Osaic has recruited Virtus Wealth Solutions, a Morgantown, W.Va.-based firm previously affiliated with Commonwealth Financial Network,…
Tag: Commonwealth
Why Raymond James is winning the Commonwealth advisor race
Raymond James’ recent run of recruiting Commonwealth Financial Network advisors has been accompanied by plenty of…
EQT Inks 20-Year LNG Sale And Purchase Agreement With Commonwealth LNG
(RTTNews) – EQT Corporation (EQT) Monday said that it has secured 1.0 million tonnes per annum…
Raymond James Adds Commonwealth Duo
Wealthspire Acquires $380M CA-Based Marin Financial Wealthspire, a $31 billion registered investment advisor that is part…
RIA Merit Acquires $860M Commonwealth Team
Merit Financial, one of the country’s most acquisitive registered investment advisors by deal count, has made…
RIA Merit Acquires $860M Commonwealth Team
Merit Financial, one of the country’s most acquisitive registered investment advisors by deal count, has made…
Kestra, Raymond James Snag Commonwealth Teams
Kestra Financial and Raymond James have won several of what recruiters are characterizing as relatively early…
&Partners Lures Second Commonwealth Team in as Many Weeks
&Partners, a St. Louis-based hybrid broker/dealer launched by David Kowach, the former president and CEO of…
Commonwealth Bank of Australia (CBAUF) Q4 2025 Earnings Call Transcript
Commonwealth Bank of Australia (OTCPK:CBAUF) Q4 2025 Earnings Conference Call August 12, 2025 8:30 PM ET…
&Partners Nabs $84M Commonwealth Advisor in South Carolina
&Partners, a St. Louis-based hybrid broker/dealer launched by David Kowach, the former president and CEO of…
LPL CEO not surprised by Commonwealth departures
Just a day before his firm’s completed purchase of Commonwealth Financial Network, LPL CEO Rich Steinmeier…
LPL to Close Commonwealth Deal Friday
LPL Financial executives said they expect to close the deal Friday morning to acquire Commonwealth Financial…
Bay Area Advisor Departs Commonwealth to Start Own RIA
Adam Spiegelman, a financial advisor based in Alamo, Calif., with about $400 million in assets under…
Commonwealth loses a few advisors ahead of LPL deal
As LPL Financial’s purchase of Commonwealth Financial Network nears, a steady trickle of advisors are leaving…
Commonwealth recruits big team ahead of LPL purchase
Commonwealth Financial Network’s looming acquisition by LPL Financial isn’t halting its recruiting engines, as evidenced this…
Commonwealth Adds $430M Team as LPL Acquisition Looms
Commonwealth Financial Network, which penned a deal in March to be acquired by LPL Financial, has…
Cetera Sends Second Open Letter to Commonwealth Advisors
Cetera is doubling down on efforts it launched earlier this year to poach Commonwealth Financial Network…
Commonwealth Gains $1.5B Team from Osaic Amid LPL Acquisition
A $1.5 billion Rochester, N.Y.-based team is joining Commonwealth Financial Network from Osaic, one of the…
Commonwealth Financial Network Offers AI Notetaker Zocks to Advisors
Commonwealth Financial Network’s 2,900 independent advisors now have access to the AI notetaking technology Zocks, if…
LPL CEO not worried about rivals for Commonwealth advisors
LPL CEO Rich Steinmeier has seen the offers other firms are making to Commonwealth Financial advisors…
LPL on Track for 90% Commonwealth Advisor Retention, Reports Strong Q1 Growth
LPL Financial is “in line” to meet its 90% advisor retention rate goal for Commonwealth Financial…