The Algorithmic Alpha: How AI Disruptors are Eroding the Foundations of Traditional Wealth ManagementThe wealth management industry faced a brutal reckoning this week as a wave of selling wiped billions in market capitalization from traditional financial institutions. On February 10, 2026, a sector-wide sell-off was triggered by fears that the long-promised "AI disruption" has finally moved from theoretical efficiency gains to a direct,
The AI Reckoning: A Deep-Dive into LPL Financial (LPLA) Amidst a New Technological FrontierOn February 10, 2026, the wealth management industry faced a "Sputnik moment" that sent ripples through the financial markets. LPL Financial Holdings (
NASDAQ: LPLA), the largest independent broker-dealer in the United States, saw its stock price plunge by 8.3%, with intraday lows reaching a staggering 11% decline. The catalyst was not a missed earnings report [...]
Why LPL Financial (LPLA) Shares Are Trading Lower TodayShares of independent financial services firm LPL Financial (
NASDAQ:LPLA) fell 9.8% in the afternoon session after fears of industry disruption grew as wealth management startup Altruist introduced AI-enabled tax planning features, sparking a selloff in U.S. brokerage stocks.
5 Must-Read Analyst Questions From LPL Financial’s Q4 Earnings CallLPL Financial’s fourth quarter saw revenue and adjusted earnings per share surpass Wall Street expectations, yet the market reacted negatively following the announcement. Management attributed the quarter’s performance to continued organic asset growth, the onboarding of newly acquired businesses like Commonwealth Financial Network, and the successful integration of Atria Wealth Solutions. CEO Rich Steinmeier highlighted that net new asset flows and strong adviser retention rates were key contributors, while President and CFO Matt Audette emphasized expense discipline and progress in driving operating leverage.
2 of Wall Street’s Favorite Stocks on Our Watchlist and 1 Facing HeadwindsThe stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%.
But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.
LPL Financial Welcomes Wealth InnovationsSAN 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.
LPLA Q4 Deep Dive: Integration Progress and Recruiting Priorities Shape OutlookIndependent financial services firm LPL Financial (
NASDAQ:LPLA) announced better-than-expected revenue in Q4 CY2025, with sales up 40.4% year on year to $4.93 billion. Its non-GAAP profit of $5.23 per share was 6.8% above analysts’ consensus estimates.
LPL Financial (NASDAQ:LPLA) Surprises With Q4 CY2025 SalesIndependent financial services firm LPL Financial (
NASDAQ:LPLA) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 40.4% year on year to $4.93 billion. Its non-GAAP profit of $5.23 per share was 6.8% above analysts’ consensus estimates.
LPL Financial (LPLA) Reports Q4: Everything You Need To Know Ahead Of EarningsIndependent financial services firm LPL Financial (
NASDAQ:LPLA) will be reporting earnings this Thursday after market hours. Here’s what investors should know.
The Labor Market’s Great Slowdown: High Stakes for the Federal Reserve as February Jobs Report LoomsAs the Federal Reserve convenes this week for its January 27–28 policy meeting, the financial world is looking past the central bank’s expected "hold" decision toward a critical data point: the February nonfarm payrolls report. Scheduled for release on February 6, 2026, this report is anticipated to reveal
LPL Welcomes Moto Wealth Partners to LinscoSAN DIEGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that wealth advisors Breanne Bovara, CPWA®, and Derrick Petry, CFA®, have joined Linsco by LPL Financial to launch Moto Wealth Partners. They reported serving approximately $2 billion for their prior firm in advisory, brokerage and retirement plan assets* and join LPL from Fifth Third Private Bank.
LPL and Private Advisor Group Welcome Wilson Peak Wealth ManagementSAN DIEGO, Jan. 22, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jeffrey J. Wilson, CFP®, and Michael Sadowski, CFP®, of Wilson Peak Wealth Management Inc. have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform and will be leveraging Private Advisor Group’s infrastructure for the next stage of their growth. They reported serving approximately $150 million in advisory, brokerage and retirement plan assets* and join LPL from Wells Fargo Advisors.
LPL Financial Welcomes Oak Bridge Financial, LLCSAN DIEGO, Jan. 14, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Oak Bridge Financial, LLC have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $230 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise.
Wealth Management Leaders Suzanne Elovic and Mike Murphy Join LPL Financial to Strengthen Advisor and Client ServiceSAN DIEGO, Jan. 13, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced the appointments of Suzanne Elovic as executive vice president, head of supervision, and Mike Murphy as executive vice president, head of service. Both leaders will be based in the firm’s New York office, reporting to John O’Neill, executive vice president and head of Service & Supervision.
LPL Financial Appoints Ilan Davidovici as Executive Vice President, Corporate StrategySAN 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.
LPL Financial Announces Fourth Quarter and Full Year 2025 Earnings Release Date and Conference CallSAN 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.
Somesh Khanna Elected to LPL Financial Board of DirectorsSAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA), a leading wealth management firm, today announced that Somesh Khanna has been elected to the company’s board of directors as an independent director.
LPL Financial Welcomes Rand, Williams & Associates, LLCSAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Spencer W. Rand, CFP® and Michael J. Williams, CFP® of Rand, Williams & Associates, LLC have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $260 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.
