The Penalty Box Is Real—And It’s Costing Advisors Big Money
At 3xEquity, we spend a lot of time helping financial advisors understand—and maximize—the transition packages available when moving to a new broker-dealer. These “one-time” deals
At 3xEquity, we spend a lot of time helping financial advisors understand—and maximize—the transition packages available when moving to a new broker-dealer. These “one-time” deals
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