A New York City team of six financial advisors recently left Commonwealth Financial, where they managed more than $1.3 ...

KBK Wealth Management is the latest firm to exit the independent broker-dealer following its acquisition by LPL Financial.

In addition, Rothschild Wealth makes a deal for a Chicago-area RIA, Apollon Wealth adds a $200 million firm, and a Bluespring ...

Plus, Wells Fargo and Raymond James pull more teams from Commonwealth/LPL, and Elevation Point takes a stake in a UBS ...

From September 5 onwards through Friday, Raymond James, through its independent broker-dealer Raymond James Financial Services Inc., has recruited at least nine teams of financial advisors who were ...

Colorado Springs RIA Summit Wealth Group hired Seamus O'Brien for advisor success and Chelsea Ganey as CIO to support growth ...

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 ...

Just a day before his firm's completed purchase of Commonwealth Financial Network, LPL CEO Rich Steinmeier said there's been nothing surprising in the small number of advisors who've decided to take ...

Also, Wells Fargo's recruitment rolls on with a billion-dollar-plus group from Commonwealth while LPL adds an Ameriprise team ...

LPL Financial said it was reducing fees to advisors on several platforms as it reported a robust increase in assets to $2.3 trillion following its acquisition of Commonwealth Financial Network in a ...