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New Jersey Financial News
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LPL Lost About 5% Of Commonwealth Advisors. That Was Only The First Scoreboard
Wealth Management Charles Cooke 7/23/26 Wealth Management Charles Cooke 7/23/26

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.


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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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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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