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.
Cetera’s Minority-Capital Playbook Is About Keeping Advisors Close
Cetera’s minority stake in CCR Wealth Management shows how broker-dealers can use capital, succession and growth support.