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Kestra and Cetera have joined Raymond James in their pursuit of Commonwealth advisors, while Fidelity is also pushing RIAs to ...
LPL Financial said it would acquire Commonwealth Financial Network, a privately owned wealth management company with about 2,900 financial advisors, for about $2.7 billion in cash. The deal will ...
The deal will provide a significant boost to LPL, giving it Commonwealth’s approximately 2,900 financial advisors and $285 billion of brokerage and advisory assets.
Agreements from LPL Financial and Betterment top a host of merger and acquisition activity that has jumped since the start of ...
LPL is offering Commonwealth advisors retention bonuses and reassurances that service and workplace culture aren’t changing.
On April 1, the U.S. Court of Appeals for the First Circuit vacated a summary judgment ruling in favor of the Securities and Exchange Commission ...
The executives said that one RIA focused on Commonwealth’s financial advisors is Concurrent Investment Advisors, with $9.9 ...
After rumors of the deal grew louder last week, LPL Financial has announced it is purchasing broker/dealer Commonwealth Financial Network for $2.7 billion. It is expected that Commonwealth’s ...
Commonwealth Financial Network, one of the country's largest broker-dealers, has won the reversal of $93 million enforcement action brought against it by the Securities and Exchange Commission over ...
LPL plans to acquire Commonwealth Financial Network, a wealth management company with $285 billion in assets that relies on Fidelity for clearing and custody. LPL Financial’s planned acquisition ...
The LPL CEO says Commonwealth advisors have almost nothing to lose and much to gain by joining a firm whose headcount is fast approaching 29,000. (Plus, experts say he'll be writing big checks.) ...
Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth ...
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