What Rich Steinmeier confided about Commonwealth deal at Goldman Sachs event was minor for LPL. For Osaic, Cetera, Raymond James and Kestra the unseen deal cost was a major reprieve

A near miss on an aspirational 90% retention target won’t trouble LPL too much behind the scenes, according to Neil Bathon, managing partner of FUSE Research.

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Article published on December 16, 2025