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. LPL Financial said it would ...

Paulmichael Youngmills is used to giving advice, but when financial markets start going through their up-and-down cycles in ...

Agreements from LPL Financial and Betterment top a host of merger and acquisition activity that has jumped since the start of ...

On April 1, the U.S. Court of Appeals for the First Circuit vacated a summary judgment ruling in favor of the Securities and Exchange Commission ...

LPL Financial is channeling restaurateur Will Guidara 's concept of "unreasonable hospitality" to elevate its service, said Chief Executive Officer Rich Steinmeier, charging an ever-expanding roster ...

Kestra and Cetera have joined Raymond James in their pursuit of Commonwealth advisors, while Fidelity is also pushing RIAs to ...

LPL is offering Commonwealth advisors retention bonuses and reassurances that service and workplace culture aren’t changing.

So, when news broke that Commonwealth had agreed to a $2.7 billion all-cash merger, reverberations were felt across the ...

Last year, Jeton ranked in the top 10% of the fastest-growing companies, and this year, it continues to demonstrate its growth trajectory. The company ranked 374 on the list, reflecting its ongoing ...

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.

He penned an open letter touting Cetera as their "best home" in the wake of Commonwealth getting bought up by LPL.