Commonwealth teams go to Kestra, Arkadios: Advisor Moves
Even in a short holiday week, the wealth management industry can manage a few notable recruiting and acquisition deals.Kestra Financial ...
Saturday, January 24, 2026
Tag: Commonwealth
Why advisors keep exiting Commonwealth, LPL
Savvy Wealth founder and CEO Ritik Malhotra likes to think Commonwealth Financial advisors are joining his team because it reminds ...
LPL looks beyond Commonwealth for more growth
For LPL Financial, it's the big deals like its purchase of Commonwealth Financial Network that often grab the most attention.But ...
LPL on course for 90% Commonwealth asset retention, CEO says
As LPL Financial nears its goals for retaining Commonwealth assets, the firm's internal recruiters are finding more time to devote ...
Commonwealth advisors leave for Cetera, Osaic, Raymond James
Commonwealth Financial Network advisors keep voting with their feet, moving to firms like Cetera, Osaic and Raymond James rather than ...
Commonwealth advisors head to Raymond James, Cetera
Raymond James keeps going to the Commonwealth Financial Network pulling up AUM and large advisor teams.The Manning Companies, a five-advisor ...
Raymond James recruits big advisor teams from from Commonwealth
The steady flow continued this week of advisors leaving Commonwealth Financial Network, fresh off its acquisition by LPL Financial, for ...
Wells Fargo pulls from UBS, Osaic from Commonwealth
UBS is bent on using its pay policies next year to reward advisors who stay put amid accelerating defections for ...
UBS, Commonwealth keep leaking advisors
Recent months have seen large numbers of advisors leaving Commonwealth Financial Network to go to Raymond James and leaving UBS ...
LPL CEO not surprised by Commonwealth departures
Just a day before his firm's completed purchase of Commonwealth Financial Network, LPL CEO Rich Steinmeier said there's been nothing ...
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