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 ...
LPL Financial to Buy Commonwealth for $2.7 Billion
The deal will provide a significant boost to LPL, giving it Commonwealth’s approximately 2,900 financial advisors and $285 ...
Fidelity MSCI Consumer Discretionary Index ETF (NYSEARCA:FDIS) Shares Acquired by LPL Financial LLC
LPL Financial LLC lifted its stake in shares of Fidelity MSCI Consumer Discretionary Index ETF (NYSEARCA:FDIS – Free Report) ...
LPL Financial LLC Grows Stake in Fidelity Enhanced Large Cap Value ETF (NYSEARCA:FELV)
LPL Financial LLC grew its holdings in shares of Fidelity Enhanced Large Cap Value ETF (NYSEARCA:FELV – Free Report) by 32.2% ...
Barron's3d
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 ...
Financial Planning2d
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 Planning5d
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
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 ...
Financial Advisor IQ3d
‘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 ...
InvestmentNews18d
Is LPL gearing up for another major acquisition?
Fidelity's National Financial Services, to LPL Financial. “LPL is clearly engaged with insurance companies, banks and credit unions, talking to them about running their wealth management ...
Tariffs Drive Another Market Meltdown
A rapidly escalating trade war has socked stocks as investors weigh the fallout from President Trump’s tariff barrage.
Financial Advisors in Beaverton, Oregon
The U.S. News Financial Advisor Finder can help you narrow down the best financial advisors in the Beaverton, Oregon area. Beaverton has up to 155 advisors to choose from and using our filters for fee ...