InVestra participates in the Fearless Summit 2026, Demonstrating Why Ultra-High-Net-Worth Female Executives Are Abandoning Traditional Advisors for Specialized Wealth Management [Yahoo! Fi...
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: Yahoo! Finance
LONDON, March 05, 2026 (GLOBE NEWSWIRE) -- InVestra founder Erin Eiras will deliver the keynote address at the Fearless Summit 2026, a gathering of wealth management professionals focused on advancing financial advisory practices for underserved client segments. The announcement positions Eiras as a leading voice in the specialized field of ultra-high-net-worth female executive wealth management, a demographic that controls an estimated $30 trillion in investable assets as of 2024, according to McKinsey research. Her firm recently secured third place nationally in long-term care insurance sales through its partnership with LPL Financial, placing the boutique practice ahead of hundreds of larger competitors. The keynote selection reflects growing industry recognition of InVestra's unconventional methods. While traditional wealth managers have struggled to retain female clients, with Merrill Lynch data showing that 70% of widows terminate their deceased spouse's advisor relationship
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LPLA
Earnings
- 1/29/26 - Beat
LPLA
Sec Filings
- 3/4/26 - Form 4
- 3/2/26 - Form 144
- 2/27/26 - Form 4
- LPLA's page on the SEC website