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    Financial Advisors Stocks List

    Symbol Grade Name % Change
    SF B Stifel Financial Corporation 0.04
    SPGI B S&P Global Inc. -0.22
    BR B Broadridge Financial Solutions, Inc. 0.61
    MORN B Morningstar, Inc. 0.65
    UBS B UBS AG 1.07
    AMK B AssetMark Financial Holdings, Inc. 0.15
    LPLA B LPL Financial Holdings Inc. -0.93
    BRO B Brown & Brown, Inc. 0.44
    LNC B Lincoln National Corporation 0.35
    AEG C AEGON N.V. 1.77
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    Related Industries: Asset Management Banks - Global Business Services Capital Markets Insurance - Diversified Insurance - Life Insurance Brokers
    Related Stock Lists: Insurance Disability Investment Bank Financial Adviser Investment Management S&P 500 Annuity Products Brokerage Credit Rating Critical Illness Income Products Institutional Brokerage Insurance Products Investment Banking Life Insurance Retirement Products Retirement Solutions Riversource Technology Solutions Unit Investment Trust

    Related ETFs - A few ETFs which own one or more of the above listed Financial Advisors stocks.

    Symbol Grade Name Weight
    IAI A iShares U.S. Broker-Dealers ETF 19.88
    TMFM B Motley Fool Mid-Cap Growth ETF 13.47
    KCE A SPDR S&P Capital Markets ETF 8.25
    LCG C Sterling Capital Focus Equity ETF 7.64
    NUMG C NuShares ESG Mid-Cap Growth ETF 6.35
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    Compare IAI to TMFM Compare KCE to LCG Compare KCE to NUMG

        Financial Advisors Stocks Recent News

        Date Stock Title
        Jul 3 LPLA LPL Financial Announces Second Quarter 2024 Earnings Release Date and Conference Call
        Jul 3 SPGI Should You Consider Selling S&P Global (SPGI)?
        Jul 3 SPGI Why CrowdStrike Stock Jumped 22% Last Month
        Jul 3 SPGI S&P Dow Jones Indices Reports U.S. Common Indicated Dividend Payments Increase $16.0 Billion in Q2 2024 Driven by Alphabet Initiation
        Jul 3 SPGI Fed, Tech Outlooks Lift Asian Stock Markets
        Jul 2 UBS UBS Previews Rogers' Second Quarter
        Jul 2 UBS UBS Advisor David Schachter Named to the Forbes Best-In-State Wealth Advisors list
        Jul 2 AEG Aegon (AEG) Wraps Up EUR 1.535B Planned Share Repurchase
        Jul 2 UBS UBS Group (UBS) Closes Swiss Arm & Credit Suisse (Schweiz) Merger
        Jul 2 UBS AI is changing banking, UBS executive says
        Jul 2 BRO Brown & Brown: Trading Near Fair Value, Hold But The Upside Is Limited (Technical Analysis)
        Jul 2 SF Stifel Independent Advisors Holds Inaugural Women Owners' Network Event
        Jul 1 LNC Lincoln Financial Group to Report 2024 Second Quarter Results on August 1
        Jul 1 LPLA Father, Daughter Advisors Join Linsco by LPL Financial
        Jul 1 SPGI Mixed Results Dragged S&P Global (SPGI) in Q1
        Jul 1 BR Broadridge Expands Disclosure Capabilities to Help Clients with Complex SEC Filings
        Jul 1 UBS UBS succeeds its merger of UBS Switzerland and Credit Suisse
        Jul 1 BRO Brown & Brown, Inc. announces 2024 second-quarter earnings release and conference call dates
        Jul 1 UBS UBS completes merger of Swiss business with Credit Suisse
        Jul 1 UBS UBS completes merger of UBS Switzerland AG and Credit Suisse (Schweiz) AG
        Related Industries: Asset Management Banks - Global Business Services Capital Markets Insurance - Diversified Insurance - Life Insurance Brokers
        Related Stock Lists: Insurance Disability Investment Bank Financial Adviser Investment Management S&P 500 Annuity Products Brokerage Credit Rating Critical Illness Income Products Institutional Brokerage Insurance Products Investment Banking Life Insurance Retirement Products Retirement Solutions Riversource Technology Solutions Unit Investment Trust
        Financial Advisors

        Financial advisors are professionals who provide advice and guidance on financial matters to individuals, businesses, and other organizations. They help clients make informed decisions about their investments, taxes, retirement planning, estate planning, and other financial matters. Financial advisors may also provide advice on insurance, mortgages, and other financial products.

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