Advisor360° Announces AI-Native Wealth Operating System [Yahoo! Finance]
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: Yahoo! Finance
Advisor360°, which has, since its launch in 2019, been thought of largely as an all-in-one wealth management platform for enterprises, including large independent broker/dealers and RIAs, has announced an artificial intelligence-native platform rewrite allowing its deployment to teams or firms of any size. This new AI-native Wealth Operating System, as Advisor360° is calling it, is meant to enable any advisory firm, from a solo practitioner to a large IBD, RIA or insurance broker/dealer to run on a single data foundation and power workflows, which in turn allows for easier integration of their preferred third-party applications, as well as a foundation for use of agentic AI. Built on the company's proprietary Unified Data Fabric, the platform combines CRM, onboarding, trading and model management, compliance and reporting into one integrated operating system. “What we've built is an AI-native architecture,” said Jason Quinn, who serves as both chief financial officer and chief
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LPLA
News
- The labor market's holiday present for America: the highest unemployment in 4 years. It might be ‘noisy' but the jobs just aren't there [Yahoo! Finance]Yahoo! Finance
- LPL Financial Reports Monthly Activity for November 2025GlobeNewswire
- Global selloff in stocks signals AI bubble may be ending in the healthiest way possible [Fortune]Fortune
- Bill Morrissey Exits LPL Financial Following Atria Integration [Yahoo! Finance]Yahoo! Finance
- LPL Financial (NASDAQ:LPLA) was upgraded by analysts at UBS Group AG to a "hold" rating.MarketBeat
LPLA
Earnings
- 10/30/25 - Beat
LPLA
Sec Filings
- 12/11/25 - Form 4
- 12/11/25 - Form 3
- 12/9/25 - Form 4
- LPLA's page on the SEC website