Growth, not ‘lifestyle’ — RIA leaves Commonwealth for Merit
Intense Life Desires Alex Hansen of Merit Financial Advisors thinks there’s a misconception in wealth management that the...
Commonwealth
After getting $93M judgment nixed, Commonwealth settles with the SEC for $5M
The SEC has settled for $5 million in a landmark court case that had previously...
Raymond James snags 6-advisor team from Commonwealth
LPL Financial’s acquisition of Commonwealth Financial Network continues to provide a rich recruiting vein for...
LPL says it’s kept the biggest, best Commonwealth teams
Headcount does not equal asset count. Processing Content That was the big message LPL executives...
Commonwealth teams go to Kestra, Arkadios: Advisor Moves
Even in a short holiday week, the wealth management industry can manage a few notable...
Why advisors keep exiting Commonwealth, LPL
Savvy Wealth founder and CEO Ritik Malhotra likes to think Commonwealth Financial advisors are joining...
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...
Commonwealth advisors leave for Cetera, Osaic, Raymond James
Commonwealth Financial Network advisors keep voting with their feet, moving to firms like Cetera, Osaic...
Commonwealth advisors head to Raymond James, Cetera
Raymond James keeps going to the Commonwealth Financial Network pulling up AUM and large 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...