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

    © 2026 quantisnow.com
    Democratizing insights since 2022

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

    LPL Financial to present at the Bank of America Securities Financial Services Conference

    2/5/25 4:05:00 PM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance
    Get the next $LPLA alert in real time by email

    SAN DIEGO, Feb. 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that Rich Steinmeier, Chief Executive Officer, will present at the Bank of America Securities Financial Services Conference on February 12.

    The presentation takes place at 11:20 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 Relations

    [email protected]

    Media Relations

    [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 the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

    Securities and Advisory services offered through LPL Financial LLC ("LPL Financial") or its affiliate LPL Enterprise, LLC ("LPL Enterprise"), both registered investment advisors and broker-dealers. Member FINRA/SIPC. LPL Financial serves as the clearing and carrying firm for accounts LPL Enterprise introduces to it.

    LPL Financial and LPL Enterprise provide financial services only from the United States.

    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.

    We routinely disclose information that may be important to shareholders in the "Investor Relations" or "Press Releases" section of our website.



    Primary Logo

    Get the next $LPLA alert in real time by email

    Crush Q1 2026 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
    4/8/2026$350.00Outperform
    Keefe Bruyette
    4/8/2026$380.00Neutral → Buy
    UBS
    12/11/2025$406.00Neutral
    UBS
    10/9/2025Underperform → Mkt Perform
    Raymond James
    10/3/2025$365.00Outperform
    BMO Capital Markets
    9/19/2025$390.00Buy → Neutral
    Rothschild & Co Redburn
    9/12/2025$405.00Buy
    Goldman
    7/9/2025$80.00Neutral → Sell
    Citigroup
    More analyst ratings

    $LPLA
    Insider Trading

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

    View All

    SEC Form 4 filed by Audette Matthew J

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

    4/16/26 4:25:34 PM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    SEC Form 4 filed by Thomas Corey E.

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

    3/26/26 4:20:55 PM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    SEC Form 4 filed by Schifter Richard P

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

    3/26/26 4:19:12 PM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    $LPLA
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    Texas Wealth Solutions Joins LPL's Independent Advisor Network

    SAN DIEGO, April 15, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Brian Bogue, CWS®, CRC®, has launched Texas Wealth Solutions through affiliation with LPL Financial's supported independence model, LPL Independent Advisor Network. He reported serving approximately $235 million in advisory, brokerage and retirement plan assets* and joins LPL from PNC Wealth Management. Based in Longview, Texas, Bogue brings more than 25 years of industry experience, serving a client base largely composed of pre-retirees and retirees throughout East Texas. Known for his down-to-earth approach and emphasis on education, Bogue focuses on helping clients understand their op

    4/15/26 8:55:00 AM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    LPL Financial Leads Acquisition of Mariner Advisor Network

    SAN DIEGO, April 14, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (together with its subsidiaries, including LPL Capital Partners, Inc. and LPL Financial LLC, "LPL" or "LPL Financial"), today announced that the firm has entered into a definitive purchase agreement to acquire Mariner Advisor Network, a segment of Mariner. In partnership with LPL, Private Advisor Group, LLC will acquire Mariner Advisor Network's hybrid advisors and align those advisors under their hybrid Registered Investment Advisor (RIA). Affiliated with LPL Financial, Mariner Advisor Network supports 367 financial advisors who collectively manage $31 billion in assets. As part of this transaction, 2

    4/14/26 9:00:00 AM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    LPL Financial Announces First Quarter 2026 Earnings Release Date and Conference Call

    SAN DIEGO, April 09, 2026 (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, April 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 [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

    4/9/26 4:23:04 PM 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

    Keefe Bruyette resumed coverage on LPL Financial with a new price target

    Keefe Bruyette resumed coverage of LPL Financial with a rating of Outperform and set a new price target of $350.00

    4/8/26 8:37:23 AM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    LPL Financial upgraded by UBS with a new price target

    UBS upgraded LPL Financial from Neutral to Buy and set a new price target of $380.00

    4/8/26 8:23:44 AM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    UBS resumed coverage on LPL Financial with a new price target

    UBS resumed coverage of LPL Financial with a rating of Neutral and set a new price target of $406.00

    12/11/25 9:11:20 AM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    $LPLA
    SEC Filings

    View All

    SEC Form 144 filed by LPL Financial Holdings Inc.

    144 - LPL Financial Holdings Inc. (0001397911) (Subject)

    4/14/26 4:23:46 PM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    SEC Form DEFA14A filed by LPL Financial Holdings Inc.

    DEFA14A - LPL Financial Holdings Inc. (0001397911) (Filer)

    4/2/26 4:09:42 PM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    SEC Form DEF 14A filed by LPL Financial Holdings Inc.

    DEF 14A - LPL Financial Holdings Inc. (0001397911) (Filer)

    4/2/26 4:06:58 PM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    $LPLA
    Financials

    Live finance-specific insights

    View All

    LPL Financial Announces First Quarter 2026 Earnings Release Date and Conference Call

    SAN DIEGO, April 09, 2026 (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, April 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 [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

    4/9/26 4:23:04 PM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    LPL Financial Announces Fourth Quarter and Full Year 2025 Earnings Release Date and Conference Call

    SAN DIEGO, Jan. 08, 2026 (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 29. 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

    1/8/26 4:05:00 PM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    Republic Capital Group Advises Private Advisor Group on its Minority Investment by LPL Financial

    NEW YORK and MORRISTOWN, N.J., Nov. 20, 2025 /PRNewswire/ -- Republic Capital Group ("Republic"), a leading investment bank specializing in strategic and financial advisory services for wealth and asset management firms and their clients, today announced that it served as the investment banking advisor to Private Advisor Group, with $41.3 billion in AUM, as LPL Financial Holdings Inc. (NASDAQ:LPLA) (together with its subsidiaries, including LPL Financial LLC, "LPL Financial" or "LPL") acquires a minority ownership stake, marking a new chapter in their nearly three-decade relationship. The investment strengthens the strategic ties between the organizations and supports Private Advisor Group's

    11/20/25 12:12:00 PM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    $LPLA
    Leadership Updates

    Live Leadership Updates

    View All

    LPL Welcomes Michael Dworetsky to Lighthouse Private Wealth

    SAN DIEGO, Feb. 26, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that veteran financial advisor Michael Dworetsky, has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA), aligned with Lighthouse Private Wealth, an existing firm supporting LPL-affiliated advisors. He reports serving approximately $200 million in advisory, brokerage and retirement plan assets and joins LPL from StoneX. Dworetsky brings 45 years of industry experience, beginning his career in accounting before transitioning into wealth management. His practice centers on long-term planning, multigenerational client relationships and personalized portfolio management for professionals, bus

    2/26/26 8:55:00 AM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    LPL Financial Welcomes Wealth Innovations

    SAN DIEGO, Feb. 03, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Wealth Innovations, LLC have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $200 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Based in Richmond, Va., Wealth Innovations is led by industry veteran Jim LaNeave, who brings nearly four decades of leadership and financial planning experience, alongside Marian Crawford, CFP®, and Samuel LaNeave. The team also includes Ashley LaNeave, Jeffery Brallier, Diane Norris and Janyce LaNeave. Together, they serve clients primarily a

    2/3/26 8:55:00 AM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance

    LPL Financial Appoints Ilan Davidovici as Executive Vice President, Corporate Strategy

    SAN DIEGO, Jan. 12, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced that Ilan Davidovici has joined the firm as executive vice president, Corporate Strategy. In this role, Davidovici will lead LPL's Corporate Strategy team, partnering across the organization to define long-term vision, shape strategic priorities, evaluate growth opportunities and position LPL for sustainable success. Davidovici brings more than 20 years of experience driving transformation and growth across the financial services industry. Most recently, he served as principal and general partner at Edward Jones, where he led client and branch experience management and impleme

    1/12/26 9:00:00 AM 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