Fidelity Brokerage Services is not taking the loss of its biggest broker-dealer client, Commonwealth Financial Network and its 2,900 financial advisors, lying down. According to senior industry ...
Summit Wealth Group, a Colorado-headquartered firm that advises $2.1 billion in client assets, has decided to become an independent RIA following its departure from Commonwealth Financial Network. The ...
Add Osaic president and CEO Jamie Price to the list of industry executives who think LPL Financial has overpromised with its plans for buying Commonwealth Financial Network later this year. Processing ...
One development emerging out of LPL Financial's $2.7 billion acquisition of Commonwealth Financial Network is the significant number of Commonwealth reps who are opting to drop their securities ...
Cetera Financial Group is adding its first billion-plus team from LPL Financial’s Commonwealth Financial Network with the addition of King Financial Network, a 14-person team overseeing more than $1.1 ...
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