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Todd Mackay is pitching a culture of independence and support to Commonwealth advisors considering their next move after the ...
Cetera Financial Network President Todd Mackay has made an appeal to lure Commonwealth Financial Network financial advisors in the wake of that firm's acquisition by LPL Financial.
LPL’s top competition for Commonwealth’s advisors, who manage $285 billion in client assets, include Raymond James Financial ...
The deal, expected to close in the second half of the year, will bring in $16 billion in client assets and 110 advisors.
LPL plans to acquire Commonwealth Financial Network, a wealth management company with $285 billion in assets that relies on Fidelity for clearing and custody. LPL Financial’s planned acquisition ...
He penned an open letter touting Cetera as their "best home" in the wake of Commonwealth getting bought up by LPL.
Vaughn Harvey brings more than 25 years of experience in enterprise data strategy as LPL doubles down on advisor-facing AI ...
LPL Financial announced that it has added an advisor team from Osaic, where they had about $450 million in advisory, brokerage and retirement plan assets.
While acquisitions like Commonwealth Financial (if completed), Atria ... This positive feedback loop could accelerate growth as more high-quality advisors join LPL’s network, bringing their client ...
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