It’s the latest team to jump from Commonwealth after the independent broker-dealer was acquired by LPL Financial.

The New Hampshire-based group of 12 advisors and 24 employees moves to Raymond James ahead of an end-of-year client ...

Cetera welcomes Rick Bergstrom, a former Commonwealth Financial Network advisor, and his Tallahassee, Florida-based practice, 7G Wealth Management, to its Summit Financial Networks1 community.

Financial Strategies Retirement Partners, a 24-person firm based in Bedford, New Hampshire, has joined Raymond James ...

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

Commonwealth Financial Network operates as an independent broker/dealer serving financial advisors throughout the US. The Waltham-based firm provides affiliation models, marketing support, and ...

WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network ®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of KMJ ...

It is expected that Commonwealth’s approximately 2,900 advisers and their $285 billion in assets will migrate to the LPL platform mid-2026, joining the nearly 29,000 LPL advisers. After rumors of the ...

Commonwealth Financial Network’s 2,900 independent advisors now have access to the AI notetaking technology Zocks, if they want it. The independent broker/dealer has standardized the Zocks Enterprise ...

WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, has initiated a new partnership ...

Peoples & Co. Private Wealth Stewardship, a financial services firm based in Allentown, Pa., that previously was with Morgan Stanley, has joined the Commonwealth Financial Network, a national RIA ...