An advisor quartet managing $300 million also joined an indie practice within Ameriprise, while Commonwealth Financial ...

Raymond James has been the biggest beneficiary of Commonwealth attrition so far, followed by Kestra and Cambridge Investment ...

Consolidation has been ongoing for more than a decade in wealth management, but it accelerated to unprecedented levels this ...

CenterBridge Planning Group represents one of Independent Financial Partners’ largest single-team transitions to date and ...

LPL has said it has retained 80% of Commonwealth’s advisors after closing the $2.7 billion deal in August and, on its ...

Independent Financial Partners (IFP) has added a five-advisor team overseeing more than $700 million in client assets from Commonwealth Financial Network, with CenterBridge Planning Group joining the ...

LPL Financial Holdings Inc. ( LPLA) Goldman Sachs 2025 U.S. Financial Services Conference December 9, 2025 8:00 AM EST ...

LPL Financial Holdings has seen a fresh uplift in its fair value estimate, with the price target moving from about $421 to roughly $448 per share as analysts recalibrate their models following the ...

Prudential Advisors described the move as part of a broader expansion strategy; this year it has already seen new advisors representing over $3 billion in client assets and boosted headcount by almost ...

Also, Raymond James lands a $420M father-son team from Edward Jones, Cetera recruits a $350M LPL duo, and Cambridge acquires a $1B AUM dual registrant.

On November 13, 2025, the IRS announced the 2026 limits for contributions to workplace retirement savings plans and IRAs.

The fintech company argues that the nation’s largest recordkeeper is overreaching by restricting third-party access to ...