LPL is offering Commonwealth advisors retention bonuses and reassurances that service and workplace culture aren’t changing.

Agreements from LPL Financial and Betterment top a host of merger and acquisition activity that has jumped since the start of ...

Kestra and Cetera have joined Raymond James in their pursuit of Commonwealth advisors, while Fidelity is also pushing RIAs to ...

The executives said that one RIA focused on Commonwealth’s financial advisors is Concurrent Investment Advisors, with $9.9 ...

SAN DIEGO and WALTHAM, Mass., March 31, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA) (together with its subsidiaries, including LPL Financial LLC, “LPL Financial” or ...

LPL Financial (LPLA) is acquiring Commonwealth Financial Network, a privately owned wealth management firm with nearly 3,000 advisors, for ...

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth ...

On April 1, the U.S. Court of Appeals for the First Circuit vacated a summary judgment ruling in favor of the Securities and Exchange Commission ...

LPL is offering Commonwealth advisors retention bonuses and reassurances that service and workplace culture aren’t changing. Other firms are offering their own deals. LPL Financial’s March 31 ...

It is expected that Commonwealth’s approximately 2,900 advisers and their $285 billion in assets will migrate to the LPL ...

Cetera Financial Network President Todd Mackay has made an appeal to lure Commonwealth Financial Network financial advisors in the wake of that firm's acquisition by LPL Financial.