StreetInsider.com News Articles

LPL Welcomes John and Brian Bizjack to Ascendus Financial Advisors

Tue, 21 Jul 2026 09:00:00 -0400

SAN DIEGO, July 21, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors John Bizjack and Brian Bizjack have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform, aligned with Ascendus Financial Advisors, an existing firm supporting LPL-affiliated advisors. They reported serving approximately $145 million in advisory, brokerage and retirement plan assets* and join LPL from Morgan Stanley.

Based in Tulsa, Okla., they operate a family-owned practice, with brothers John and Brian continuing in the path of their father Paul, who served as a financial advisor for 40 years.

LPL Welcomes John and Brian Bizjack to Ascendus Financial Advisors

Tue, 21 Jul 2026 09:00:00 -0400

Based in Tulsa, Okla., they operate a family-owned practice, with brothers John and Brian continuing in the path of their father Paul, who served as a financial advisor for 40 years.

LPL Financial Welcomes Advisor Alan Feutz

Thu, 16 Jul 2026 08:55:00 -0400

SAN DIEGO, July 16, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Alan Feutz, CFP®, has joined Genesis Wealth, an LPL-aligned wealth management firm, through LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. Feutz reported serving approximately $725 million in advisory, brokerage and retirement plan assets* and joins from J.P. Morgan.

Based outside of Chicago in Deerfield, Ill., Feutz brings more than two decades of industry experience and works primarily with individuals and families who are approaching or living in retirement. His practice emphasizes comprehensive wealth management,

LPL Financial Welcomes Advisor Alan Feutz

Thu, 16 Jul 2026 08:55:00 -0400

LPL Financial Welcomes Buell Wealth Management

Wed, 15 Jul 2026 08:55:00 -0400

SAN DIEGO, July 15, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Buell Wealth Management have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $370 million in advisory, brokerage and retirement plan assets* and joins from Buell Securities Corporation.

Based in Glastonbury, Conn., Buell Wealth Management is led by Chief Executive Officer Chris Berris, who has more than 40 years of industry experience and has served in his leadership role since 1997. His former advisory practice, Buell Securities Corporation, had deep roots

LPL Financial Welcomes Buell Wealth Management

Wed, 15 Jul 2026 08:55:00 -0400

LPL Financial Welcomes HighWater Wealth to Quotient Advisor Partners

Tue, 14 Jul 2026 08:55:00 -0400

SAN DIEGO, July 14, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of HighWater Wealth have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform, aligned with Quotient Advisor Partners, an existing firm supporting LPL-affiliated advisors. The team reported serving approximately $2.4 billion in advisory assets* and joins LPL from U.S. Bank.

Based in San Diego, HighWater Wealth provides multi-generational office services for high-net-worth individuals and families. The team consists of Kristian Forster, Mike Rookus, Falko Hörnicke, CFA®, CFP®, Tim Davidson, CFA®, and Brian Rissman.

LPL Financial Welcomes HighWater Wealth to Quotient Advisor Partners

Tue, 14 Jul 2026 08:55:00 -0400

LPL Financial Holdings (LPLA) PT Raised to $408 at JPMorgan

Mon, 13 Jul 2026 08:47:20 -0400

JPMorgan analyst Michael Cho raised the price target on LPL Financial Holdings (NASDAQ: LPLA) to $408.00 (from $390.00) while maintaining a Overweight rating.

LPL Financial Holdings (LPLA) PT Raised to $387 at Morgan Stanley

Fri, 10 Jul 2026 08:09:54 -0400

Morgan Stanley analyst Michael Cyprys raised the price target on LPL Financial Holdings (NASDAQ: LPLA) to $387.00 (from $374.00) while maintaining a Overweight rating.

LPL Financial Announces Second Quarter 2026 Earnings Release Date and Conference Call

Thu, 09 Jul 2026 16:05:00 -0400

SAN DIEGO, July 09, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report second quarter financial results after the market closes on Thursday, July 30. 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.

Contacts

Investor Relations
investor.relations@lplfinancial.com

Media Relations
media.relations@lplfinancial.com

About

LPL Financial Announces Second Quarter 2026 Earnings Release Date and Conference Call

Thu, 09 Jul 2026 16:05:00 -0400

SAN DIEGO, July 09, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report second quarter financial results after the market closes on Thursday, July 30. 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.

Contacts

Investor Relations
investor.relations@lplfinancial.com

Media Relations
media.relations@lplfinancial.com

About

LPL Financial and Commonwealth Recognized as Top-Ranked Firms for Independent Advisor Satisfaction

Thu, 09 Jul 2026 08:15:00 -0400

Commonwealth Earns 13th Consecutive #1 Ranking
SAN DIEGO, July 09, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) today announced that its firms earned the #1 and #2 rankings in the JD Power 2026 U.S. Financial Advisor Satisfaction Study in the category of “Independent Advisor Satisfaction Among Financial Investment Firms.” Commonwealth Financial Network, acquired by LPL in 2025, secured its 13th consecutive #1 ranking, while LPL Financial LLC rose to #2 overall.

The results reflect a system intentionally built around advisor success — one that combines Commonwealth’s long-standing model of deeply personalized service with

LPL Financial and Commonwealth Recognized as Top-Ranked Firms for Independent Advisor Satisfaction

Thu, 09 Jul 2026 08:15:00 -0400

Commonwealth Earns 13th Consecutive #1 Ranking
SAN DIEGO, July 09, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) today announced that its firms earned the #1 and #2 rankings in the JD Power 2026 U.S. Financial Advisor Satisfaction Study in the category of “Independent Advisor Satisfaction Among Financial Investment Firms.” Commonwealth Financial Network, acquired by LPL in 2025, secured its 13th consecutive #1 ranking, while LPL Financial LLC rose to #2 overall.

The results reflect a system intentionally built around advisor success — one that combines Commonwealth’s long-standing model of deeply personalized service with

LPL Financial and Commonwealth Recognized as Top-Ranked Firms for Independent Advisor Satisfaction

Thu, 09 Jul 2026 08:15:00 -0400

Commonwealth Earns 13th Consecutive #1 Ranking
SAN DIEGO, July 09, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) today announced that its firms earned the #1 and #2 rankings in the JD Power 2026 U.S. Financial Advisor Satisfaction Study in the category of “Independent Advisor Satisfaction Among Financial Investment Firms.” Commonwealth Financial Network, acquired by LPL in 2025, secured its 13th consecutive #1 ranking, while LPL Financial LLC rose to #2 overall.

The results reflect a system intentionally built around advisor success — one that combines Commonwealth’s long-standing model of deeply personalized service with

LPL Financial and Commonwealth Recognized as Top-Ranked Firms for Independent Advisor Satisfaction

Thu, 09 Jul 2026 08:15:00 -0400

Commonwealth Earns 13th Consecutive #1 Ranking
SAN DIEGO, July 09, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) today announced that its firms earned the #1 and #2 rankings in the JD Power 2026 U.S. Financial Advisor Satisfaction Study in the category of “Independent Advisor Satisfaction Among Financial Investment Firms.” Commonwealth Financial Network, acquired by LPL in 2025, secured its 13th consecutive #1 ranking, while LPL Financial LLC rose to #2 overall.

The results reflect a system intentionally built around advisor success — one that combines Commonwealth’s long-standing model of deeply personalized service with

LPL Financial Holdings (LPLA) PT Lowered to $394 at Barclays

Thu, 09 Jul 2026 05:00:21 -0400
Barclays analyst Benjamin Budish lowered the price target on LPL Financial Holdings (NASDAQ: LPLA) to $394.00 (from $412.00) while maintaining a Overweight rating.

LPL Financial Holdings (LPLA) PT Lowered to $391 at UBS

Wed, 08 Jul 2026 09:14:15 -0400
UBS analyst Mike Brown lowered the price target on LPL Financial Holdings (NASDAQ: LPLA) to $391.00 (from $395.00) while maintaining a Buy rating.

Cypress Point Wealth Partners Joins LPL’s Independent Advisor Network

Wed, 08 Jul 2026 08:55:00 -0400

SAN DIEGO, July 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Brian Lubel, CFP®, CLU®, ChFC®, has affiliated with LPL Financial’s supported independence model, LPL Independent Advisor Network, to support his existing independent practice, Cypress Point Wealth Partners. He reported serving approximately $175 million in advisory, brokerage and retirement plan assets* and joins LPL from MML Investors Services, a subsidiary of MassMutual.

Based outside Orlando, Fla., Lubel founded Cypress Point Wealth Partners to deliver planning-focused, relationship-driven financial guidance. With a client base that includes

Cypress Point Wealth Partners Joins LPL’s Independent Advisor Network

Wed, 08 Jul 2026 08:55:00 -0400

SAN DIEGO, July 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Brian Lubel, CFP®, CLU®, ChFC®, has affiliated with LPL Financial’s supported independence model, LPL Independent Advisor Network, to support his existing independent practice, Cypress Point Wealth Partners. He reported serving approximately $175 million in advisory, brokerage and retirement plan assets* and joins LPL from MML Investors Services, a subsidiary of MassMutual.

Based outside Orlando, Fla., Lubel founded Cypress Point Wealth Partners to deliver planning-focused, relationship-driven financial guidance. With a client base that includes

LPL Financial Holdings (LPLA) PT Raised to $330 at TD Cowen

Wed, 08 Jul 2026 08:18:15 -0400
TD Cowen analyst Bill Katz raised the price target on LPL Financial Holdings (NASDAQ: LPLA) to $330.00 (from $326.00) while maintaining a rating.

LPL Research Team Releases Midyear Outlook 2026: Policy-Driven Markets, AI Evolution and the Case for Balance

Tue, 07 Jul 2026 09:00:00 -0400

SAN DIEGO, July 07, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC today released its Midyear Outlook 2026: Policy, Buildouts and Bottlenecks. Setting the tone for the second half of the year, the report provides a comprehensive analysis of the economic and market environment and outlines key considerations for investors navigating an increasingly policy-driven and complex landscape.

The Midyear Outlook underscores how markets are being shaped by the interaction of policy decisions, geopolitical developments and the ongoing evolution of artificial intelligence (AI). As the year progresses, the report highlights how resilient corporate

LPL Research Team Releases Midyear Outlook 2026: Policy-Driven Markets, AI Evolution and the Case for Balance

Tue, 07 Jul 2026 09:00:00 -0400

SAN DIEGO, July 07, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC today released its Midyear Outlook 2026: Policy, Buildouts and Bottlenecks. Setting the tone for the second half of the year, the report provides a comprehensive analysis of the economic and market environment and outlines key considerations for investors navigating an increasingly policy-driven and complex landscape.

The Midyear Outlook underscores how markets are being shaped by the interaction of policy decisions, geopolitical developments and the ongoing evolution of artificial intelligence (AI). As the year progresses, the report highlights how resilient corporate

LPL Financial Welcomes Advisor David Logsdon

Tue, 07 Jul 2026 08:55:00 -0400

SAN DIEGO, July 07, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that David Logsdon has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Logsdon reported serving approximately $380 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors.

Based in the Sun Valley, Idaho area, Logsdon is the founder of Summit Ridge Financial Advisors and brings 30 years of industry experience serving individuals, families, nonprofit organizations and small businesses across the country. Throughout his career, he has built his business on the belief that financial advice

LPL Financial Welcomes Advisor David Logsdon

Tue, 07 Jul 2026 08:55:00 -0400

SAN DIEGO, July 07, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that David Logsdon has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Logsdon reported serving approximately $380 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors.

Based in the Sun Valley, Idaho area, Logsdon is the founder of Summit Ridge Financial Advisors and brings 30 years of industry experience serving individuals, families, nonprofit organizations and small businesses across the country. Throughout his career, he has built his business on the belief that financial advice