- Various executive appointments and past employment details were reported for companies including Cetera Financial Group, Wealth.com, LPL Financial, and Morgan Stanley.
- LPL Financial is acquiring Commonwealth advisors while facing competition from Osaic and recruitment efforts from Raymond James.
Cetera Financial Group is targeting Commonwealth advisors through competitive recruitment efforts, which is managed by Genstar Capital.
1 report, 1 independent
Updated Aug 14
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What happened
Cetera Financial Group is targeting Commonwealth advisors through competitive recruitment efforts, which is managed by Genstar Capital.
Who's involved
What this event is mainly aboutKeep exploring
Part of
LPL Financial is acquiring Commonwealth advisors while facing competition from Osaic and recruitment efforts from Raymond James.Also in this story
- LPL Financial is gaining clients from competitors while operating under the backdrop of FED rate hikes.
- LPL Financial filed claims against former Raymond James advisors, including advisor Robertson.
- Midwest Financial Group and &Partners moved former Commonwealth advisors to Osaic and other firms.
- Payne Financial Consultants, led by David Payne, joined Osaic after moving from LPL Financial.
The entities involved
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Cetera Financial Group
Financial services provider in California, US
Nothing else this week.
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Commonwealth
American nonprofit organization