Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment adviser and broker-dealer. Member FINRA/SIPC. Memphis Planning and Wealth, Private Advisor ...

Dworetsky’s decision to join LPL and Lighthouse Private Wealth was driven by his desire to ensure continuity, long-term support and multigenerational service for his clients.

Last fall, LPL Financial reported 80% retention of Commmonwealth Financial Network assets. As of today, that’s in the low 80% range of advisors that have signed agreements to stay with Commonwealth.

SAN DIEGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced that 6,200 LPL-affiliated financial advisors have earned the CERTIFIED FINANCIAL ...

When LPL Financial said it would acquire rival wealth manager Commonwealth Financial Network last March, Commonwealth’s approximately 2,900 advisors had a choice: stay with LPL or find a new home. A ...

The MarketWatch News Department was not involved in the creation of this content. Strategic relationship includes enterprise licenses for LPL's advisors and deployment across the Advanced Planning ...

Strategic relationship includes enterprise licenses for LPL’s advisors and deployment across the Advanced Planning team at one of the nation’s fastest growing wealth management firms Wealth.com, the ...

A new report from AdvizorPro and Muriel Consulting shows that 653 advisors have departed Commonwealth since the firm announced its sale to LPL, resulting in a 77.5 percent retention of the 2,900 ...

SAN DIEGO, Jan. 22, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jeffrey J. Wilson, CFP®, and Michael Sadowski, CFP®, of Wilson Peak Wealth Management Inc. have ...

As independent broker-dealers increasingly part ways with some of their large advisory practices known as OSJs, LPL Financial is reinvesting in one of its own. Processing Content Private Advisor Group ...

MORRISTOWN, N.J., Nov. 19, 2025 /PRNewswire/ -- Private Advisor Group, a leading financial services firm and LPL Financial Holdings Inc. (Nasdaq: LPLA) (together with its subsidiaries, including LPL ...