Deals & Moves: Carson Brings on LPL, Farther Advisors

Published on May 29, 2026

Also, Focus adds a $960M RIA in Indiana, $563M Brooklyn Fi sells a minority stake to Accelerated Wealth Partners and LPL adds a $600M team to its RIA channel.

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Zephyr's Adjusted for Risk: Mastering Energy Market Trends for Portfolio Growth

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Ryan Nauman sits down with Tortoise Capital’s Mark Marifian to discuss why energy belongs in portfolios, rising AI/data-center power demand, and oil’s impact.

LPL Moving Commonwealth Advisors off Advisor360° Tech Platform

May 29, 2026
Commonwealth’s contract between its 2,900 advisors and technology company Advisor360° expires on June 1. Sources say LPL plans to migrate those advisors to its own technology platform post-acquisition.