NOT FOR REPRINT
LPL Says It's on Target for 90% Retention as It Closes Commonwealth Deal
By
Janet Levaux
News August 01, 2025 at 01:14 PM
Share & Print
What You Need To Know
- "As with any transaction or competitive recruiting event, some advisors will prioritize differently … ," CEO Rich Steinmeier said.
- About 80 advisors have moved from Commonwealth to other firms since April, according to data compiled by AdvizorPro.
- LPL Financial’s total brokerage and advisory assets stood at $1.92 trillion as of June 30.
NOT FOR REPRINT
© Arc, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
Immediate Answers to Critical Tax Questions At Your Fingertips
Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts.
Get More InformationRecently Added Q&As
Recently Updated Q&As
What is the temporary “senior deduction” deduction for taxpayers age 65 and over?
Get Answer
Recently Updated Q&As
What is the temporary deduction for auto loan interest?
Get Answer
Recently Updated Q&As
What is the temporary deduction for overtime income?
Get Answer
Recently Updated Q&As
What is the temporary deduction for tip income?
Get Answer
Recently Updated Q&As
What is a high deductible health plan for purposes of an HSA?
Get Answer
Recently Updated Q&As
Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)?
Get Answer
Recently Updated Q&As
What is the CARES Act employee retention tax credit that was available during 2020 and 2021?
Get Answer
Recently Updated Q&As
Who must file a return?
Get Answer