Why Fidelity Likely Will Take a Hit From LPL Financial’s Big Deal
LPL plans to acquire Commonwealth Financial Network, a wealth management company with $285 billion in assets that relies on ...
Week’s Best: LPL to Buy Commonwealth
LPL Financial said it would acquire Commonwealth Financial Network, a privately owned wealth management company with about ...
LPL Financial LLC Acquires 8,157 Shares of Fidelity Dividend ETF for Rising Rates (NYSEARCA:FDRR)
LPL Financial LLC grew its stake in Fidelity Dividend ETF for Rising Rates (NYSEARCA:FDRR – Free Report) by 4.9% during the fourth quarter, according to the company in its most recent filing with the ...
LPL Financial LLC Acquires 9,014 Shares of Fidelity Low Volatility Factor ETF (NYSEARCA:FDLO)
LPL Financial LLC lifted its holdings in Fidelity Low Volatility Factor ETF (NYSEARCA:FDLO – Free Report) by 5.7% in the fourth quarter, HoldingsChannel reports. The fund owned 167,858 shares of the ...
Financial Planning1d
LPL's Steinmeier 'maniacally focused' on making Commonwealth advisors feel at home
The LPL CEO says Commonwealth advisors have almost nothing to lose and much to gain by joining a firm whose headcount is fast ...
Financial Planning4d
LPL to 'bend' to become more like Commonwealth, Steinmeier says
Industry experts think LPL will have to work hard to retain Commonwealth advisors who were sold on the idea that they'd be ...
Financial Advisor IQ2d
‘Cultural Risk,’ Retention Costs to Accompany LPL’s Big Deal for Commonwealth
As it happens, Steinmeier's statement was literal: LPL on Monday announced that it had reached a deal to acquire Commonwealth, which has about 2,900 advisors and around $285 billion in brokerage and ...
Yahoo Finance2d
LPL Financial Holdings Inc. (LPLA)
LPL plans to acquire Commonwealth Financial Network, a wealth management company with $285 billion in assets that relies on Fidelity for clearing and custody. SAN DIEGO, April 02, 2025 (GLOBE ...
LPL Financial (LPLA) Receives a Rating Update from a Top Analyst
In a report released yesterday, Craig Siegenthaler from Bank of America Securities maintained a Buy rating on LPL Financial (LPLA – Research ...
Financial Advisor IQ1d
LPL Exec Joins Wells as Head of FA Recruiting
Farhad Firoozi joined Wells on Tuesday, a spokesperson for the bank confirmed. Firoozi replaces Brendan Krebs, who left for PNC Investments in November. The role since Krebs' departure had been ...
Barron's2d
Why Fidelity Likely Will Take a Hit From LPL Financial’s Big Deal
LPL plans to acquire Commonwealth Financial Network, a wealth management company with $285 billion in assets that relies on Fidelity for clearing and custody. LPL Financial’s planned acquisition ...