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In the News
As a broker/dealer, it’s our job to work behind the scenes for our
advisors. But once in awhile, we attract attention from the
media. Here’s a selection of articles, news stories, and press releases
to help you learn more about us.
Articles | Press Releases | News Archive
Media Kit
Complete Media Kit
Articles
"Special Report: Practice Management." Chairman and CEO, Joe Deitch featured on cover of Financial Planning magazine.
Financial Planning, 3/08
"Commonwealth FAs Go Back to Class."
Research, 3/08
"A Trend Confirmed?" Advisory fees overtake commission revenues at Commonwealth.
Investment Advisor, 9/07
"Payouts Up, Fees Down at Commonwealth."
Research, 5/07
"Commonwealth Sends Top FAs Back to Class."
Research, 4/07
"The Harvard of Broker-Dealers."
Research, 3/07
"Clear Road Ahead." Commonwealth’s retirement platform keeps advisors compliant with ERISA and PPA.
Investment Advisor, 2/07
"Commonwealth’s Aim: Controlled Growth."
Research Magazine, 12/06
"Culture Management." Pay attention to your firm’s culture, and help shape your future. By Joni Youngwirth
Investment Advisor, 10/06
"Flying Blind." For clients who are corporate insiders with company stock, a blind trust may be their best option. By Gavin Morrissey
Financial Planning, 8/06
"Next Level, Next Generation." New practice management program serves as valuable tool for advisors to grow their staff.
Morningstaradvisor.com, 6/06
Joseph Deitch named one of top 25 most influential people in the financial planning industry, for the third consecutive year.
Investment Advisor, 5/06
"Special Programs Beefed Up at Commonwealth..." The firm’s practice management program nearly doubles revenue growth rate for advisors.
Research Magazine, 4/06
"Breaking Your Vows." Thinking of leaving your B/D? Here are seven pitfalls to avoid when flirting with recruiters. By Bill Miller
Research Magazine, 3/06
"Rep Tech." Does a broker-dealer’s technology help its reps grow
their business?
Financial Advisor, 2/06
"How to Fire a Client." Feelings of guilt can be a barrier to unloading difficult clients. Here are ten ways around that. By Bill Miller
Research Magazine, 2/06
"The Sky is Falling." Can bird flu fears spell disaster for the chicken nugget sector? We all need something to worry about. By Bill Miller
Research Magazine, 1/06
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Press Releases
"Commonwealth Earns Highest Employee Satisfaction Rating"
(11/12/2008)
"ASPBE Awards Commonwealth Business Review High Honors in Editorial, Design"
(08/20/2008)
"Tiburon Study Ranks Commonwealth #1 in 8 Key Technology Areas."
(04/15/2008)
"New Alerts Eliminate Guesswork for Advisors."
(02/26/2008)
"Study Results Confirm Commonwealth’s Practice Management Services Increases Advisor Revenues."
(02/12/2008)
"Commonwealth Ranks Nationally as a Top Place to Work in IT and Among the Five Best Places to Work in Massachusetts."
(07/12/2007)
"Commonwealth Celebrates Fee-Based Milestone with Increased Payout and Enhanced Services."
(03/01/2007)
"Study Results Confirm Commonwealth Financial Network®’s Practice Management Services Increase Advisor Revenues."
(02/13/2007)
"Harvard Business School (HBS) Gives Representatives a Lesson on Service." Commonwealth partners with HBS for Chairman’s Retreat Conference.
(01/29/2007)
"Commonwealth Releases Proprietary Fee-Based Retirement Plan, Preferred Portfolio Services® Retirement Solutions."
(12/19/2006)
"Commonwealth Provides Turnkey Portfolio Management Solution, Preferred Portfolio Services® Select."
(12/13/2006)
"Commonwealth Aligns with NaviPlan to Support Retirement Income Planning Initiative." Commonwealth Financial Network Selects NaviPlan Financial Planning Software.
(09/18/2006)
"Financial Professionals MAP Their Way to Wealth Management Practices." Commonwealth Financial Network introduces WealthMAP®, a proprietary wealth management marketing tool.
(08/07/2006)
"Commonwealth CRM Streamlines Representatives’ Businesses and Enhances Customer Service." Commonwealth Financial Network Introduces Proprietary Contact Management System.
(07/17/2006)
"Commonwealth Advisors Receive Client Prospectus Receipts Online."
(06/29/2006)
"Commonwealth Representatives One Step Closer to a Virtual Office." Commonwealth Financial Network Launches Proprietary Imaging System, Client360°® Documents.
(06/06/2006)
"Clients Access Portfolios Online Using Investor360°®." Commonwealth launches new proprietary client account platform.
(05/30/2006)
"Practice Management at Commonwealth Doubled Advisors’ Revenue Growth Rate." Results of a recent study confirm that Commonwealth Financial Network’s Practice Management services have resulted in increased advisor revenues.
(02/15/2006)
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News Archive
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