LPL plans to acquire Commonwealth Financial Network, a wealth management company with $285 billion in assets that relies on Fidelity for clearing and custody.

The deal will provide a significant boost to LPL, giving it Commonwealth’s approximately 2,900 financial advisors and $285 ...

From her start as an intern to heading product development, Alison Reed discusses her unique career at Jackson National Life, and how she is helping to accelerate the future of annuities.

Panelists listed the following ingredients for a strong succession plan: • Integrate younger advisors into client relationships early. • Provide clear retirement timelines for senior advisors. • ...

Timothy Stranks explains his role in helping business owner clients through uncertainty and tariff chaos Business owners have ...

LPL will explore ways to bring Commonwealth's advisor experience and capabilities, developed with Advisor360°, to its ...

Grew Total Revenue 8% Year-over-Year to $45 Million in the Fourth Quarter 2024 - - Assets Under Management (“AuM”) Increased 13% Year-over-Year ...

Archax expands its tokenized real-world asset business into the US through the acquisition of SEC-registered broker-dealer ...

LPL Financial said it's reached a deal to acquire the privately held hybrid registered investment advisory behemoth Commonwealth Financial Network for around $2.7 billion in cash.

It is expected that Commonwealth’s approximately 2,900 advisers and their $285 billion in assets will migrate to the LPL ...

Commonwealth supports ~2,900 independent advisors managing ~$285 billion in assetsCommonwealth ranked #1 in Independent Advisor Satisfaction 11 times in a row by J.D. PowerFounder of Commonwealth to ...

A financial system is more than a portfolio. It integrates all aspects of your financial life, aligns short-term decisions ...