exec
Rich Steinmeier
In network coverage since August 14, 2026 · 7 stories
Network coverage
Recruiting & transitions
LPL cuts Commonwealth retention forecast to 83%
The reduced forecast implies about $51 billion of Commonwealth client assets would leave before the mid-November conversion.
Moves · Oct 21LPL names Ken Hullings head of advisor recruiting
Recruiting & transitions · Aug 18LPL's road to 90% retention runs through smaller Commonwealth books
Deals & PE · Aug 14Cetera, Hightower, IFP, LPL, UBS Add Advisor Teams