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Commonwealth CIO, Brad McMillan.
Read the latest features on Commonwealth movers and shakers influencing our industry and ways we're bringing ideas to life.
Commonwealth’s McMillan: “The risk is in the Mag 7” and growth stocks. Commonwealth CIO Brad McMillan joined Money Life with Chuck Jaffe to share his two cents on why he’s not expecting a recession. Money Life with Chuck Jaffe, 09/18/2025
Scaling Intimacy: Five Ways to Build Stronger Client Bonds Through Smart Tech Habits. In his recent Journal of Financial Planning article, Patrick Daniel, vice president of advisor digital solutions, shares his thoughts on the power of technology-fueled personalization. Journal of Financial Planning, 09/16/2025
Investors Seek Fed’s View of Shaky Labor Market as Rate Cut Looms. Chris Fasciano, chief market strategist, explains how recent stability in trade and fiscal policy has moved the Fed back into focus for many investors. Reuters, 09/12/2025
Get out of the office to grow your practice. In her latest InvestmentNews article, Kristine McManus, CRPC®, chief advisor growth officer, discusses how getting outside the office can be the key to growth and offers tips for creating an experience clients and prospects will never forget. InvestmentNews, 09/12/2025
An Advisor’s Edge in the Age of AI. Patrick Daniel, vice president of advisor digital solutions, explains when AI technology is used effectively, it allows advisors to focus more on the one thing AI can’t replicate: the relationship they have with clients. ThinkAdvisor, 09/03/2025
Turning conversations into clients: Attract prospects and gain new clients with these five strategies. In her latest for InvestmentNews, Kristine McManus, CRPC®, chief advisor growth officer, unpacks how close listening and consistent networking can keep your name top-of-mind and increase your referral pipeline. InvestmentNews, 08/19/2025
Stifel and Commonwealth Lead J.D. Power’s 2025 Advisor Satisfaction Rankings. As reported in Barron’s Advisor, J.D. Power released its 2025 U.S. Financial Advisor Satisfaction Study℠, and Commonwealth ranked “#1 in Independent Advisor Satisfaction Among Financial Investment Firms” for the 12th consecutive time, with a score of 834 on a 1,000-point scale. Barron’s, 07/16/2025
Why These Commonwealth Advisors Are Happily Giving LPL a Chance. Three Commonwealth advisors recently sat down with ThinkAdvisor for a candid conversation about why they’ve chosen to trust their businesses with Commonwealth and LPL Financial. ThinkAdvisor, 07/10/2025
Commonwealth picks up $430M husband and wife team from Osaic. Patrick Funke & Associates recently shared with InvestmentNews how their firm has already saved time since moving to Commonwealth and what he looks forward to with the added support from the LPL partnership. InvestmentNews, 06/24/2025
Looking for insights on industry hot topics? Check out Commonwealth CIO Brad McMillan's blog.
Press Room
Latest Press Releases
Here's news that's worth spreading.
Wirehouse Advisors Seeking Independence Join Commonwealth Affiliate Union Street Financial
Service Excellence Propels Commonwealth to Twelfth Consecutive #1 Ranking from J.D. Power for Independent Advisor Satisfaction
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