The Bridgeway Group in California is the sixth team Merit has snagged from Commonwealth since it was acquired by LPL ...

SAN DIEGO and WALTHAM, Mass., March 31, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA) (together with its subsidiaries, including LPL Financial LLC, “LPL Financial” or “LPL”) ...

Commonwealth Financial Network operates as an independent broker/dealer serving financial advisors throughout the US. The Waltham-based firm provides affiliation models, marketing support, and ...

SAN DIEGO, Aug. 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA), together with its subsidiaries, including LPL Financial LLC, announced the closing of its acquisition of ...

Commonwealth Financial Network’s 2,900 independent advisors now have access to the AI notetaking technology Zocks, if they want it. The independent broker/dealer has standardized the Zocks Enterprise ...

An industry recruiter said departing Commonwealth teams tend to stick with brokerages because their objections are less to IBDs and more to LPL. Generous transition deals also help.

Commonwealth Financial Network's approaching acquisition by LPL Financial isn't deterring new recruits, as evidenced by its addition of yet another substantial advisory practice. Processing Content ...

WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, has initiated a new partnership ...

Peoples & Co. Private Wealth Stewardship, a financial services firm based in Allentown, Pa., that previously was with Morgan Stanley, has joined the Commonwealth Financial Network, a national RIA ...

WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network ®, the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, announces the addition of Clear Path ...