A new report finds 22.5% of Commonwealth’s advisors left after its sale to LPL Financial, raising questions about whether the firm’s touted 90% retention target refers to advisor headcount or assets.

The financial advice industry's curiosity regarding LPL's success in keeping Commonwealth advisors is feverish.

Summit Wealth Group, a $3 billion Colorado Springs, Colo.-based registered investment advisor backed by Constellation Wealth ...

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 ...

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, ranks “#1 in Independent ...

Annual gathering explored expanded capabilities and served as a launchpad for what's to come. “The heart of Commonwealth has and always will be our Advisor community. It’s why there is something ...

First Commonwealth Financial Corporation has successfully completed its acquisition of CenterGroup Financial, Inc., the parent company of CenterBank in Milford, Ohio. T. Michael Price, President and ...