A new report from AdvizorPro and Muriel Consulting shows that 653 advisors have departed Commonwealth since the firm announced its sale to LPL, resulting in a 77.5 percent retention of the 2,900 ...
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LPL’s Rivals Dangle Lucrative Recruiting Deals for Commonwealth Advisors. Will They Bite?
Across the wealth management industry, 2025 is shaping up to be a very busy recruiting year. The reason? Nearly 3,000 financial advisors managing $285 billion in assets for one of the most respected ...
LPL Financial is a San Diego-based independent wealth management company. The firm has additional offices in Fort Mill, Austin, and Boston. It supports over 28,000 financial advisors and offers ...
Commonwealth supports ~2,900 independent advisors managing ~$285 billion in assets Commonwealth ranked #1 in Independent Advisor Satisfaction 11 times in a row by J.D. Power Founder of Commonwealth to ...
LPL Financial, a financial services firm with several thousand employees in the Charlotte region, will pay $18 million for anti-money laundering violations, the Securities and Exchange Commission said ...
Even as LPL commits to keeping Commonwealth Financial Network mostly intact after buying it later this year, it is pruning its executive and back-office ranks in its home office and its Atria ...
LPL Financial is facing a second lawsuit over its cash sweep program. Douglas Nevitt, a 66-year-old Illinois construction retiree, has filed a suit in California federal court accusing the firm of ...
For nearly a year, two of the largest wealth management companies in the nation, LPL Financial and Ameriprise Financial, have been duking it out in court over financial advisor recruiting tactics. Now ...
LPL Financial has expanded what it said was an ongoing relationship with artificial intelligence firm Anthropic, the creator of Claude, to work on AI integrations for its more than 30,000 financial ...
LPL Financial Holdings Inc. LPLA shares touched a new all-time high of $384.04 during Friday’s trading session on higher total brokerage and advisory assets in January 2025. Total brokerage and ...
For a year distinguished by its landmark acquisition of Commonwealth Financial Network, LPL Financial is teeing up CEO Rich Steinmeier for a threefold pay increase. Processing Content Steinmeier ...
Financial services firms tanked after the launch of a new AI-powered tax planning tool that promises to do the work "within minutes." Tech platform Altruist announced the offering within its AI ...
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