LPL’s Trims Commonwealth Retention Forecast to 83%
LPL Financial expects to retain 83% of Commonwealth Financial Network’s client assets, down from its prior goal of…
Retirement-focused Wichita team with $385M exits Wells Fargo for LPL
Three advisors focused on retirement income distribution leave Wells Fargo for LPL’s broker-dealer and RIA platforms. A Kansas-based…
Advisor moves: Succession planning, fresh starts trigger exits at Osaic and LPL
Teams head for W-2 independence models with practices totaling almost $1B. Two advisory practices have made significant moves…
In battle for advisors, LPL has seen about 5% of Commonwealth advisors walk: analyst.
‘This is about as fiercely competitive an environment for a group of advisors as I’ve ever seen,’ says…