Raymond James Did Not Buy Commonwealth. It Still Found A Way To Win
Raymond James recruited 18 former Commonwealth teams with nearly $4.5B in assets, turning LPL’s acquisition into a live advisor-retention test.
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 Bought Commonwealth. Raymond James Is Still Picking Off Advisors
Raymond James added LPL and Commonwealth advisors as LPL, Ameriprise and rivals keep fighting for platform fit, retention and advisor independence.
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.
Edward Jones Advisor Exits Are Rising. The Veteran Shift Is The Real Story
Edward Jones advisor exits rose in 2025 as veteran brokers drove more departures, raising questions about retention, book ownership and platform change.
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.
Osaic Gets Fresh Capital, But Advisors Are Still The Real Question
Osaic’s Bain-linked recapitalization gives the firm new capital, but advisor retention and post-integration growth remain the real test.
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.
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.