Deals
Despite missing asset goal, LPL points to silver linings in Commonwealth deal
Financial ADVSRRead our full story: LPL expects to keep 83% of Commonwealth client assets →Although acknowledging that they won't hit their goal of retaining 90% of the assets Commonwealth Financial Network had at the time of its acquisition, LPL executives say the deal is living up to its promise in most other ways.
Summary as published by Financial Planning
More on LPL Financial
LPL Financial hub →WealthManagement.com · Oct 28, 1:06 PM ET
LPL Lowers Commonwealth Asset Retention to 83%Citywire RIA · Oct 28, 12:07 AM ET
LPL revises Commonwealth retention rate to 83% ahead of November conversionAdvisorHub · Oct 27, 12:41 PM ET
LPL Trims Commonwealth Retention Forecast to 83%InvestmentNews · Oct 26, 2:35 PM ET
Another ex-LPL Financial advisor in trouble, this time in Iowa
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