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New Jersey Financial News
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Articles
About
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LPL’s 300 Job Cuts Show The New Cost Pressure Inside Wealth Platforms
Wealth Management Charles Cooke 6/23/26 Wealth Management Charles Cooke 6/23/26

LPL’s 300 Job Cuts Show The New Cost Pressure Inside Wealth Platforms

LPL Financial’s 300 job cuts show how scale, AI, Commonwealth integration and advisor service pressure are reshaping platform costs.

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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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Two Royal Alliance Alums Had The Same Goal. Their Growth Playbooks Could Not Have Been More Different
Wealth Management Charles Cooke 6/8/26 Wealth Management Charles Cooke 6/8/26

Two Royal Alliance Alums Had The Same Goal. Their Growth Playbooks Could Not Have Been More Different

Mark Goldberg and Ric Edelman showed two different ways wealth firms tried to build national platforms after Royal Alliance.

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