Lpl Financial Hld Cmn (LPLA) 29.85 $LPLA
Purcell Julie & Lefkowitz LLP Is Investigating LPL Financial Holdings Inc. for Potential Breaches Of Fiduciary Duty By Its Board of Directors
PR Newswire - Thu Sep 01, 6:21AM CDT
Purcell Julie & Lefkowitz LLP, a class action law firm dedicated to representing shareholders nationwide, is investigating a potential breach of fiduciary duty claim involving the board of directors of LPL Financial Holdings Inc. (NASDAQ: LPLA).
LPLA: 29.85 (+0.46)
Downgrade Alert for LPL Investment Holdings (LPLA)
Comtex SmarTrend(R) - Tue Aug 23, 3:21AM CDT
LPL Investment Holdings (NASDAQ:LPLA) was downgraded from Outperform to Neutral at Credit Suisse today. The stock closed yesterday at $28.35 on volume of 609,000 shares, below average daily volume of 1.2 million. LPL Investment Holdings share prices have moved between a 52-week high of $48.18 and a 52-week low of $15.38 and closed yesterday at 84% above that low price at $28.35 per share. Over the past week, the 200-day moving average (MA) has gone down 1.2% while the 50-day MA has advanced 1.8%.
LPLA: 29.85 (+0.46)
LPL Selects HiddenLevers for Inclusion in Affinity Program, Bringing in Tech to Help Advisors on DOL Fiduciary Standard
Marketwired - Sun Aug 21, 12:00PM CDT
SAN DIEGO, CA--(Marketwired - Aug 21, 2016) - As part of its Affinity Program, LPL Financial (NASDAQ: LPLA) has selected leading risk platform HiddenLevers as tech to help advisors on DOL fiduciary needs. Now, any of LPL's 15,000-plus advisors can use HiddenLevers' stress testing and fee attribution analysis to help adapt to the fiduciary duty mandated by new regulation.
LPLA: 29.85 (+0.46)
LPL Financial (LPLA) Announces Mixed Data for Jul 2016
Zacks Equity Research - Zacks Investment Research - Fri Aug 19, 8:16AM CDT
LPL Financial Holdings Inc. (LPLA) recorded total brokerage and advisory assets of $500.4 billion at the end of July, up 2.5% from the prior month while total client cash sweep balances were recorded at $28.9 billion for Jul 2016, down 1% from Jun 2016.
IBKR: 35.33 (+0.19), ETFC: 26.48 (+0.32), LPLA: 29.85 (+0.46), AMTD: 32.72 (+0.23)
LPL Financial Reports Monthly Activity for July 2016
GlobeNewswire - Thu Aug 18, 3:05PM CDT
Leading retail investment advisory firm and independent broker/dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), today released its monthly activity report for July 2016.
LPLA: 29.85 (+0.46)
LPL Financial Provides Update on Second Quarter 2016 Advisor Recruiting
GlobeNewswire - Mon Aug 08, 8:00AM CDT
Leading retail investment advisory firm and independent broker/dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), today provided an update on financial advisors who chose to affiliate with the firm in the second quarter of 2016.
LPLA: 29.85 (+0.46)
Investment Brokerage Stocks Technical Reports -- Leucadia National, CME Group, BGC Partners, and LPL Financial
PR Newswire - Thu Aug 04, 6:50AM CDT
Stock-Callers.com turns its focus on four U.S. Investment Brokerage firms, namely, Leucadia National Corp. (NYSE: LUK), CME Group Inc. (NASDAQ: CME), BGC Partners Inc. (NASDAQ: BGCP), and LPL Financial Holdings Inc. (NASDAQ: LPLA). Despite a turbulent 2015, analysts remain optimistic for the overall industry and anticipate more M&A activities for the remainder of 2016. Download the free research reports on these stocks today:
LUK: 19.03 (+0.14), CME: 108.51 (-0.19), LPLA: 29.85 (+0.46), BGCP: 8.84 (+0.10)
Valero Energy Board of Directors Elects New Members
GlobeNewswire - Thu Jul 28, 3:30PM CDT
Valero Energy Corporation (NYSE:VLO) announced today that H. Paulett Eberhart and Kimberly S. Greene have been elected to the company's board of directors.
VLO: 54.83 (+0.54), VLP: 41.52 (+0.02), CBR: 1.28 (+0.01), LPLA: 29.85 (+0.46), SO: 51.80 (+0.62), APC: 56.49 (+2.95)
LPL Financial Announces Second Quarter 2016 Results
GlobeNewswire - Thu Jul 28, 3:05PM CDT
Financial Results
LPLA: 29.85 (+0.46)
Will Tyco's (TYC) Q3 Earnings Disappoint on Macro Woes?
Zacks Equity Research - Zacks Investment Research - Thu Jul 28, 6:30AM CDT
Tyco International Ltd. (TYC) is scheduled to report third-quarter fiscal 2016 results before the opening bell on Jul 29.
TYC: 45.59 (+0.58), CFR: 73.62 (+1.20), FII: 32.75 (+0.67), LPLA: 29.85 (+0.46)
Will WisdomTree (WETF) Stock Decline Post Q2 Earnings?
Zacks Equity Research - Zacks Investment Research - Wed Jul 27, 5:53PM CDT
WisdomTree Investments, Inc. (WETF), scheduled to report second-quarter 2016 results on Jul 29, is down nearly 28% year to date
HEDJ: 54.75 (+0.83), DXJ: 43.98 (+0.46), FII: 32.75 (+0.67), WETF: 10.37 (+0.10), LPLA: 29.85 (+0.46), GBDC: 18.73 (-0.06)
BlackRock's iRetire(R) Retirement Investment Framework Now Available to LPL Financial Advisors
BusinessWire - Thu Jun 23, 9:14AM CDT
BlackRock (NYSE:BLK) announced today that its iRetire retirement investment framework is now available to LPL Financial advisors, offering a new way to help their clients close the retirement income gap. LPL is a leading retail investment advisory firm and the nation's largest independent broker/dealer* supporting more than 14,000 advisors.
BLK: 373.85 (+1.68), ENV: 40.62 (+0.71), LPLA: 29.85 (+0.46)
Blackstone (BX) Buys Stake in Marathon Asset Management
Zacks Equity Research - Zacks Investment Research - Thu Jun 23, 7:56AM CDT
The Blackstone Group L.P. (BX) has acquired a minority interest in New York-based hedge fund, Marathon Asset Management
BX: 26.88 (-0.05), NWBI: 15.56 (+0.09), FBP: 5.00 (+0.17), LPLA: 29.85 (+0.46)
Zacks.com featured highlights: Raymond James Financial, LPL Financial Holdings, Total System Services, Two Harbors Investment and ConAgra Foods
Zacks Equity Research - Zacks Investment Research - Tue Jun 21, 8:30AM CDT
Zacks.com featured highlights: Raymond James Financial, LPL Financial Holdings, Total System Services, Two Harbors Investment and ConAgra Foods
TSS: 50.86 (+1.00), CAG: 46.64 (+0.62), RJF: 58.09 (+0.43), TWO: 9.05 (+0.18), LPLA: 29.85 (+0.46)
LPL Financial and Independent Advisor Alliance Welcome Charlotte Wealth Advisors
GlobeNewswire - Tue Jun 21, 8:00AM CDT
Leading retail investment advisory firm and independent broker/dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), today announced that Charlotte Wealth Advisors (CWA) has joined the LPL Financial broker-dealer platform and will provide fee-based advisory services through Independent Advisor Alliance (IAA), an independent registered investment advisor (RIA) group on LPL's hybrid RIA platform. CWA reported that, as of March 31, 2016, it served approximately $200 million of commission- and fee-based client assets*.
LPLA: 29.85 (+0.46)
Stifel Financial's Shareholders Favor Criticized Stock Plan
Zacks Equity Research - Zacks Investment Research - Tue Jun 21, 7:58AM CDT
Shareholders of Stifel Financial Corp. (SF) approved changes to the company's equity incentive plan which had drawn criticism from a major proxy advisory firm, Institutional Shareholder Services (ISS)
SF: 38.92 (+0.23), NWBI: 15.56 (+0.09), FBP: 5.00 (+0.17), LPLA: 29.85 (+0.46)
Why Bank of Montreal (BMO) Stock is Upgraded to Strong Buy
Zacks Equity Research - Zacks Investment Research - Tue Jun 21, 7:16AM CDT
Bank of Montreal has been witnessing rising earnings estimates driven by announcement of an acquisition as well as strong fiscal second quarter 2016 (ended Apr 30) results.
BMO: 67.06 (+0.54), LPLA: 29.85 (+0.46), STBZ: 23.04 (+0.15), OCFC: 19.78 (+0.06)
Mountain America Credit Union's Chad Waddoups Recognized by Bank Investment Consultant for Three Years Running
Marketwire Canada - Mon Jun 20, 12:57PM CDT
WEST JORDAN, UT--(Marketwired - June 20, 2016) - Mountain America Credit Union's Chad Waddoups was selected for the 2016 Top 20 Program Managers list by Bank Investment Consultant, a leading financial services industry magazine. Waddoups is currently the vice president of wealth management for Mountain America. Mountain America contracts with LPL Financial Services, Inc., one of the nation's leading diversified service companies and the largest independent broker-dealer, to offer investment services.
LPLA: 29.85 (+0.46)
Purcell Julie & Lefkowitz LLP Is Investigating LPL Financial Holdings Inc. for Potential Breaches Of Fiduciary Duty By Its Board of Directors
PR Newswire - Thu Sep 01, 6:21AM CDT
Purcell Julie & Lefkowitz LLP, a class action law firm dedicated to representing shareholders nationwide, is investigating a potential breach of fiduciary duty claim involving the board of directors of LPL Financial Holdings Inc. (NASDAQ: LPLA).
LPLA: 29.85 (+0.46)
Downgrade Alert for LPL Investment Holdings (LPLA)
Comtex SmarTrend(R) - Tue Aug 23, 3:21AM CDT
LPL Investment Holdings (NASDAQ:LPLA) was downgraded from Outperform to Neutral at Credit Suisse today. The stock closed yesterday at $28.35 on volume of 609,000 shares, below average daily volume of 1.2 million. LPL Investment Holdings share prices have moved between a 52-week high of $48.18 and a 52-week low of $15.38 and closed yesterday at 84% above that low price at $28.35 per share. Over the past week, the 200-day moving average (MA) has gone down 1.2% while the 50-day MA has advanced 1.8%.
LPLA: 29.85 (+0.46)
LPL Selects HiddenLevers for Inclusion in Affinity Program, Bringing in Tech to Help Advisors on DOL Fiduciary Standard
Marketwired - Sun Aug 21, 12:00PM CDT
SAN DIEGO, CA--(Marketwired - Aug 21, 2016) - As part of its Affinity Program, LPL Financial (NASDAQ: LPLA) has selected leading risk platform HiddenLevers as tech to help advisors on DOL fiduciary needs. Now, any of LPL's 15,000-plus advisors can use HiddenLevers' stress testing and fee attribution analysis to help adapt to the fiduciary duty mandated by new regulation.
LPLA: 29.85 (+0.46)
LPL Financial (LPLA) Announces Mixed Data for Jul 2016
Zacks Equity Research - Zacks Investment Research - Fri Aug 19, 8:16AM CDT
LPL Financial Holdings Inc. (LPLA) recorded total brokerage and advisory assets of $500.4 billion at the end of July, up 2.5% from the prior month while total client cash sweep balances were recorded at $28.9 billion for Jul 2016, down 1% from Jun 2016.
IBKR: 35.33 (+0.19), ETFC: 26.48 (+0.32), LPLA: 29.85 (+0.46), AMTD: 32.72 (+0.23)
LPL Financial Reports Monthly Activity for July 2016
GlobeNewswire - Thu Aug 18, 3:05PM CDT
Leading retail investment advisory firm and independent broker/dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), today released its monthly activity report for July 2016.
LPLA: 29.85 (+0.46)
LPL Financial Provides Update on Second Quarter 2016 Advisor Recruiting
GlobeNewswire - Mon Aug 08, 8:00AM CDT
Leading retail investment advisory firm and independent broker/dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), today provided an update on financial advisors who chose to affiliate with the firm in the second quarter of 2016.
LPLA: 29.85 (+0.46)
Investment Brokerage Stocks Technical Reports -- Leucadia National, CME Group, BGC Partners, and LPL Financial
PR Newswire - Thu Aug 04, 6:50AM CDT
Stock-Callers.com turns its focus on four U.S. Investment Brokerage firms, namely, Leucadia National Corp. (NYSE: LUK), CME Group Inc. (NASDAQ: CME), BGC Partners Inc. (NASDAQ: BGCP), and LPL Financial Holdings Inc. (NASDAQ: LPLA). Despite a turbulent 2015, analysts remain optimistic for the overall industry and anticipate more M&A activities for the remainder of 2016. Download the free research reports on these stocks today:
LUK: 19.03 (+0.14), CME: 108.51 (-0.19), LPLA: 29.85 (+0.46), BGCP: 8.84 (+0.10)
Valero Energy Board of Directors Elects New Members
GlobeNewswire - Thu Jul 28, 3:30PM CDT
Valero Energy Corporation (NYSE:VLO) announced today that H. Paulett Eberhart and Kimberly S. Greene have been elected to the company's board of directors.
VLO: 54.83 (+0.54), VLP: 41.52 (+0.02), CBR: 1.28 (+0.01), LPLA: 29.85 (+0.46), SO: 51.80 (+0.62), APC: 56.49 (+2.95)
LPL Financial Announces Second Quarter 2016 Results
GlobeNewswire - Thu Jul 28, 3:05PM CDT
Financial Results
LPLA: 29.85 (+0.46)
Will Tyco's (TYC) Q3 Earnings Disappoint on Macro Woes?
Zacks Equity Research - Zacks Investment Research - Thu Jul 28, 6:30AM CDT
Tyco International Ltd. (TYC) is scheduled to report third-quarter fiscal 2016 results before the opening bell on Jul 29.
TYC: 45.59 (+0.58), CFR: 73.62 (+1.20), FII: 32.75 (+0.67), LPLA: 29.85 (+0.46)
Will WisdomTree (WETF) Stock Decline Post Q2 Earnings?
Zacks Equity Research - Zacks Investment Research - Wed Jul 27, 5:53PM CDT
WisdomTree Investments, Inc. (WETF), scheduled to report second-quarter 2016 results on Jul 29, is down nearly 28% year to date
HEDJ: 54.75 (+0.83), DXJ: 43.98 (+0.46), FII: 32.75 (+0.67), WETF: 10.37 (+0.10), LPLA: 29.85 (+0.46), GBDC: 18.73 (-0.06)
BlackRock's iRetire(R) Retirement Investment Framework Now Available to LPL Financial Advisors
BusinessWire - Thu Jun 23, 9:14AM CDT
BlackRock (NYSE:BLK) announced today that its iRetire retirement investment framework is now available to LPL Financial advisors, offering a new way to help their clients close the retirement income gap. LPL is a leading retail investment advisory firm and the nation's largest independent broker/dealer* supporting more than 14,000 advisors.
BLK: 373.85 (+1.68), ENV: 40.62 (+0.71), LPLA: 29.85 (+0.46)
Blackstone (BX) Buys Stake in Marathon Asset Management
Zacks Equity Research - Zacks Investment Research - Thu Jun 23, 7:56AM CDT
The Blackstone Group L.P. (BX) has acquired a minority interest in New York-based hedge fund, Marathon Asset Management
BX: 26.88 (-0.05), NWBI: 15.56 (+0.09), FBP: 5.00 (+0.17), LPLA: 29.85 (+0.46)
Zacks.com featured highlights: Raymond James Financial, LPL Financial Holdings, Total System Services, Two Harbors Investment and ConAgra Foods
Zacks Equity Research - Zacks Investment Research - Tue Jun 21, 8:30AM CDT
Zacks.com featured highlights: Raymond James Financial, LPL Financial Holdings, Total System Services, Two Harbors Investment and ConAgra Foods
TSS: 50.86 (+1.00), CAG: 46.64 (+0.62), RJF: 58.09 (+0.43), TWO: 9.05 (+0.18), LPLA: 29.85 (+0.46)
LPL Financial and Independent Advisor Alliance Welcome Charlotte Wealth Advisors
GlobeNewswire - Tue Jun 21, 8:00AM CDT
Leading retail investment advisory firm and independent broker/dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), today announced that Charlotte Wealth Advisors (CWA) has joined the LPL Financial broker-dealer platform and will provide fee-based advisory services through Independent Advisor Alliance (IAA), an independent registered investment advisor (RIA) group on LPL's hybrid RIA platform. CWA reported that, as of March 31, 2016, it served approximately $200 million of commission- and fee-based client assets*.
LPLA: 29.85 (+0.46)
Stifel Financial's Shareholders Favor Criticized Stock Plan
Zacks Equity Research - Zacks Investment Research - Tue Jun 21, 7:58AM CDT
Shareholders of Stifel Financial Corp. (SF) approved changes to the company's equity incentive plan which had drawn criticism from a major proxy advisory firm, Institutional Shareholder Services (ISS)
SF: 38.92 (+0.23), NWBI: 15.56 (+0.09), FBP: 5.00 (+0.17), LPLA: 29.85 (+0.46)
Why Bank of Montreal (BMO) Stock is Upgraded to Strong Buy
Zacks Equity Research - Zacks Investment Research - Tue Jun 21, 7:16AM CDT
Bank of Montreal has been witnessing rising earnings estimates driven by announcement of an acquisition as well as strong fiscal second quarter 2016 (ended Apr 30) results.
BMO: 67.06 (+0.54), LPLA: 29.85 (+0.46), STBZ: 23.04 (+0.15), OCFC: 19.78 (+0.06)
Mountain America Credit Union's Chad Waddoups Recognized by Bank Investment Consultant for Three Years Running
Marketwire Canada - Mon Jun 20, 12:57PM CDT
WEST JORDAN, UT--(Marketwired - June 20, 2016) - Mountain America Credit Union's Chad Waddoups was selected for the 2016 Top 20 Program Managers list by Bank Investment Consultant, a leading financial services industry magazine. Waddoups is currently the vice president of wealth management for Mountain America. Mountain America contracts with LPL Financial Services, Inc., one of the nation's leading diversified service companies and the largest independent broker-dealer, to offer investment services.
LPLA: 29.85 (+0.46)
