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Earnings Call Summary | LPL Financial(LPLA.US) Q1 2024 Earnings Conference

Earnings Call Summary | LPL Financial(LPLA.US) Q1 2024 Earnings Conference

業績電話會議摘要 | LPL Financial (LPLA.US) 2024 年第一季度業績會議
富途資訊 ·  05/01 18:57  · 電話會議

The following is a summary of the LPL Financial Holdings Inc. (LPLA) Q1 2024 Earnings Call Transcript:

以下是LPL金融控股公司(LPLA)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • LPL Financial reported Q1 total assets of $1.4 trillion, an increase due to solid organic growth and higher equity markets.

  • First quarter organic net new assets were $17 billion, representing 5% annualized growth.

  • The recruited assets were reported at a quarterly record of $20 billion, excluding periods of onboarding large institutions.

  • The Adjusted EPS for the first quarter was $4.21.

  • LPL Financial報告稱,第一季度總資產爲1.4萬億美元,這一增長歸因於穩健的有機增長和股市的上漲。

  • 第一季度有機淨新資產爲170億美元,年化增長5%。

  • 據報道,招募的資產創下了創紀錄的200億美元季度紀錄,其中不包括大型機構的入職期。

  • 第一季度調整後的每股收益爲4.21美元。

Business Progress:

業務進展:

  • LPL Financial is implementing strategies of horizontal expansion and vertical integration to build market leadership.

  • The company signed an external deal for their Liquidity and Succession solution, and has plans to acquire Atria Wealth Solutions in the second half of the year.

  • LPL Financial is prepared to onboard the retail wealth management business of Prudential Financial and Wintrust Financial, adding approximately $66 billion of brokerage and advisory assets by early 2025.

  • They have closed their first deal in Q1 for advisors not on the LPL platform and have a robust pipeline building up.

  • LPL also plans on launching two applications for integrating their platform's product manufacturers and the LPL suite into a single experience.

  • LPL Financial正在實施橫向擴張和縱向整合戰略,以建立市場領導地位。

  • 該公司簽署了流動性和繼承解決方案的外部協議,並計劃在下半年收購Atria Wealth Solutions。

  • LPL Financial準備加入保誠金融和Wintrust Financial的零售财富管理業務,到2025年初增加約660億美元的經紀和諮詢資產。

  • 他們已經在第一季度完成了針對不在LPL平台上的顧問的第一筆交易,並且正在建立穩健的渠道。

  • LPL還計劃推出兩個應用程序,將其平台的產品製造商和LPL套件集成到單一體驗中。

More details: LPL Financial IR

更多詳情: LPL 金融投資者關係

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:欲了解更多詳情,請訪問投資者關係網站。本文僅供投資者參考,不構成任何投資建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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