Andrew Daniels

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  Morgan Stanley Adds 4 Wells, JPMorgan Reps; Commonwealth Grabs 9 LPL Advisors

  By Janet Levaux, AdvisorOne  |  February 4, 2013

  The reps are expected to bring over more than $430 million to the wirehouse, with some $250 million coming over to the independent broker-dealer.

• Commonwealth Outlines ‘Glide Path’ at Meeting

  By Janet Levaux, AdvisorOne  |  November 21, 2012

  Gathered at their national conference in San Antonio in early November, Commonwealth Financial executives said they plan to give financial advisors more official options in how they do business with the independent broker-dealer, starting in the second quarter of 2013.

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  Commonwealth’s Bloom on Acquisitions: Firm Is Open, but Cautious

  By Janet Levaux, AdvisorOne  |  November 5, 2012

  The independent broker-dealer's CEO says the firm is quite strict about what types of advisors and business it wants to add as it moves toward becoming a $1 billion firm.

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  Commonwealth to Roll Out More IA Options in Early ’13

  By Janet Levaux, AdvisorOne  |  November 5, 2012

  The independent broker-dealer believes more flexibility on affiliation will help it attract more breakaway brokers and give its advisors and prospects more options.

• Going Independent?

  By Nancy Miller  |  August 23, 2012

  Going independent? Already selected your new venue? Then you’ve already made some very big decisions about making a change and the kind of change you want.

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  Commonwealth Grabs $100M Ex-LPL Team in California

  By Janet Levaux, AdvisorOne  |  July 30, 2012

  For the first six months of 2012, the broker-dealer has added about $20 million in yearly fees and commissions with some 50 advisors.

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  Commonwealth Adds Three Kansas Firms to Fold With $375 M in Assets

  By John Sullivan, AdvisorOne  |  June 7, 2012

  Commonwealth Financial Network announced Tuesday that it has added three independent financial services firms located in Overland Park, Kan.

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  2011 Will Be Big BD Recruiting Year, Says Commonwealth’s Daniels

  By James J. Green, AdvisorOne  |  January 31, 2011

  Andrew Daniels, Commonwealth's recruiting chief, argues that with LPL going public, his firm will particularly benefit from movement of BD reps in 2011.

• Commonwealth Highlights Quality Service, Technology at Its ’10 National Confab

  By Janet Levaux, AdvisorOne  |  December 1, 2010

  (Phoenix) Some 750 financial advisors affiliated with Commonwealth Financial Network, along with 650 other guests and staff members, gathered in Phoenix at the JW Marriott...

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  At Commonwealth, J.D. Power Award Won't Change Recruiting Process

  By James J. Green, AdvisorOne  |  October 26, 2010

  Andrew Daniels says he tells his recruiters "all the time" that Commonwealth Financial remains a "work in progress" despite its many honors, including a J.D. Power award.