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Savvy Attracts Trio of Commonwealth Teams as LPL Strives for 90% Retention
Yahoo Finance· 2025-11-07 00:40
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. A trio of Commonwealth Financial Network teams totaling nearly $400 million in assets is leaving for Savvy Advisors in the wake of LPL Financial’s acquisition of Commonwealth. It’s the latest defection as LPL strives to meet its goal of retaining 90% of Commonwealth advisors. The moves push Savvy’s total wealth manager count above 100. The teams from Commonwealth include Innovative Financial Solut ...