News

LPL is offering Commonwealth advisors retention bonuses and reassurances that service and workplace culture aren’t changing.
Todd Mackay is pitching a culture of independence and support to Commonwealth advisors considering their next move after the ...
LPL Financial held talks with rival Commonwealth Financial Network about a potential acquisition, according to two news reports that cited anonymous people familiar with the matter. A spokeswoman for ...
It is expected that Commonwealth’s approximately 2,900 advisers and their $285 billion in assets will migrate to the LPL ...
Industry experts think LPL will have to work hard to retain Commonwealth advisors who were sold on the idea that they'd be working for a "boutique" firm.
Rich Steinmeier, CEO of LPL Financial Holdings Inc., first reached out to Joe Deitch, owner and chairman of Commonwealth ...
The executives said that one RIA focused on Commonwealth’s financial advisors is Concurrent Investment Advisors, with $9.9 ...
LPL Financial Holdings agreed to acquire independent wealth management firm Commonwealth Financial Network for about $2.7 billion. Under the transaction structure, wealth management firm LPL will ...
Commonwealth supports ~2,900 independent advisors managing ~$285 billion in assetsCommonwealth ranked #1 in Independent Advisor Satisfaction 11 ...
Goldman Sachs & Co. LLC is acting as exclusive financial advisor to Commonwealth, with Ropes & Gray LLP serving as Commonwealth’s legal counsel. Commonwealth Financial Network, Member FINRA/SIPC ...
Commonwealth provides integrated business solutions and services for approximately 2,900 financial advisors ... bring to all Advisors across the LPL network. In addition, LPL’s advanced ...