Follow The Money (Again): What 5 More Recent Moves Tell Us About Transitions In 2025
When we last looked at recent advisor transitions, we saw strong signals that the market for moves was heating up. Fast forward a few months,
When we last looked at recent advisor transitions, we saw strong signals that the market for moves was heating up. Fast forward a few months,
The LPL–Commonwealth deal has set off a full-blown feeding frenzy across the industry. Commonwealth’s nearly 2,900 advisors — long known for high client satisfaction and
In football, some of the most electrifying plays don’t happen at the moment the ball is caught — they happen after the catch. That extra
What if one small change could unlock outsized performance? Major League Baseball is asking that question right now, thanks to a quirky new innovation called
Update: The deal is done. LPL Financial has officially announced its acquisition of Commonwealth Financial Network, confirming the speculation that’s been swirling throughout the industry
Over the past month, more than $3.7 billion in client assets and millions in annual revenue have moved between firms. From Alaska to California, and
© 2024 3xEquity, LLC. All rights reserved
Transition packages from top regional and national broker-dealers like LPL, Ameriprise, Wells Fargo, RBC, Cetera, Dynasty, UBS, and more.