LPL Financial’s acquisition of Commonwealth last year sparked a recruiting frenzy for rival firms.

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

Summit Wealth Group paired its first acquisition with the launch of a family office unit, as CEO Randy Morris shares plans to ...

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

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 ...

The company has seen hundreds of former Commonwealth Financial Network advisors depart in recent months, according to a ...

As of Sept. 30, 2025, Cetera firms manage approximately $625 billion in assets under administration and $284 billion in ...

SAN DIEGO, Aug. 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA), together with its subsidiaries, including LPL Financial LLC, announced the closing of its acquisition of ...

LPL Financial said it was reducing fees to advisors on several platforms as it reported a robust increase in assets to $2.3 trillion following its acquisition of Commonwealth Financial Network in a ...

Just a day before his firm's completed purchase of Commonwealth Financial Network, LPL CEO Rich Steinmeier said there's been nothing surprising in the small number of advisors who've decided to take ...