Legacy Builders

InvestingBusiness1 episode

The Legacy Builders for Financial Advisors podcast is designed for independent financial advisors who want to do more than just build a practice. They want to build, live, and leave a lasting for their clients, their staff, and their family. Join us each week as podcast host, Anthony Whitbeck, CEO with Advisor Legacy, interviews subject matter experts, industry insiders, and other advisors. He'll dive deep on a wide range of topics from driving growth, learning to lead, building Nextgen talent, serving clients, planning your succession, and more. Filled with both strategic and tactical advice, each episode will help advisors make...Show more

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$2.7B Shake-Up: LPL Swallows Commonwealth

11 min 53 sec

On August 1, 2025, LPL Financial finalized its $2.7 billion acquisition of Commonwealth Financial Network — a landmark consolidation in the wealth management industry. In this episode, we explore what this deal means for advisors, clients, and the future of independent broker-dealers. Topics include: LPL’s strategy to leverage scale, technology, and capital. Commonwealth’s advisor-centric culture and why many fear its dilution. The impact on advisors nearing retirement, succession planning, and valuations. What this acquisition signals about broader consolidation trends in wealth management. Whether you’re an advisor navigating transition or simply tracking industry shifts, this episode offers insights into one of the most influential deals shaping the future of financial advice.

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