LPL Financial's Focus 2025 conference in San Diego gathers 10,000+ industry professionals for insights, engagement, and networking.
Quiver AI Summary
LPL Financial LLC launched its annual conference, Focus 2025, in San Diego, gathering over 10,000 financial professionals and industry leaders, marking the largest in-person event in its history. The three-day conference focuses on enhancing financial advisors' success through curated content, strategic insights, and immersive experiences, embodying the theme "What If You Could?" which encourages advisors to explore the potential within their practices. LPL CEO Rich Steinmeier emphasized the firm’s role in driving the transformation of wealth management, while Chief Client Officer Matt Enyedi highlighted the importance of service and honored first responders and veterans. The agenda includes over 220 breakout sessions and keynote speeches from influential figures, including Paralympian Melissa Stockwell. Focus 2025 aims to foster peer connections, exchange insights, and collectively shape the future of wealth management.
Potential Positives
- LPL Financial's Focus 2025 conference attracted over 10,000 financial professionals, marking the largest in-person gathering in the company's history, which highlights its strong position in the market.
- The conference features over 220 breakout sessions and 130 partners, demonstrating LPL's commitment to providing extensive educational opportunities and resources for its advisors.
- Keynote speaker Melissa Stockwell, a notable war hero and Paralympian, inspires attendees, enhancing the company's brand image and connection to personal stories of resilience.
- The event emphasizes LPL's role as a leader in driving the transformation of wealth management, aligning the company's goals with advisor success and community impact.
Potential Negatives
- Despite the event celebrating the company's growth and success, the release does not address any potential challenges or criticisms faced by LPL Financial, possibly indicating a lack of transparency.
- The emphasis on significant growth and the scale of the event may heighten scrutiny from stakeholders regarding how effectively the company can manage such expansion and maintain service quality.
- The announcement of the event and its theme, while positive, might suggest a need for the company to continuously innovate amid increasing competition in the wealth management sector, raising concerns about their long-term strategic positioning.
FAQ
What is the Focus 2025 conference?
Focus 2025 is LPL Financial's annual flagship conference for financial professionals, featuring strategic insights and immersive experiences to enhance advisor success.
How many attendees are expected at Focus 2025?
The conference is welcoming over 10,000 financial professionals and industry leaders, making it the largest in-person gathering in LPL history.
Who is the keynote speaker for Focus 2025?
The keynote speaker is Melissa Stockwell, an American war hero and four-time Paralympian, who shares her inspiring journey of perseverance.
What sessions are available at Focus 2025?
The agenda includes over 220 breakout sessions and an expo hall with more than 130 partners for advisor engagement and learning.
What is LPL Financial's main goal?
LPL Financial aims to drive success for advisors by transforming wealth management and enhancing the advisor experience across America.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$LPLA Congressional Stock Trading
Members of Congress have traded $LPLA stock 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $LPLA stock by members of Congress over the last 6 months:
- SENATOR MARKWAYNE MULLIN has traded it 2 times. They made 2 purchases worth up to $150,000 on 05/13, 02/13 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$LPLA Insider Trading Activity
$LPLA insiders have traded $LPLA stock on the open market 32 times in the past 6 months. Of those trades, 0 have been purchases and 32 have been sales.
Here’s a breakdown of recent trading of $LPLA stock by insiders over the last 6 months:
- MATTHEW ENYEDI (Managing Director) sold 5,154 shares for an estimated $1,903,526
- GREG GATES (Group Managing Director) has made 0 purchases and 26 sales selling 4,500 shares for an estimated $1,703,321.
- MATTHEW J AUDETTE (President and CFO) sold 4,588 shares for an estimated $1,652,001
- RICHARD STEINMEIER (Chief Executive Officer) sold 3,500 shares for an estimated $1,308,265
- MARC ELIOT COHEN (Managing Director) sold 1,100 shares for an estimated $402,435
- ANERI JAMBUSARIA (Group Managing Director) has made 0 purchases and 2 sales selling 160 shares for an estimated $55,668.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$LPLA Hedge Fund Activity
We have seen 455 institutional investors add shares of $LPLA stock to their portfolio, and 315 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WINSLOW CAPITAL MANAGEMENT, LLC added 1,457,701 shares (+inf%) to their portfolio in Q1 2025, for an estimated $476,872,305
- DODGE & COX added 1,053,351 shares (+224.1%) to their portfolio in Q1 2025, for an estimated $344,593,246
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added 926,122 shares (+61.1%) to their portfolio in Q2 2025, for an estimated $347,267,966
- MILLENNIUM MANAGEMENT LLC removed 773,101 shares (-86.0%) from their portfolio in Q1 2025, for an estimated $252,912,261
- CLARKSTON CAPITAL PARTNERS, LLC added 674,227 shares (+inf%) to their portfolio in Q1 2025, for an estimated $220,566,620
- ALLIANCEBERNSTEIN L.P. added 642,503 shares (+550.5%) to their portfolio in Q1 2025, for an estimated $210,188,431
- EGERTON CAPITAL (UK) LLP added 613,555 shares (+238.1%) to their portfolio in Q1 2025, for an estimated $200,718,382
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$LPLA Analyst Ratings
Wall Street analysts have issued reports on $LPLA in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 07/15/2025
- Wells Fargo issued a "Overweight" rating on 07/11/2025
- Barclays issued a "Overweight" rating on 07/10/2025
- Redburn Atlantic issued a "Buy" rating on 06/09/2025
- JMP Securities issued a "Market Outperform" rating on 05/09/2025
To track analyst ratings and price targets for $LPLA, check out Quiver Quantitative's $LPLA forecast page.
$LPLA Price Targets
Multiple analysts have issued price targets for $LPLA recently. We have seen 8 analysts offer price targets for $LPLA in the last 6 months, with a median target of $437.5.
Here are some recent targets:
- Kyle Voigt from Keefe, Bruyette & Woods set a target price of $435.0 on 08/04/2025
- Benjamin Budish from Barclays set a target price of $463.0 on 08/01/2025
- Michael Cyprys from Morgan Stanley set a target price of $490.0 on 07/15/2025
- Michael Brown from Wells Fargo set a target price of $420.0 on 07/11/2025
- Bill Katz from TD Cowen set a target price of $403.0 on 07/09/2025
- Charles Bendit from Redburn Atlantic set a target price of $460.0 on 06/09/2025
- Christopher Allen from Citigroup set a target price of $400.0 on 06/09/2025
Full Release
SAN DIEGO, Aug. 11, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC , a leading wealth management firm, last night opened its annual flagship conference, Focus 2025, welcoming more than 10,000 financial professionals and industry leaders to the San Diego Convention Center. The three-day event marks the largest in-person gathering in LPL history, offering curated content, strategic insights and immersive experiences designed to elevate financial advisor success.
Addressing the audience of advisors this morning, LPL CEO Rich Steinmeier said, “Our responsibility is to be a catalyst in driving your success. We are doing this by leading from the front, driving the transformation of wealth management and setting a new pace for the industry. By elevating your experience, expanding our capabilities, and building a brand and culture that reflect our shared purpose, we’re helping you make a life-changing impact in communities across America.”
This year’s theme, “What If You Could?,” invites advisors to reimagine the boundless potential within their practices and the benefits they bring to their clients. The agenda features over 220 breakout sessions, an expo hall with more than 130 partners, as well as keynote appearances from industry leaders and cultural icons. In addition to hosting LPL advisors from 1,500 cities and all 50 states, the company welcomed advisors from Commonwealth Financial Network, a new subsidiary of LPL Financial Holdings.
Last night, Chief Client Officer Matt Enyedi kicked off the conference by highlighting the value of service, honoring attendees who are first responders and veterans. Keynote speaker, American war hero and four-time Paralympian Melissa Stockwell shared her journey of perseverance and patriotism, inspiring countless advisors in their personal and professional journeys.
“We define our success through the success of our advisors,” said Enyedi in his opening address. “Focus is where we elevate the profession, share insights and build the future of wealth management, together.” Focus 2025 continues today with hundreds of breakout sessions and opportunities for advisor engagement, peer connection and shared inspiration.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com .
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment adviser and broker-dealer. Member FINRA/SIPC.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the “ Investor Relations ” or “ Press Releases ” section of our website.
Media Contact:
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Tracking #: 781292