LPL Financial’s acquisition of Commonwealth last year sparked a recruiting frenzy for rival firms.
The financial advice industry's curiosity regarding LPL's success in keeping Commonwealth advisors is feverish.
Q4 2025 Management View CEO Richard Steinmeier highlighted a milestone year, stating, "we delivered industry-leading organic ...
LPL Financial purchased Commonwealth Financial Network last year, with a retention rate goal of 90%, a target that has been expressed both in terms of headcount and assets during earnings calls. As ...
SAN DIEGO, Aug. 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (LPLA) (NASDAQ: LPLA), together with its subsidiaries, including LPL Financial LLC, announced the closing of its acquisition of ...
CEO Rich Steinmeier looks past advisors defections to tout progress toward its goal of retaining 90% of the assets Commonwealth Financial Network had at its purchase last year.
Commonwealth Financial Network's approaching acquisition by LPL Financial isn't deterring new recruits, as evidenced by its addition of yet another substantial advisory practice. Processing Content ...
WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, has initiated a new partnership ...
Cetera welcomes longtime independent financial advisor Jamie Hatfield who transferred to Cetera from Commonwealth Financial Network where he had been affiliated for 13 years. Based in Northern ...
Wealth.com, the leading end-to-end estate planning platform, today announced it has been selected by Commonwealth Financial Network® (“Commonwealth”) as an estate planning solution for its more than 2 ...
Commonwealth Financial Network is extending a hand to first-generation college students with a new internship initiative in partnership with Boston College’s Messina College. The collaboration is set ...
WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network ®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, welcomes Rochester, New ...