Deals & Moves: Creative Planning, Merit Stay Active in 2026 [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
This week, we surveyed a few dealmakers in the wealth management space to gauge activity in 2026 . The verdict: we're down slightly compared to 2025, but all signs point to another deal frenzy as the year goes on. It's true that, as far as RIA dealmaking goes, things may have been a bit tepid this week. Even so, we reported on one breakaway move by a $6 billion, 13-person team joining NewEdge Advisors' RIA partnership platform from UBS Financial Services. We also wrote about a unique minority investment deal by Joe Duran's Rise Growth in Cyndeo Wealth Partners , a $3.1 billion RIA in the Dynasty Financial Partners network. Dynasty, which also owned a minority stake in Cyndeo, rolled over its investment as part of the setup. Below are a few more pertinent deals to round out this “slow” week. Creative Planning Pens Second Deal of Year with $660M Seattle-based RIA Creative Planning, the Overland Park, Kan.-based firm managing about $700 billion in client assets, has acquired Du
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LPLA
News
- LPL Welcomes Gibson Financial Group to Linsco [Yahoo! Finance]Yahoo! Finance
- Bob Oros Joins PPB Capital Partners in Newly Created Role of President [TheStreet.com]TheStreet.com
- LPL Welcomes Gibson Financial Group to LinscoGlobeNewswire
- Why LPL Financial (LPLA) Stock Is Trading Up Today [Yahoo! Finance]Yahoo! Finance
- Scott Bessent Rejects Oil Markets Intervention As 'Rumor,' Points To Russian Sanctions Waiver As Short-Term Fix [Yahoo! Finance]Yahoo! Finance
LPLA
Earnings
- 1/29/26 - Beat
LPLA
Sec Filings
- 3/19/26 - Form PRE
- 3/11/26 - Form 4
- 3/10/26 - Form 144
- LPLA's page on the SEC website