LPL Financial Holdings, Inc. SAN DIEGO, April 23, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor James “Jim” Verdi, CFP®, has joined LPL Financial’s ...

LPL is offering Commonwealth advisors retention bonuses and reassurances that service and workplace culture aren’t changing. Other firms are offering their own deals. LPL Financial’s March 31 ...

Commonwealth Financial Network has informed its advisors that the balances on their retention loans will be forgiven if LPL Financial—the brokerage giant that bought Commonwealth in a $2.7 ...

It is expected that Commonwealth’s approximately 2,900 advisers and their $285 billion in assets will migrate to the LPL platform mid-2026, joining the nearly 29,000 LPL advisers. After rumors of the ...

Nearly six months after suddenly becoming CEO of LPL Financial, Rich Steinmeier is settling into his new role and setting his sights on a new North Star for the wealth management company.

LPL Financial and Commonwealth Financial Network, two of the of the most prominent firms for independent contractor brokers, have been discussing a potential deal for LPL to buy outright or take a ...

LPL Financial Holdings, Inc. SAN DIEGO, April 07, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) today announced an agreement with First Horizon Bank, the banking subsidiary ...

LPL Financial, the nation's largest independent broker-dealer, announced this morning that it is acquiring Commonwealth Financial Network, an elite Waltham, Mass.-based RIA/broker-dealer with more ...

UBS has proved happy hunting grounds for recruiters so far this year, with Morgan Stanley, LPL and RBC all recently announcing teams picked off from their wirehouse rival. Meanwhile, Ameriprise ...