News

LPL is offering Commonwealth advisors retention bonuses and reassurances that service and workplace culture aren’t changing.
Agreements from LPL Financial and Betterment top a host of merger and acquisition activity that has jumped since the start of ...
Kestra and Cetera have joined Raymond James in their pursuit of Commonwealth advisors, while Fidelity is also pushing RIAs to ...
The deal will provide a significant boost to LPL, giving it Commonwealth’s approximately 2,900 financial advisors and $285 billion of brokerage and advisory assets.
It is expected that Commonwealth’s approximately 2,900 advisers and their $285 billion in assets will migrate to the LPL ...
Wealth management company LPL Financial Holdings Inc. (LPLA) announced on Monday that it will acquire integrated business solutions and services provider Commonwealth Financial Network for $2.7 ...
Rich Steinmeier, CEO of LPL Financial Holdings Inc., first reached out to Joe Deitch, owner and chairman of Commonwealth ...
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 ...
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 ...
“LPL Financial” or “LPL”) today announced that it has entered into a definitive purchase agreement to acquire Commonwealth Financial Network (“Commonwealth”), the largest independently ...
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 ...