A New York City team of six financial advisors recently left Commonwealth Financial, where they managed more than $1.3 ...

KBK Wealth Management is the latest firm to exit the independent broker-dealer following its acquisition by LPL Financial.

In addition, Rothschild Wealth makes a deal for a Chicago-area RIA, Apollon Wealth adds a $200 million firm, and a Bluespring ...

From September 5 onwards through Friday, Raymond James, through its independent broker-dealer Raymond James Financial Services Inc., has recruited at least nine teams of financial advisors who were ...

Plus, Wells Fargo and Raymond James pull more teams from Commonwealth/LPL, and Elevation Point takes a stake in a UBS ...

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 ...

Imperity Advisors, a full-service financial services firm dedicated to empowering independent advisors and their clients, proudly announces its full support for LPL Financial’s 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 ...

The 90% target has been the stated goal for LPL Financial since it announced the acquisition at the end of March. According to Steven Chubak, managing director of Wolfe Research and a leading ...

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 ...

WALTHAM, Mass.--(BUSINESS WIRE)-- Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, announced the addition of ...