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Zacks News
Schwab's (SCHW) Q4 Earnings Top Estimates, Revenues Down Y/Y
by Zacks Equity Research
Robust asset management performance and no fee waivers support Schwab's (SCHW) Q4 earnings despite weakness in trading and net interest income.
Interactive Brokers (IBKR) Reports Increase in December DARTs
by Zacks Equity Research
Interactive Brokers (IBKR) witnesses an increase in total client DARTs in December.
Franklin (BEN) Closes Putnam Acquisition, Adds $142B in AUM
by Zacks Equity Research
Franklin (BEN) closes the acquisition of Putnam from Great-West. The transaction accelerates BEN's growth in the retirement space and adds around $142 billion in AUM.
LPL Financial (LPLA) to Settle FINRA Claims, Agrees to Pay $6M
by Zacks Equity Research
LPL Financial (LPLA) agrees to pay more than $6 million in penalties to settle FINRA claims on securities violations.
SEI Investments (SEIC) Buys Altigo, Seeks Growth in Alternatives
by Zacks Equity Research
SEI Investments (SEIC) acquires cloud-based technology platform Altigo in an effort to expand its opportunity in the alternative investments space.
LPL Financial (LPLA) Takes Stake in Independent Advisor Alliance
by Zacks Equity Research
LPL Financial (LPLA) takes a minority stake in Independent Advisor Alliance, a hybrid registered investment advisory and office of supervisory jurisdiction.
LPL Financial's (LPLA) November Metrics Rise on Upbeat Markets
by Zacks Equity Research
LPL Financial (LPLA) witnesses solid growth in total brokerage and advisory assets in November, driven by solid market performance.
Schwab (SCHW) Gains 7% as Net New Assets Rise Sequentially
by Zacks Equity Research
Schwab (SCHW) witnesses a robust improvement in net new assets balance on a sequential basis in November 2023.
New Strong Sell Stocks for December 13th
by Zacks Equity Research
LPLA, GES and WGO have been added to the Zacks Rank #5 (Strong Sell) List on December 13, 2023.
New Strong Sell Stocks for December 8th
by Zacks Equity Research
TRX, SCCO and LPLA have been added to the Zacks Rank #5 (Strong Sell) List on December 8, 2023.
Interactive Brokers (IBKR) Records Decline in November DARTs
by Zacks Equity Research
Interactive Brokers (IBKR) records a 2% sequential and 3% y/y decline in client DARTs in November 2023.
LPL Financial (LPLA) Records Sequential Fall in October Metrics
by Zacks Equity Research
LPL Financial (LPLA) records total brokerage and advisory assets of $1.22 trillion in October 2023, declining 1.5% from the prior month.
LPL Financial (LPLA) Launches New Advisor Affiliation Model
by Zacks Equity Research
LPL Financial (LPLA) launches LPL Private Wealth Management, a new affiliation model for advisors focused on serving high-net-worth clients.
Schwab's (SCHW) Net New Assets Fall Amid TDA Client Attrition
by Zacks Equity Research
Given the TDA client attrition, Schwab (SCHW) witnesses a decline in core net new assets balance in October.
LPL Financial (LPLA) Q3 Earnings Beat on Higher Revenues
by Zacks Equity Research
LPL Financial (LPLA) records a rise in revenues and expenses in the third quarter of 2023.
LPL Financial Holdings Inc. (LPLA) Reports Q3 Earnings: What Key Metrics Have to Say
by Zacks Equity Research
The headline numbers for LPL Financial Holdings Inc. (LPLA) give insight into how the company performed in the quarter ended September 2023, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
LPL Financial Holdings Inc. (LPLA) Tops Q3 Earnings and Revenue Estimates
by Zacks Equity Research
LPL Financial Holdings Inc. (LPLA) delivered earnings and revenue surprises of 4.18% and 0.22%, respectively, for the quarter ended September 2023. Do the numbers hold clues to what lies ahead for the stock?
Ares Capital (ARCC) Q3 Earnings Beat as Revenues Improve Y/Y
by Zacks Equity Research
Ares Capital (ARCC) records a rise in revenues and expenses in the third quarter of 2023.
Moody's (MCO) Q3 Earnings & Revenues Top Estimates, Costs Up
by Zacks Equity Research
A decent rise in global bond issuance volume and a solid demand for analytics aid Moody's (MCO) Q3 earnings, while higher expenses act as a spoilsport.
Analysts Estimate Piper Sandler Companies (PIPR) to Report a Decline in Earnings: What to Look Out for
by Zacks Equity Research
Piper Sandler Companies (PIPR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
LPL Financial Holdings Inc. (LPLA) Reports Next Week: Wall Street Expects Earnings Growth
by Zacks Equity Research
LPL Financial Holdings Inc. (LPLA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Interactive Brokers (IBKR) Beats on Q3 Earnings, Stock Slips
by Zacks Equity Research
Robust revenue growth supports Interactive Brokers' (IBKR) Q3 earnings.
Schwab's (SCHW) Q3 Earnings Beat Estimates, Revenues Down
by Zacks Equity Research
Robust asset management business supports Schwab's (SCHW) Q3 earnings amid weakness in trading and net interest income.
Interactive Brokers (IBKR) Records Decline in September DARTs
by Zacks Equity Research
Interactive Brokers (IBKR) witnesses a decline in Daily Average Revenue Trades (DARTs) for September.
LPL Financial's (LPLA) August Metrics Decline on Weak Markets
by Zacks Equity Research
LPL Financial (LPLA) witnesses a decline in total brokerage and advisory assets for August on subdued market performance.