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 ...
Monday, January 19, 2026
Tag: LPL
JPMorgan reaches deal with ex-advisor now at LPL
An advisor who left JPMorgan for LPL Financial last month has agreed to cease soliciting his former clients until a ...
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 ...
Merrill, LPL say advisor education is key to AI push
Wealth management firms say artificial intelligence could eventually improve nearly every part of their businesses. But when advisors were asked ...
LPL, RBC pick up advisors with $1B+ in assets
Normally, some of the biggest wealth news of the week would have been about LPL Financial's and RBC Wealth Management's ...
LPL turns to AI to crack financial advisor pay questions
Of all the tangled financial skeins advisors have to unravel, some of the most complicated can involve their own pay.Now ...
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 ...
Judges dismiss parts of Wells Fargo, LPL sweeps suits
In strikingly similar orders, separate judges have dismissed parts of lawsuits brought by investors against LPL Financial and Wells Fargo ...
$1.5B advisory team joins Commonwealth before LPL deal
Just because you're about to be bought by a longtime industry rival doesn't mean you stop recruiting.Commonwealth Financial Network, months ...
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