WCG Hired A Platform Operator. That Says A Lot About Its Growth Plan.
Wealth Consulting Group’s Andy Kalbaugh hire shows how midsize hybrid RIAs are adding platform leadership for growth, M&A and succession.
Atria Layoffs Put LPL’s Commonwealth Promise Under A Microscope
LPL’s Atria layoffs show why Commonwealth advisors are watching whether culture, service and staffing promises hold after M&A.
LPL Did Not Just Buy Assets. It Bought A Bank-Wealth Growth Engine.
LPL’s Financial Resources Group deal shows how giant OSJs, bank programs and branch offices became strategic acquisition targets.
A Regional Brokerage Joined LPL. The Hard Part Was Preserving Its Identity.
LPL’s Boenning & Scattergood acquisition tested whether a 108-year regional brand could move into Linsco without losing culture.
LPL Lost About 5% Of Commonwealth Advisors. That Was Only The First Scoreboard
LPL’s Commonwealth deal faced about 5% advisor attrition early, but the bigger issue is whether asset retention, culture and conversion hold.
LPL Says It Is Keeping Commonwealth’s Bigger Advisors. That Changes The Scoreboard
LPL says it is keeping Commonwealth’s larger advisors, shifting the retention debate from advisor headcount to asset quality and conversion execution.
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.