LPL Hired Emily Field To Run HR. Commonwealth Made The Job A $2.7B Integration Test.
LPL hired Emily Field as chief people officer as Commonwealth integration began. Retention, layoffs and a 2026 conversion make culture an M&A issue.
FSI, IRI And NAIFA Fought New Jersey’s Contractor Rule. They Won Changes, Not The Carve-Out.
Farther added 27 advisors across 15 states while Raymond James recruited a $300M Wells Fargo team, showing two different paths to wealth growth.
LPL Paid $805M For Atria. The Retention Bet Became Its M&A Blueprint.
Osaic bought Lincoln Wealth’s 1,450 advisors and $108B while consolidating its own broker-dealers. The deal shows what scale was really meant to buy.
Osaic Was Simplifying Eight Broker-Dealers. Then It Bought Two More.
Osaic bought Lincoln Wealth’s 1,450 advisors and $108B while consolidating its own broker-dealers. The deal shows what scale was really meant to buy.