InvestmentNews

Add Commonwealth Financial – a blockbuster – to the list of potential LPL targets

Chatter about LPL, a behemoth with 29,000 financial advisors and $1.7 trillion in assets, buying Commonwealth Financial Network, a boutique with more than 2,345 advisors has been building all week, ...
The Business Journals

LPL Financial to acquire Waltham investment adviser for $2.7B

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min Commonwealth Financial Network ...
The National Law Review

LPL Financial to Acquire Commonwealth Financial Network

Commonwealth supports ~2,900 independent advisors managing ~$285 billion in assets Commonwealth ranked #1 in Independent Advisor Satisfaction 11 times in a row by J.D. Power Founder of Commonwealth to ...
Nasdaq

LPL Financial Closes Its Acquisition of Commonwealth Financial Network

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

LPL Financial Is ‘On Track’ to Meet Commonwealth Retention Goals, Executive Says

LPL Financial’s largest acquisition ever is generating a lot of interest from competitors as they attempt to recruit advisors from Commonwealth Financial Network, which LPL said it would purchase for ...
Seeking Alpha

Community Financial System: Network Expansion, Deposit Re-Pricing Are The Biggest Earnings Catalysts

Loan growth will likely resume soon, thanks to the management’s branch expansion efforts. Deposit re-pricing will likely lift the margin as market interest rates decline. There isn’t much re-pricing ...
InvestmentNews

Commonwealth clocks big win in battle with SEC over revenue sharing

The six-year long legal battle between Commonwealth Financial Network and the Securities and Exchange Commission over the firm’s mutual fund revenue sharing practices took a sharp turn in Commonwealth ...
Morningstar

Principal® Foundation Launches Award Program to Honor Principal® Financial Network Professionals Driving Community Impact

DES MOINES, Iowa, Dec. 9, 2025 /PRNewswire/ -- Principal® Foundation, the philanthropic arm of Principal Financial Group®, today awarded $205,000 to more than a dozen nonprofit organizations through ...
Nasdaq

LPL Financial Holdings To Acquire Commonwealth Financial Network For $2.7 Bln In Cash

(RTTNews) - LPL Financial Holdings Inc. (LPLA), Monday announced the agreement to fully acquire Commonwealth Financial Network, a wealth management firm, for a purchase price of about $2.7 billion.
Business Wire

Commonwealth Financial Network Partners with Messina College, Creating Career Paths for First-Generation College Students

WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, has initiated a new partnership ...
Financial Planning

Perennial champs top J.D. Power financial advisor satisfaction rankings

One of the most closely watched report cards in the fight to recruit and retain financial advisor talent offered a fresh reminder of how critical that competition is to the industry's future.