LPL Bought Commonwealth. Then 653 Advisors Walked Away.
Commonwealth lost 653 advisors after LPL’s deal, raising questions about headcount retention, asset retention and broker-dealer culture.
AmeriFlex Adds $354M Capital Insight Team From Osaic As Hybrid RIA Recruiting Builds
AmeriFlex adds Jacob Reid’s $354M Capital Insight team from Osaic as hybrid RIA recruiting competition intensifies.
Cambridge Doubled Revenue In Five Years. Now Comes The Harder Test
Cambridge topped $2 billion in annual revenue as recruiting, acquisitions, AI and advisor support reshape independent broker-dealer growth.
Dempsey Lord Smith Left Broker-Dealer Operations Behind. Here’s Why That Matters
Cambridge’s Dempsey Lord Smith Deal Shows Why Smaller Broker-Dealers Are Rethinking Scale
Cambridge Took A Minority Stake In AmeriFlex. The Real Story Is Advisor Succession
Cambridge made a minority investment in AmeriFlex to scale SuccessionFully, showing how advisor succession is becoming a major wealth platform battleground.
Cambridge’s Late-2025 Deal Run Shows How IBD Growth Is Changing
Cambridge made several late-2025 deals while recruiting major advisor groups, showing how independent broker-dealers are buying and recruiting for RIA growth.
Cambridge’s WealthPlanners Deal Shows Succession Is Becoming A Platform Strategy
Cambridge’s WealthPlanners acquisition shows how independent broker-dealers are turning advisor succession into a platform strategy.