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New Jersey Financial News
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Articles
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LPL’s Commonwealth Retention Target Faces Its First Real Stress Test
Wealth Management Charles Cooke 6/4/26 Wealth Management Charles Cooke 6/4/26

LPL’s Commonwealth Retention Target Faces Its First Real Stress Test

A Wolfe Research analyst says LPL still has a credible path to retaining 90% of Commonwealth advisors despite rising attrition.

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LPL’s Commonwealth Retention Push Just Hit A Key Checkpoint
Wealth Management Charles Cooke 6/3/26 Wealth Management Charles Cooke 6/3/26

LPL’s Commonwealth Retention Push Just Hit A Key Checkpoint

LPL says Commonwealth advisors representing nearly 80% of assets have signed on as the firm keeps its 90% retention target.

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The 2025 Advisor Recruiting Scoreboard Has Two Clear Winners
Wealth Management Charles Cooke 6/3/26 Wealth Management Charles Cooke 6/3/26

The 2025 Advisor Recruiting Scoreboard Has Two Clear Winners

LPL and Raymond James led 2025 advisor recruiting gains, while Bank of America, Osaic, Fidelity and UBS posted net advisor losses.

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Commonwealth Advisors Become The Prize In A Broker-Dealer Recruiting Fight
Wealth Management Charles Cooke 6/3/26 Wealth Management Charles Cooke 6/3/26

Commonwealth Advisors Become The Prize In A Broker-Dealer Recruiting Fight

Big broker-dealers are pursuing Commonwealth advisors after LPL’s $2.7B deal, turning retention into a major industry fight.

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Cetera’s New Recruiting Deal Is Turning Into Advisor Wins
Wealth Management Charles Cooke 6/2/26 Wealth Management Charles Cooke 6/2/26

Cetera’s New Recruiting Deal Is Turning Into Advisor Wins

Cetera is gaining advisor teams after a new recruiting deal, with Commonwealth breakaways and Summit Financial playing key roles.

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LPL Says Commonwealth Deal Remains On Track As Recruiting Focus Shifts
Wealth Management Charles Cooke 5/26/26 Wealth Management Charles Cooke 5/26/26

LPL Says Commonwealth Deal Remains On Track As Recruiting Focus Shifts

LPL says its Commonwealth integration remains on track as the firm works toward its 90% asset retention goal and refocuses recruiting.

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