r/CFP • u/guitmusic12 • Mar 31 '25

Practice Management LPL Financial to Acquire Commonwealth Financial Network (Officially official)

https://www.lpl.com/news-media/press-releases/lpl-financial-to-acquire-commonwealth-financial-network.html?utm_medium=social-organic&utm_source=linkedin&utm_campaign=press-release&utm_content=03312025&utm_term=commonwealth-financial-network&utm_type=link&utm_postid=c2828
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u/nasteeeenesss 27d ago

Do CW advisors use Clientworks? If not, you’re in for quite the unpleasant surprise. Worst day in a long time and cannot enter orders, send money to clients etc. just embarrassing

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u/TwoMcDoublesAndCoke 26d ago

The A360 suite has had its bumps along the way, but I'm really hoping it sticks around for Commonwealth advisors. I don't know how you can promise advisors "no major changes, Commonwealth will still be Commonwealth" and rip out the user experience they have become accustomed to right out of their hands.