LPL Financial: AI Selloff Is Your Opportunity

11:49pm, Sunday, 15'th Feb 2026
LPL Financial, along with the rest of the brokerage sector, sold off sharply last week on AI disruption concerns. A closer look at the fundamentals points to more than a few silver linings for LPL. Cu
Coronation Fund Managers Ltd. increased its stake in LPL Financial Holdings Inc. (NASDAQ: LPLA) by 24.5% in the third quarter, according to the company in its most recent Form 13F filing with the Secu
Illinois Municipal Retirement Fund lifted its position in shares of LPL Financial Holdings Inc. (NASDAQ: LPLA) by 11.8% during the undefined quarter, according to its most recent disclosure with the S
Atria Investments Inc lowered its stake in shares of LPL Financial Holdings Inc. (NASDAQ: LPLA) by 13.7% during the third quarter, according to the company in its most recent disclosure with the Secur
SCHW, LPLA, RJF, JPM and BAC tumble after AI tax tool sparks fears of fee compression and disruption in the wealth management and brokerage sector.
Insight into the Fourth Quarter 2025 13F Filing Barrow, Hanley, Mewhinney and Strauss (Trades, Portfolio) recently submitted their 13F filing for the fourth quar

LPL Financial Welcomes Sound Wealth

08:55am, Thursday, 12'th Feb 2026
SAN DIEGO, Feb. 12, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Curt Pederson and Britt Saylor of Sound Wealth have joined LPL Financial's broker-dealer and Reg

Breakfast News: First SaaS, Now Finance Hit By AI

07:30am, Wednesday, 11'th Feb 2026
AI makes move into tax planning, Shopify and Unity report this morning, and more
Financial services firms tanked after the launch of a new AI-powered tax planning tool that promises to do the work "within minutes." Tech platform Altruist announced the offering within its AI platfo
Envestnet Asset Management Inc. cut its holdings in shares of LPL Financial Holdings Inc. (NASDAQ: LPLA) by 3.7% during the undefined quarter, according to the company in its most recent Form 13F fili

LPL Financial Welcomes Wealth Innovations

08:55am, Tuesday, 03'rd Feb 2026
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 Investm
UMB Bank n.a. lessened its holdings in LPL Financial Holdings Inc. (NASDAQ: LPLA) by 91.2% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission
National Pension Service boosted its holdings in LPL Financial Holdings Inc. (NASDAQ: LPLA) by 1.9% during the undefined quarter, according to its most recent disclosure with the Securities and Exchan
Independent Advisor Alliance raised its position in LPL Financial Holdings Inc. (NASDAQ: LPLA) by 41.5% in the third quarter, according to its most recent Form 13F filing with the SEC. The institution
Mutual of America Capital Management LLC increased its position in shares of LPL Financial Holdings Inc. (NASDAQ: LPLA) by 116.6% in the undefined quarter, according to the company in its most recent
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