The wealth management company is on track to meet its 90% advisor retention goal for its $2.7 billion planned acquisition of ...

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In an earnings call, LPL's CEO said his efforts to woo Commonwealth advisors have extended to a "rain-soaked" bike ride and ...

Indeed, Steinmeier over the past five weeks has visited Commonwealth advisors, taken bike rides in stormy weather with them ...

Q1 2025 Management View CEO Richard Steinmeier highlighted a strong beginning to 2025 with record-breaking performance, ...

Earnings for LPL Financial, the nation's largest independent broker-dealer, increased 11% in the first quarter as the firm prepares to complete the acquisition of Commonwealth Financial Network, the ...

The firm has been dogged by compliance issues for years, resulting in multiple fines by various regulatory bodies.

The CEO of Summit Wealth said that even before LPL announced its acquisition deal, he and his colleagues were already finding ...

Summit Wealth Group, a $2.1 billion firm with 25 advisors in five states, has left Commonwealth Financial Network to launch its own registered investment advisor firm on the SEI platform.

The acquisition strengthens First Commonwealth’s foothold in the Cincinnati market while promising CenterBank customers ...

Summit Wealth Group decided to leave Commonwealth before the LPL acquisition was announced. More advisors could follow.