InvestmentNews

Commonwealth loses 653 advisors after LPL deal, retention stands around 77%

A new report finds 22.5% of Commonwealth’s advisors left after its sale to LPL Financial, raising questions about whether the ...
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LPL Financial outlines 90% Commonwealth adviser retention target and $425M run rate EBITDA post-integration, driven by record asset growth

Earnings Call Insights: LPL Financial Holdings Inc. (LPLA) Q3 2025 Analysts' sentiment was neutral to slightly positive, with a focus on execution risks in the Commonwealth integration, expense ...
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LPL Financial signals $120M run rate EBITDA target for Commonwealth integration while maintaining 90% retention outlook

Earnings Call Insights: LPL Financial Holdings, Inc. (LPLA) Q2 2025 Rich Steinmeier, CEO, opened by stating, "After an outstanding start to the year, we delivered another quarter of strong business ...
Financial Advisor

LPL On Track To Retain 90% Of Commonwealth Advisors, CEO Says

When LPL Financial announced the acquisition of Commonwealth at the end of March, the ensuing scramble by competitors to get in front of recruitment efforts was positively frenzied. There were the two ...
Seeking Alpha

LPL Financial signals $120M run rate EBITDA target for Commonwealth integration while maintaining 90% retention outlook

Rich Steinmeier, CEO, opened by stating, "After an outstanding start to the year, we delivered another quarter of strong business performance and excellent financial results while continuing to ...