UBS Group

LPL Financial

RBC Expands in Georgia with $430M UBS Team, Osaic and Carson Wealth Also Post Advisor Recruitment Wins

LPL投资

LPL Financial's 15min chart shows RSI overbought, narrowing Bollinger Bands.

Advisor Teams Move Between Wealth Management Firms: LPL Financial and Osaic Trade Teams

Coupang

EVgo

Wall Street Favorites Under Scrutiny: EVgo, Coupang, and LPL Financial

Catalyst<ul> <li>Most analysts rate LPLA Buy or Strong Buy, showing broad institutional optimism.</li> <li>Fund flow trends show positive inflows across all order sizes indicating accumulation interest.</li> <li>Strong cash reserves and revenue relative to market value suggest fundamental strength.</li></ul>Risk<ul> <li>Technical indicators show that the market is in a volatile state and the direction is not clear enough.</li> <li>Analyst ratings show differences in opinion, with at least one firm maintaining a Neutral rating.</li></ul>

Key Factors

LPL Financial welcomed Wealth Innovations, a $200 million asset firm, to its broker-dealer and RIA platform. Tim and Mitch Meyers left LPL Financial to launch Meyers Wealth Management Group with $285 million in client assets. First Horizon announced Eric Teal as Senior Vice President and Chief Investment Officer for First Horizon Wealth Management.

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