LPL Financial’s acquisition of Commonwealth last year sparked a recruiting frenzy for rival firms.
According to a note Monday from Wolfe Research, the biggest net gainers last year of financial advisors were: LPL Financial, ...
LPL Financial purchased Commonwealth Financial Network last year, with a retention rate goal of 90%, a target that has been ...
As of Sept. 30, 2025, Cetera firms manage approximately $625 billion in assets under administration and $284 billion in ...
A New York City team of six financial advisors recently left Commonwealth Financial, where they managed more than $1.3 billion in client assets, to join Wells Fargo Advisors Financial Network (FiNet).
From September 5 onwards through Friday, Raymond James, through its independent broker-dealer Raymond James Financial Services Inc., has recruited at least nine teams of financial advisors who were ...
SAN DIEGO, Aug. 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA), together with its subsidiaries, including LPL Financial LLC, announced the closing of its acquisition of ...
Savvy Advisors, a digital-first, multi-custodial technology platform for financial advisors, said three former Commonwealth Financial Network advisor teams collectively managing nearly $400 million in ...
Imperity Advisors, a full-service financial services firm dedicated to empowering independent advisors and their clients, proudly announces its full support for LPL Financial’s acquisition of ...
Just a day before his firm's completed purchase of Commonwealth Financial Network, LPL CEO Rich Steinmeier said there's been nothing surprising in the small number of advisors who've decided to take ...