Advisors with independent broker/dealer Commonwealth Financial are weighing their options from LPL, including any retention offers, even as recruiters blow up their phones and inboxes.
Louis Diamond discusses LPL’s rationale for making the deal, how the two firms' cultures will blend, the prospect of retaining Commonwealth advisors and more.
Walt Bettinger will also remain a co-chair of Schwab’s board of directors while taking on a role at the private equity firm. Last month, former Schwab CFO Peter Crawford also joined CD&R.
Though explosion of plan formation may reignite third-party administrators, the wealth management industry is still not even aware they exist or of their value.
Matt Smith shares how early access programs give advisors the opportunity to test new technology features and provide valuable feedback to shape tools that enhance their daily workflows.
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