Should LPL’s Advisory Shift and Simplicity Deal Reshape LPL Financial Holdings’ (LPLA) Long-Term Narrative?

Simply Wall St.02-23

LPL Financial Holdings Inc. recently reported its January 2026 activity, with total advisory and brokerage assets reaching US$2.41 trillion and advisory assets rising to 59.1% of the total, while also...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2613072362?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/7132000-choice1-main-header/1585186724276","is_english":true,"pubTime":"2026-02-23 15:14","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2613072362","market":"nz","top_or_hot":-1,"title":"Should LPL’s Advisory Shift and Simplicity Deal Reshape LPL Financial Holdings’ (LPLA) Long-Term Narrative?","media":"Simply Wall St.","content":"<div>\n<p>LPL Financial Holdings Inc. recently reported its January 2026 activity, with total advisory and brokerage assets reaching US$2.41 trillion and advisory assets rising to 59.1% of the total, while also...</p>\n\n<a href=\"https://simplywall.st/stocks/us/diversified-financials/nasdaq-lpla/lpl-financial-holdings/news/should-lpls-advisory-shift-and-simplicity-deal-reshape-lpl-f\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Should LPL’s Advisory Shift and Simplicity Deal Reshape LPL Financial Holdings’ (LPLA) Long-Term Narrative?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShould LPL’s Advisory Shift and Simplicity Deal Reshape LPL Financial Holdings’ (LPLA) Long-Term Narrative?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-23 15:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/diversified-financials/nasdaq-lpla/lpl-financial-holdings/news/should-lpls-advisory-shift-and-simplicity-deal-reshape-lpl-f><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>LPL Financial Holdings Inc. recently reported its January 2026 activity, with total advisory and brokerage assets reaching US$2.41 trillion and advisory assets rising to 59.1% of the total, while also...</p>\n\n<a href=\"https://simplywall.st/stocks/us/diversified-financials/nasdaq-lpla/lpl-financial-holdings/news/should-lpls-advisory-shift-and-simplicity-deal-reshape-lpl-f\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1804176565.USD","symbol_name":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","start_time":0,"source_url":"https://simplywall.st/stocks/us/diversified-financials/nasdaq-lpla/lpl-financial-holdings/news/should-lpls-advisory-shift-and-simplicity-deal-reshape-lpl-f","article_id":"2613072362","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/7132000-choice1-main-header/1585186724276"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/diversified-financials/nasdaq-lpla/lpl-financial-holdings/news/should-lpls-advisory-shift-and-simplicity-deal-reshape-lpl-f","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2613072362","pubTimestamp":1771830858,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"LPL Financial Holdings Inc. recently reported its January 2026 activity, with total advisory and brokerage assets reaching US$2.41 trillion and advisory assets rising to 59.1% of the total, while also announcing a future agreement under which Simplicity Group will become its preferred Brokerage General Agency and assume LPL Insurance Associates.\nThis combination of growing advisory penetration and an expanded insurance platform through Simplicity Group may further deepen LPL advisors’...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0971096721.USD":"富达环球金融服务 A","BK4561":"索罗斯持仓","BK4023":"应用软件","IE0009354923.USD":"JANUS HENDERSON US VENTURE \"A2\" (USD) ACC","BK4551":"寇图资本持仓","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","BK4148":"电子元件","BK4543":"AI","BK4585":"ETF&股票定投概念","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","BK4127":"投资银行业与经纪业","BK4587":"ChatGPT概念","AI":"C3.ai, Inc.","BK4528":"SaaS概念","LPL":"LG Display Co ADS","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LPLA":"LPL Financial Holdings Inc","BK4588":"碎股","BK4518":"OLED概念","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","AIYY":"YIELDMAX AI OPTION INCOME STRATEGY ETF"},"translate_title":"LPL的咨询转变和Simplicity交易是否应该重塑LPL Financial Holdings(LPLA)的长期叙事？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LPL":1.5,"AI":0.61,"AIYY":0.6,"LPLA":1.5},"content_text":"LPL Financial Holdings Inc. recently reported its January 2026 activity, with total advisory and brokerage assets reaching US$2.41 trillion and advisory assets rising to 59.1% of the total, while also announcing a future agreement under which Simplicity Group will become its preferred Brokerage General Agency and assume LPL Insurance Associates. This combination of growing advisory penetration and an expanded insurance platform through Simplicity Group may further deepen LPL advisors’ ability to deliver integrated protection and wealth solutions. Next, we’ll examine how the Simplicity Group partnership and expanding advisory asset mix could reshape LPL Financial’s longer-term investment narrative. This technology could replace computers: discover 23 stocks that are working to make quantum computing a reality.AdvertisementLPL Financial Holdings Investment Narrative RecapTo own LPL Financial, you need to be comfortable with a business that leans heavily on advisor growth, asset gathering and interest rate-sensitive cash sweep revenues. January’s US$2.41 trillion asset update and the Simplicity Group agreement support the advisory and protection story, but do not materially change the near term sensitivity to interest rates or the execution risk around integrating multiple growth initiatives at once. The Simplicity Group partnership, where Simplicity becomes LPL’s preferred Brokerage General Agency and assumes LPL Insurance Associates, looks most relevant here. It ties directly into the push toward a higher advisory mix and richer protection offerings, which could help LPL deepen wallet share per client even as fee pressure and competition challenge revenue per asset. Yet, against this opportunity, investors should be aware that LPL’s dependence on rate-driven sweep income and ongoing integration efforts could... Read the full narrative on LPL Financial Holdings (it's free!)LPL Financial Holdings' narrative projects $23.0 billion revenue and $1.9 billion earnings by 2028. This requires 18.7% yearly revenue growth and about an $0.8 billion earnings increase from $1.1 billion today.Uncover how LPL Financial Holdings' forecasts yield a $455.00 fair value, a 43% upside to its current price.Exploring Other PerspectivesLPLA 1-Year Stock Price Chart Three members of the Simply Wall St Community see LPL’s fair value between US$415.01 and US$483.69, well above the current share price. You should weigh those expectations against LPL’s exposure to interest rate driven cash sweep revenues and consider how different rate paths could affect the company’s earnings power over time.Explore 3 other fair value estimates on LPL Financial Holdings - why the stock might be worth as much as 52% more than the current price!Decide For YourselfDisagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.A great starting point for your LPL Financial Holdings research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.Our free LPL Financial Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate LPL Financial Holdings' overall financial health at a glance.Seeking Other Investments?Markets shift fast. These stocks won't stay hidden for long. Get the list while it matters:The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 24 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.Invest in the nuclear renaissance through our list of 85 elite nuclear energy infrastructure plays powering the global AI revolution.The latest GPUs need a type of rare earth metal called Dysprosium and there are only 30 companies in the world exploring or producing it. Find the list for free.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2613072362","isCrawlerRequest":true}