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 ...
CHARLOTTE, N.C., Feb. 13, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Legacy Financial Group has joined LPL Financial’s broker-dealer and RIA. The Legacy team reported having ...
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 CEO Rich Steinmeier is confident his firm can absorb the much smaller Commonwealth Financial Network, in part because it has done something similar before. LPL transferred over all 33 of ...
CHARLOTTE, N.C., May 18, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Amwell Ridge Wealth Management, led by Managing Partner David Johnston, CFP®, has joined LPL Financial’s broker ...
WINDSOR, Conn. , Feb. 24, 2025 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that LPL Financial Holdings, Inc. (Nasdaq: LPLA), a leading provider of investment and ...
SAN DIEGO, Feb. 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA), a leader in the wealth management industry, announces the launch of LPL Alts Connect, a full-service platform designed to ...
LPL CEO Rich Steinmeier has seen the offers other firms are making to Commonwealth Financial advisors and isn't very impressed. Processing Content "To be completely frank with you, I'm not sure that ...
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