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LPL Financial: Ma Activity
LPL Financial is migrating Commonwealth Advisors (2,900 advisors post-acquisition) off Advisor360° platform to LPL's own technology platform
Source: discovered:wealthmanagement.com
The leadership read
Consolidation shifts the leadership question from growth to integration. For LPL Financial in Financial Services, the demand moves toward transformation and integration leaders who can merge teams, systems and cultures without losing momentum. Across Americas, watch whether the integration is properly resourced; deals are won or lost the year after they close.
Market context: Against a Talent Market Index of 105.8 (Hot) (down 2.3 month-on-month), Americas is at rising (+2.4pts) on signal share.
LPL Financial: 4 signals in the last 90 days; 0.4% of MitchelLake's Asia signal flow; 6 tracked across 103 days.
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