KBK Wealth Management is the latest firm to exit the independent broker-dealer following its acquisition by LPL Financial.

SAN DIEGO, Aug. 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (LPLA) (NASDAQ: LPLA), together with its subsidiaries, including LPL Financial LLC, announced the closing of its acquisition of ...

Colorado Springs RIA Summit Wealth Group hired Seamus O'Brien for advisor success and Chelsea Ganey as CIO to support growth ...

Commonwealth Financial Network's approaching acquisition by LPL Financial isn't deterring new recruits, as evidenced by its addition of yet another substantial advisory practice. Processing Content ...

BFG Financial of Kestra has brought on a $150 million advisor duo seeking a succession plan; separately, Raymond James ...

Wealth.com, the leading end-to-end estate planning platform, today announced it has been selected by Commonwealth Financial Network® (“Commonwealth”) as an estate planning solution for its more than 2 ...

Just a day before his firm's completed purchase of Commonwealth Financial Network, LPL CEO Rich Steinmeier said there's been nothing surprising in the small number of advisors who've decided to take ...

WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network ®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, welcomes Rochester, New ...

Commonwealth Financial Network, which agreed to be acquired by LPL Financial in late March, has added a former Osaic team in Saratoga Springs, N.Y. that oversees nearly $230 million in client assets ...

WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network ®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, ranks “#1 in Independent ...

A team who previously managed more than $430 million in client assets has switched firms from Osaic to Commonwealth Financial Network. Patrick Funke & Associates joins the independent network of ...