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Equities

Globalization of the world’s financial markets and economy has created increased volatility across financial markets. This has led to a greater number of investors seeking competent and objective investment advice, especially where the equity markets are concerned. LPL Financial helps you deliver the quality advice your clients expect by providing a broad array of information, research and insight on today’s equity markets.

The LPL Financial Research team develops extensive research on equity markets and the underlying sectors and industries that comprise them. We publish our overarching thoughts on equity markets through a number of client-approved publications:

  • Portfolio Compass –  This bi-weekly, client-approved publication details how equities stack up to other investment options and drills down to our views—positive, negative, or neutral—on the different sectors
  • Sector Strategy – Updated quarterly, this publication provides more specific details on each sector covered and is client-approved
  • Tactical Research Ideas – This publication provides advisor-approved one-page snapshots on equity ideas (as well as other areas) which offer insight on timely, actionable investment opportunities that could be interesting and profitable additions to client portfolios

To provide you with individual security information, we have partnered with a variety of different research providers. These providers run the gamut of offering real-time quotes and news to full-scale fundamental and quantitative analyst reports on individual companies to industry, sector, asset class and market strategy commentaries. Each provider has a unique offering and we have put together this line-up to meet all of your individual equity needs.

Argus Research Argus Research is a forward-thinking, leading independent research firm that provides forecasts on the U.S. economy and analysis on hundreds of equities. Argus analysts employ a proprietary six-point system including: industry analysis, growth analysis, financial strength analysis, management assessment, risk analysis and valuation analysis. The analysis includes forecasting and an in-depth understanding of company and industry fundamentals in order to provide forward-looking investment recommendations.
Credit Suisse Credit Suisse equity research utilizes extensive data resources, analytical frameworks, and methodologies that leverage the bank’s global platform. Credit Suisse provides a wide array of coverage, including individual companies, industries, sectors, market and economic strategy.
Ford Equity Research The Ford investment process seeks to evaluate the relative performance potential of stocks by classifying them based on a complementary set of proprietary factors. These factors give valuable insight into operating earnings per share trends, relative valuation, and timeliness.
MarketEdge MarketEdge is technical analysis-based and provides timely and actionable ideas, daily and weekly market commentary, as well as daily stock alerts.
Morningstar Morningstar’s Analyst Research Center gives you instant access to Morningstar’s unbiased research on stocks, funds, ETFs, or IPOs, featuring Morningstar’s analysis, insights, and ratings. Includes the license for you to share Morningstar reports with your clients.
Northern Trust Northern Trust is a fundamental equity research provider of institutional research on several hundred large cap stocks.
Standard and Poor's Whether you are seeking the latest market news and commentary or S&P research insights on a specific stock, mutual fund, ETF, variable annuity or options strategy, MarketScope Advisor provides you quick access and comprehensive coverage to manage your practice and service your clients.
Standard and Poor's/Options Strategies This offering provides a new disciplined approach to hedged option investing. It offers easy to understand conservative options strategies for stocks carrying Standard & Poor’s Equity Research Services’ highest rankings.
QUODD Equity+ QUODD Equity+ is a comprehensive workstation designed for the financial investment professional that offers a complete set of market data services and information bundled into a single browser-based desktop solution (quotes, charts, technical analysis, screener, alerts, exports, tracker).
Thomson Financial Use this free search engine to access fundamental, technical, and valuation analysis for the entire universe of stocks and funds.
Wall Street On Demand Wall Street On Demand provides immediate access to a database of over 500,000 detailed research reports. Reports can be immediately delivered via PDF or fax, 24/7. Wall Street Market Research On Demand also offers a free delayed quotation service as well as free historical price charts and a Personal Portfolio Tracker.
Zacks Investment Research Zacks Investment Research is a fundamental equity research provider with nearly 30 years of experience providing institutional and individual investors with quantitative equity models, fundamental financial information, and stock evaluation software.