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Fed officials are still talking tough on rates while mortgages hover near 6.95% and auto loans sit close to 9.49%. At the same time, cash parked in short‑duration and money‑market strategies is finally earning something again. That mix can reward investors who understand which stocks gain from higher short‑term yields and tighter credit. This article unpacks that story and walks through 3 stocks exposed to these forces from the U.S. Short‑Duration Cash & Money‑Market Asset Managers...

LPL Financial Holdings (LPLA) has been active on two fronts, reporting August client assets of $2.60b and onboarding advisory teams overseeing about $1b transferred from competitors. Recent moves in client assets and advisor recruiting are playing out against a choppy share price backdrop for LPL Financial Holdings. The stock closed at US$314.36, with the 1-day share price return up 3.83% but the 30-day share price return down 12.74%, while the 90-day share price return is up 16.97%. Over a...

Shares of independent financial services firm LPL Financial (NASDAQ:LPLA) jumped 5.1% in the afternoon session after the company reported that total client assets reached $2.60 trillion at the end of August 2026, up $55.3 billion, or 2.2%, from July. According to the company’s monthly activity release, total organic net new assets were $13.5 billion for the month, a 6.4% annualized growth rate, while client cash balances rose to $54.4 billion. Separately, LPL said financial advisors Jon Burnett,

In recent weeks, LPL Financial reported that two Salt Lake City-area advisory teams managing about US$1.00 billion and a Texas team overseeing roughly US$430.00 million in client assets have joined its platforms, alongside an August 2026 activity update showing total client assets of US$2.60 trillion and higher advisory asset mix. Together, the advisor additions and growing advisory share of assets highlight how LPL Financial is enlarging its platform while deepening its fee-based business...

Detailed price information for The Charles Schwab Corp (SCHW-N) from The Globe and Mail including charting and trades.

LPL Financial Holdings Inc. (NASDAQ:LPLA) is the largest independent broker-dealer in the U.S. The company offers custody, technology, and operational infrastructure to independent financial advisors. On September 22, 2026, the stock fell 7.5% to $307.50, the day’s one of the biggest large-cap drops, and trades at 23% below its 52-week high of $400.16. Two things […]

Meta's latest consumer AI product is sending such big shockwaves through the market that it's even inflaming a long-time rivalry in the brokerage business.

A number of stocks fell in the afternoon session after investors kept bidding the group lower after last week’s Federal Reserve hike. On September 16, the Fed raised the federal funds target range by 25 basis points to 3.75%–4.00%, its first increase since 2023, according to the Federal Reserve’s FOMC statement. The Fed said economic activity and domestic spending remain resilient, but stressed that inflation is still elevated and that the increase is intended to support a return to its 2% infla

Motley Fool Press Release.

SAN DIEGO, Sept. 15, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Bill Wagner, CFP®, RICP®, Scott Sennett and Andrew Kocukov of Horizon Wealth Management Group have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. The team reported serving approximately $385 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors Financial Network. Based in Wichita, Kan., Horizon Wealth Managem

Jambusaria maintains 6,107 direct shares.

A gathering for LGBTQ advisors and allies the day before LPL's flagship Focus conference drew executives, big-name sponsors and a standing-room crowd. So Marci Bair and other organizers are planning a standalone event next spring.

Stirlingshire Investments today announced the appointment of Dan Arnold, former President and Chief Executive Officer of LPL Financial, as Executive Chairman of the Board. Arnold will serve in an active leadership role, working directly with Founder and CEO Steven Woods and the Company's executive team to provide strategic oversight, with a focus on advisor recruitment, operational excellence, strategic partnerships, and the continued scaling of Stirlingshire's growth initiatives.

SAN DIEGO, Sept. 10, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jeneen Slack, CFP®, CDFA®, founder and partner of Northstar Financial Advisors, LLC, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Slack reported serving more than $270 million in client assets* and joins LPL from Raymond James. With nearly 20 years of industry experience, Slack built her practice on a belief that financial advice is most impactful w

LPL Financial Holdings recently saw Sierra Ridge Advisor Group, an office of supervisory jurisdiction with about US$2.10 billion in assets and around 40 advisors, leave for Cetera to support its national expansion plans. At the same time, LPL has been reshaping its leadership and technology capabilities, including appointing Jonathan Lewis as chief technology and information officer under newly titled group managing director Greg Gates, highlighting an intensified focus on product and...

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron Financials ETF”. A letter can be downloaded here. In the quarter ended June 30, 2026, Baron Financials ETF™ (the Fund) increased by 1.82%, underperforming both the MSCI USA Financials Index (up 8.93%) and the FactSet Global FinTech Index (up 6.14%). […]

Advisor Authority today announced it has been selected for a strategic relationship as the newest member of the Vendor Affinity Program by LPL Financial, the nation's largest independent broker-dealer. As part of this relationship, LPL's advisors now have direct access to The Elite Advisor Success System – The Financial Director Operating System™ – through their existing LPL back-office portal, along with dedicated training materials and resources developed specifically for the affinity program.

SAN DIEGO, Aug. 25, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Pat Gilbert and James Gilbert of Preferred Financial Group have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platforms. The team reported serving approximately $230 million in advisory, brokerage and retirement plan assets* and joins LPL from Harbour Investments, Inc. Based in the Battle Creek and Kalamazoo, Mich. areas, Preferred Financial Group serves clients t

Greg Gates assumes new title as Group Managing Director, Chief Product and Technology Officer, reflecting breadth of LPL’s product innovation and tech advancements Jonathan Lewis Jonathan Lewis, Managing Director, Chief Technology and Information Officer at LPL Financial SAN DIEGO, Aug. 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced that Jonathan Lewis has joined the firm as managing director, chief technology and information officer. In this ro

LPL Financial Holdings (LPLA) has drawn renewed attention to its stock after releasing July 2026 monthly activity data, reporting total client assets of US$2.55b and an advisory assets mix of 60.6%. See our latest analysis for LPL Financial Holdings. Set against this July activity update and recent technology and product announcements, LPL Financial Holdings’ 1 month share price return of 8.14% and 3 month gain of 23.88% suggest momentum has been building, even though the year to date share...

Can LPLA sustain strong asset growth and advisory momentum as moderating organic NNA and lower cash balances create uncertainty over future growth?

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...

SAN DIEGO, Aug. 20, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”) today released its monthly activity report for July 2026. Total client assets at the end of July were $2.55 trillion, a decrease of $16.1 billion, or 0.6%, compared to the end of June. Advisory assets as a percentage of total assets increased to 60.6%, up from 55.5% a year ago. Total organic net new assets (“NNA”) for July were $7.4 billion, translating to a 3.5% annualized growth rate. Total

SAN DIEGO, Aug. 20, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Paul McCutchen and Jarod Wesson, AAMS®, of McCutchen Wesson Wealth Advisors, have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $190 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones. The advisors are based in Marion, Ark., which is near Memphis, Tenn. and have over 30 years

SAN DIEGO, Aug. 18, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Chris Stockton, CEPA, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Stockton reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones. Based in Stillwater, Okla., Stockton is the founder of Guidepost Wealth Management and brings seven years of industry experience serving individuals

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%.

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...

The firm concludes its annual client conference, Focus 2026, showcasing how scale and community create an unparalleled value proposition for its network of clients, advisors and partners LPL Focus 2026 LPL Chief Growth Officer Marc Cohen shares updates from the stage at Focus 2026 SAN DIEGO, Aug. 12, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC concluded Focus 2026, the firm’s premier annual conference, by highlighting how its scale, research capabilities and integrated platform help its clients g

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...

SAN DIEGO, Aug. 12, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Matt Roberts, CFS, CAS, and Kent Voges have joined Frontline Investment Advisors, powered by 15 Wealth, affiliating through LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platforms. Frontline Investment Advisors and 15 Wealth are existing firms supporting LPL-aligned advisors. Roberts and Voges reported serving approximately $350 million in advisory, brokerage and retirem

Firm expands wealth management platform, specialized expertise and planning capabilities to help advisors deliver more sophisticated and personalized advice LPL Focus 2026 LPL's Chief Wealth Officer, Aneri Jambusaria, speaks to a crowd of 6,000 clients during General Session SAN DIEGO, Aug. 11, 2026 (GLOBE NEWSWIRE) -- Building on the conference theme of Boundless Potential, LPL Financial leaders continued to highlight how technology-enabled efficiency is creating greater capacity for advisors t

Firm showcases investments in AI, cybersecurity and wealth management solutions designed to help financial professionals thrive in a rapidly evolving industry LPL Focus 2026 LPL CEO Rich Steinmeier delivers the keynote address at Focus 2026 SAN DIEGO, Aug. 10, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC kicked off Focus 2026 yesterday, the firm’s premier annual conference, bringing together thousands of financial advisors, institutional leaders and industry professionals for three days focused on

The Top 5 Analyst Questions From LPL Financial’s Q2 Earnings Call

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%...

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

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