Wells Fargo recruits $1.3 billion Commonwealth team

KBK Wealth Management is the latest firm to exit the independent broker-dealer following its acquisition by LPL Financial.
Seeking Alpha

LPL Financial Closes Its Acquisition of Commonwealth Financial Network

SAN DIEGO, Aug. 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (LPLA) (NASDAQ: LPLA), together with its subsidiaries, including LPL Financial LLC, announced the closing of its acquisition of ...
Financial Planning

As Commonwealth deal closes, LPL CEO shrugs off advisor departures

Just a day before his firm's completed purchase of Commonwealth Financial Network, LPL CEO Rich Steinmeier said there's been nothing surprising in the small number of advisors who've decided to take ...
Morningstar

Commonwealth Chooses Wealth.com to Deliver Estate Planning Platform Access to Network of Advisors

Wealth.com, the leading end-to-end estate planning platform, today announced it has been selected by Commonwealth Financial Network® (“Commonwealth”) as an estate planning solution for its more than 2 ...

$1B BFG Snags Commonwealth Duo, Opens N.C. Office

BFG Financial of Kestra has brought on a $150 million advisor duo seeking a succession plan; separately, Raymond James ...
Financial Planning

Kestra, Arkadios pick up Commonwealth teams: Advisor Moves

Even in a short holiday week, the wealth management industry can manage a few notable recruiting and acquisition deals. Kestra Financial and Arkadios Capital snagged some big teams from Commonwealth ...
InvestmentNews

Breakaway advisor praises smooth, 'no BS' exit from Commonwealth

Commonwealth Financial Network advisors considering defecting from the firm amid its $2.7 billion sale to independent broker-dealer giant LPL Financial could depart knowing their former network will ...
Seeking Alpha

Wirehouse Advisors Seeking Independence Join Commonwealth Affiliate Union Street Financial

WALTHAM, Mass.--(BUSINESS WIRE)-- Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, announced the addition of ...
Business Wire

Service Excellence Propels Commonwealth to Twelfth Consecutive #1 Ranking from J.D. Power for Independent Advisor Satisfaction

WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network ®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, ranks “#1 in Independent ...
Business Wire

Commonwealth Welcomes $1.5 Billion Angelo Planning Group

WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network ®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, welcomes Rochester, New ...
Boston College

Messina College partners with Commonwealth Financial Network to provide student internships

Messina College has partnered with Waltham-based Commonwealth Financial Network to provide internships as part of the approach to career readiness at Boston College’s new two-year residential college.