LPL Financial Holdings has delivered a 140.0% return over the past five years, yet its valuation checks now send mixed signals, with the Excess Returns intrinsic value estimate pointing to upside while market multiples lean the other way. For investors, the question is whether the current share price reflects the benefits of LPL Financial Holdings' expanding wealth platform and advisor base or is already pricing in much of that progress. A 140.0% share price gain over five years shows that...

Mixed results from Walmart and other retailers offered more gloom on the health of the American consumer.

Over the past decade, the annual revenue gap between LPL and any other independent brokerage has soared to more than 100% from less than 1%. But that doesn't mean that the No. 1 firm can rest on those laurels.

The AI marketing platform will charge advisors a monthly fee plus a percentage of assets from clients it helps bring in, similar to custodial referral programs.

Cash-generating companies often have the flexibility to invest, return capital to shareholders, or navigate downturns. The best of these businesses not only accumulate cash but deploy it strategically for growth.

LPL Financial trades at $371.51 and has moved in lockstep with the market. Its shares have returned 12.6% over the last six months while the S&P 500 has gained 13.5%.

Also, Hightower Signature makes a second external acquisition; IFP adds two Commonwealth advisors overseeing $400M; LPL adds $350M team; and UBS lands a double-advisor win.

The relationship between bond yields and equities has turned negative again, says LPL Financial.

Treasuries have been in a funk since June. If the selloff doesn’t stop, things could really go off the rails for stocks, the midterm elections, and the Fed.

In recent months, LPL Financial has broadened its wealth management platform, lowering Model Wealth Portfolios minimums to US$1,000, expanding alternative investment access to nearly 110 strategies, and advancing securities-backed lending and integrated cash management to support more comprehensive advisor-led planning. This build-out, alongside more than US$300 billion in high- and ultra-high-net-worth assets and specialized Private Wealth Partners resources, underscores LPL’s push to equip...

Altruist has earned legions of fans among financial advisors for sleek technology and low, clear fees. But its critics question whether that is enough to catch up to the giants that have dominated the business for decades.

LPL Financial Holdings (NasdaqGS:LPLA) unveiled significant upgrades to its wealth management platform at its Focus 2026 conference. The company highlighted new technology investments, including artificial intelligence and cybersecurity tools, aimed at supporting independent advisors. Updates included lower investment minimums, broader product access, and specialized advisory and planning services for a wider client base. LPL Financial positioned these changes as a step toward more...

With the addition of The Bridgeway Group, Merit Financial Advisors has now acquired Commonwealth teams overseeing about $4.7 billion in client assets.

The $32.6 billion RIA hired Tim Gacsy to lead the new unit and partnered with Baker Tilly to bolster its family office capabilities.

The founders of the Focus Partner firm claim the RIA aggregator withheld over $1 million in fees and demanded access to personal financial data beyond what its management agreement permits.

Stocks were mostly higher again as Iran and Oman negotiated a shipping agreement for the Strait of Hormuz, but AI capex is still a big issue for investors.

The move comes amid increased demand for personalization and a flurry of other recent launches.

Record EPS and Commonwealth integration progress drive strategic momentum forward.

In a webinar last week, Humanity Labs CEO Andrei Pop discussed "the transformative power" he said Mariner's new AI workforce will bring to the firm.

Lone Pine Capital's latest 13F reveals five positions that trace one unified macro thesis from jet engine alloys to AI advertising, and three of them are trading well below what their raised guidance actually implies.

LPL Financial Holdings (LPLA) drew fresh attention after reporting record adjusted earnings for the second quarter of 2026, along with higher client and advisory assets, an expanded buyback authorization, and a declared dividend. See our latest analysis for LPL Financial Holdings. The latest earnings and capital return updates have been met with strong buying interest, with LPL Financial Holdings posting a 1 month share price return of 20.61% and a 3 year total shareholder return of 54.94%...

LPL Financial (NASDAQ:LPLA) reported stronger organic growth, record adjusted earnings per share and improved operating leverage in the second quarter of 2026, while continuing preparations to onboard Commonwealth Financial Network advisors in the fourth quarter. Chief Executive Officer Rich Steinm

Independent financial services firm LPL Financial (NASDAQ:LPLA) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 35.2% year on year to $5.19 billion. Its non-GAAP profit of $5.84 per share was 8.5% above analysts’ consensus estimates.

Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they’re out of favor. The key risk, however, is that these stocks are usually cheap for a reason, and a low valuation can reflect underlying business challenges rather than a genuine bargain.

LPLA's Q2 results benefit from strong revenue and advisory asset growth while boosting its buyback authorization. Yet, higher expenses partly offset the gains.

The firm brought in $25 billion during the second quarter, as it prepares to complete its Commonwealth Financial Network conversion in the fourth quarter.

Moby summary of LPL Financial Holdings Inc.'s Q2 2026 earnings call

LPL Financial Holdings Inc (LPLA) posts record adjusted EPS of $5.84 and $23 billion in organic net new assets, while navigating a competitive recruiting environment and ongoing pricing review.

Record EPS and Commonwealth integration progress drive strategic momentum forward.

LPL Financial (LPLA) delivered earnings and revenue surprises of +8.35% and +0.31%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

While the top- and bottom-line numbers for LPL Financial (LPLA) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Independent financial services firm LPL Financial (NASDAQ:LPLA) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 35.2% year on year to $5.19 billion. Its non-GAAP profit of $5.84 per share was 8.5% above analysts’ consensus estimates.

Investors flocking to long-duration U.S. Treasury ETFs for safety have instead been met with a “perfect storm for generational losses.” This historic crash stems from a fatal market misunderstanding: equating the zero default risk of the U.S. government with zero...

Besides Wall Street's top-and-bottom-line estimates for LPL Financial (LPLA), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2026.

The Birmingham-based RIA continues its expansion in Alabama with the acquisition of Montgomery-based InVista Advisors, joining from LPL Financial.

The Birmingham-based RIA continues its expansion in Alabama with the acquisition of Montgomery-based InVista Advisors, joining from LPL Financial.

LPL Financial LLC recently added HighWater Wealth and Williams Tax & Financial Services to its broker-dealer and RIA platform, bringing a combined approximately $2.74 billion in client assets and emphasizing multi-generational, planning-first wealth services. These additions highlight LPL’s ability to attract high-net-worth focused advisors seeking independence, scale and advanced planning resources, even as the firm faces a new class action lawsuit over alleged disclosure failures tied to...

KWM Wealth Advisory is based in Pasadena and also has a presence in Honolulu. Team leaders said they were attracted by Raymond James’ focus on technology.

LPL Financial (LPLA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

LPL Financial Holdings (NASDAQ:LPLA) doesn’t manage money directly. It gives independent financial advisors the tools to run their own practices like trading platforms, compliance support, custody services, and a place to park client accounts. Advisors leave big banks like Merrill or Morgan Stanley and set up under LPL’s roof instead. LPL takes a cut of […]

The move for $15 billion Good Life differs from its trickier Commonwealth acquisition, which sources say has recently included bidding against RIA aggregators to keep a team.

Morgan Stanley’s Mike Wilson expects stocks to stumble through the seasonally weak late-summer months before a broader rally lifts the S&P 500 to 8,000 by year-end.

Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

A five-person financial advisory team has joined LPL Financial from U.S. Bank where they oversaw $2.4 billion in client assets. The team, which goes by HighWater Wealth and is based in San Diego, joined LPL’s brokerage and registered investment advisory channel. While independent, HighWater Wealth organized under Quotient Advisor Partners, an LPL office of supervisory jurisdiction that helps support advisory teams setting out on their own.

The San Diego-based group has affiliated with Quotient Advisor Partners, an LPL OSJ, bringing expertise in serving high-net-worth clients and multi-generational families.