LPL Shifts The Fight To Fees
For years, recruiting top advisors has been defined mainly by transition offers. Firms have gone to war with record-breaking deals, sometimes paying 300% to 400%
November 7, 2025
What Advisors Can Learn From LPL’s Acquisition of Commonwealth: By the Numbers Edition
In a recent article, LPL Financial announced that it had signed commitments from Commonwealth advisors representing nearly 80% of assets under management, the industry took
November 4, 2025
Your Annual Reminder That Choice Is A Superpower
It’s happened again. Another broker-dealer has decided to exit a channel, leaving advisors to ponder their next move. Stifel Financial recently announced that it will
October 29, 2025
What Baseball’s Wildest Double Play Ever Can Teach Financial Advisors
The Play Everyone’s Still Talking About In Game 1 of the 2025 National League Championship Series, the Dodgers looked ready to break the game open.
October 15, 2025
Under 90 Days to 2026: Are You Positioned for Your Next Move?
There’s an old saying: the best time to start something was two weeks ago. The second best time is right now. If you’ve been thinking
October 6, 2025
When Politics Enters the Room: A Guide for Financial Advisors
Politics and money often intersect in ways that make clients anxious. Policy debates, regulatory shifts, and broader social issues can all spark strong reactions. During
September 30, 2025
