filed by LPL Financial Holdings Inc.

    8-K - LPL Financial Holdings Inc. (0001397911) (Filer)

    8/1/25 9:11:15 AM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    $LPLA
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    View All

    Goldman resumed coverage on LPL Financial with a new price target

    Goldman resumed coverage of LPL Financial with a rating of Buy and set a new price target of $405.00

    9/12/25 7:52:13 AM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    LPL Financial downgraded by Citigroup with a new price target

    Citigroup downgraded LPL Financial from Neutral to Sell and set a new price target of $80.00

    7/9/25 8:17:36 AM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    LPL Financial downgraded by Citigroup with a new price target

    Citigroup downgraded LPL Financial from Buy to Neutral and set a new price target of $400.00

    6/9/25 7:47:18 AM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    $LPLA
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Principal Accounting Officer Reeping Katharine covered exercise/tax liability with 56 shares, decreasing direct ownership by 3% to 1,972 units (SEC Form 4)

    4 - LPL Financial Holdings Inc. (0001397911) (Issuer)

    9/11/25 6:30:25 PM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    Group Managing Director Gates Greg sold $507,312 worth of shares (1,500 units at $338.21), decreasing direct ownership by 8% to 17,620 units (SEC Form 4)

    4 - LPL Financial Holdings Inc. (0001397911) (Issuer)

    9/9/25 5:01:00 PM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    Group Managing Director Field Emily was granted 817 shares (SEC Form 4)

    4 - LPL Financial Holdings Inc. (0001397911) (Issuer)

    9/9/25 4:56:07 PM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    $LPLA
    Leadership Updates

    Live Leadership Updates

    View All

    GTCR Completes Acquisition of FMG, the Leading Marketing Automation Platform for Financial Advisors

    Firm executes Leaders Strategy™ partnership with former LPL Financial CEO Mark Casady, who joins company as Executive Chairman CHICAGO, Sept. 10, 2025 /PRNewswire/ -- GTCR, a leading private equity firm, announced today that it has closed the previously announced acquisition of FMG Suite ("FMG" or "the Company"), a leading provider of advisor-led marketing automation software to financial advisors and insurance agents, from Aurora Capital Partners. As part of the Leaders Strategy™ investment approach, Mark Casady, former Chairman and CEO of LPL Financial (NASDAQ:LPLA), will jo

    9/10/25 9:30:00 AM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    LPL Financial Welcomes Chief People Officer Emily Field

    SAN DIEGO, Aug. 04, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced the appointment of Emily Field as group managing director and chief people officer. In this role, Field joins the firm's Management Committee and will lead the Human Resources function, overseeing talent strategy and employee experience for over 9,000 employees. Field brings deep expertise in organizational performance and workforce transformation, having previously served as a partner at McKinsey & Company in its People and Organizational Performance Practice. There, she led enterprise-scale transformations for global institutions, focusing on operating model redesign, talent

    8/4/25 9:00:00 AM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    LPL Financial Appoints Mike Holtschlag as Executive Vice President of Banking and Lending

    SAN DIEGO, June 30, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, has appointed Mike Holtschlag as Executive Vice President of Banking and Lending. In this role, Holtschlag will lead the company's banking and lending initiatives to drive growth and enhance the full-service experience for both advisors and investors. His team will be responsible for the strategy, design, development, execution and delivery of LPL's suite of solutions, including cash management accounts (CMA), credit cards and secured credit lending. LPL's strategic focus on developing state-of-the-art banking and lending solutions makes it easier for advisors to provide comprehensive service

    6/30/25 9:00:00 AM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    $LPLA
    Financials

    Live finance-specific insights

    View All

    LPL Financial Announces Second Quarter 2025 Results

    Key Financial Results: Net Income was $273 million, translating to diluted earnings per share ("EPS") of $3.40, up 5% from a year agoAdjusted EPS* increased 16% year-over-year to $4.51 Gross profit* increased 21% year-over-year to $1,304 millionCore G&A* increased 15% year-over-year to $426 millionAdjusted pre-tax income* increased 23% year-over-year to $490 million Key Business Results: Total advisory and brokerage assets increased 28% year-over-year to $1.9 trillion Advisory assets increased 28% year-over-year to $1.1 trillionAdvisory assets as a percentage of total assets decreased to 55.3%, down from 55.4% a year ago Total organic net new assets were $21 billion, representing 5% annu

    7/31/25 4:05:00 PM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    LPL Financial Announces Second Quarter 2025 Earnings Release Date and Conference Call

    SAN DIEGO, July 10, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (the "Company"), the parent corporation of LPL Financial LLC, announced today it will report second quarter financial results after the market closes on Thursday, July 31. 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 [email protected] Media [email protected] About LPL Financial LPL Financial Holdings Inc. (NASDAQ:LPLA) is among the fastest growing wealth management firms in the U.S. As a leader i

    7/10/25 4:05:00 PM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    LPL Financial Announces First Quarter 2025 Earnings Release Date and Conference Call

    SAN DIEGO, April 17, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (the "Company"), the parent corporation of LPL Financial LLC, announced today it will report first quarter financial results after the market closes on Thursday, May 8. 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 [email protected] Media [email protected] About LPL Financial LPL Financial Holdings Inc. (NASDAQ:LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in

    4/17/25 4:05:00 PM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    $LPLA
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    SEC Form SC 13G/A filed by LPL Financial Holdings Inc. (Amendment)

    SC 13G/A - LPL Financial Holdings Inc. (0001397911) (Subject)

    2/13/24 5:08:09 PM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    SEC Form SC 13G/A filed by LPL Financial Holdings Inc. (Amendment)

    SC 13G/A - LPL Financial Holdings Inc. (0001397911) (Subject)

    2/12/24 4:17:19 PM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    SEC Form SC 13G/A filed by LPL Financial Holdings Inc. (Amendment)

    SC 13G/A - LPL Financial Holdings Inc. (0001397911) (Subject)

    4/10/23 1:39:59 PM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance