News

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 is offering Commonwealth advisors retention bonuses and reassurances that service and workplace culture aren’t changing.
The broker-dealer giant has opened up a new management level, elevating several longtime leaders who've supported key pillars ...
The executives said that one RIA focused on Commonwealth’s financial advisors is Concurrent Investment Advisors, with $9.9 ...
Christa Carone, Gary Carrai, Brett Goodman, Scott Posner and Brent Simonich have been promoted from executive vice presidents to managing directors, LPL announced Tuesday. Current managing directors ...
Agreements from LPL Financial and Betterment top a host of merger and acquisition activity that has jumped since the start of ...
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.) ...
LPL Financial LLC (Nasdaq:LPLA), today announced that five of its executives have been promoted into new Managing Director roles. Christa Carone, Gary Carrai, Brett Goodman, Scott Posner and Brent ...
LPL Financial LLC owned about 1.78% of Fidelity MSCI Utilities Index ETF worth $22,927,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
As it happens, Steinmeier's statement was literal: LPL on Monday announced that it had reached a deal to acquire Commonwealth, which has about 2,900 advisors and around $285 billion in brokerage and ...
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 ...