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

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 ...

Todd Mackay is pitching a culture of independence and support to Commonwealth advisors considering their next move after the ...

LPL Financial held talks with rival Commonwealth Financial Network about a potential acquisition, according to two news reports that cited anonymous people familiar with the matter. A spokeswoman for ...

It is expected that Commonwealth’s approximately 2,900 advisers and their $285 billion in assets will migrate to the LPL ...

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 ...

The executives said that one RIA focused on Commonwealth’s financial advisors is Concurrent Investment Advisors, with $9.9 ...

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 ...