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New Jersey Financial News
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Articles
About
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LPL Was Getting Bigger. Cetera And Raymond James Found Two Places To Recruit Against It.
Wealth Management Charles Cooke 8/14/26 Wealth Management Charles Cooke 8/14/26

LPL Was Getting Bigger. Cetera And Raymond James Found Two Places To Recruit Against It.

Cetera recruited a $380M LPL team while Raymond James added $210M from Commonwealth, exposing two different pressures around LPL’s growth.


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LPL’s Marc Cohen Says RIA Consolidation Is About To Speed Up
Wealth Management Charles Cooke 7/20/26 Wealth Management Charles Cooke 7/20/26

LPL’s Marc Cohen Says RIA Consolidation Is About To Speed Up

LPL’s Marc Cohen expects RIA consolidation to accelerate in 2026 as private equity cycles, succession pressure and platform scale reshape M&A.

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LPL Is Buying Into Its Own Ecosystem. That Is The Real Story
Wealth Management Charles Cooke 7/16/26 Wealth Management Charles Cooke 7/16/26

LPL Is Buying Into Its Own Ecosystem. That Is The Real Story

LPL’s minority stake in Private Advisor Group shows how broker-dealers are using ownership, succession and RIA M&A to keep advisor assets close.


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Wells Fargo’s $750M Recruiting Run Shows Why Family-Led Advisor Teams Still Matter
Charles Cooke 6/26/26 Charles Cooke 6/26/26

Wells Fargo’s $750M Recruiting Run Shows Why Family-Led Advisor Teams Still Matter

Wells Fargo added advisor teams from Morgan Stanley and Ameriprise, showing how regional, family-linked practices remain central to recruiting.

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Why LPL Is Buying Advisors It Already Works With
Wealth Management Charles Cooke 6/15/26 Wealth Management Charles Cooke 6/15/26

Why LPL Is Buying Advisors It Already Works With

LPL’s deal for Mariner Advisor Network brings 367 advisors and $31B closer to its supported-independence ecosystem.

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