Press and News
Stay in the loop on what's new and noteworthy with our latest stories and press releases.
In the News
Media Coverage
Read the latest features on Commonwealth movers and shakers influencing our industry and ways we're bringing ideas to life.
Commonwealth Financial welcomes $384M trio. As covered by InvestmentNews, “We inevitably chose Commonwealth because of the technology, culture, and leadership,” said Les Benzak of Tupelo Wealth Partners. Read the full article to see what else attracted the firm to Commonwealth. Investment News, 2/28/2024
S&P 500 record highs paper-over Fed risks and bond market signals. Senior equity strategist Rob Swanke discusses inflation's impact on the Fed's decision. MSN, 2/24/2024
Commonwealth Continues Strong Recruiting, Looks for More in 2024. In an in-depth interview with ThinkAdvisor, Becca Hajjar, managing principal and chief business development officer, discusses our second year of record recruiting results and our ambitious 2024 goals. Read more to learn how we’ve prioritized our product offerings and advisor culture to maximize momentum. ThinkAdvisor, 02/14/2024
What advisors should consider before participating in awards season. During award season, opportunities are plentiful. Chief advisor growth officer, Kristine McManus, works through the pros and cons of entering the award pool. Investment News, 2/13/2024
Wealth Managers Work to Deliver 'Seamless' Tech Experiences: Commonwealth Prez. [video] Trap Kloman, president and chief operating officer, shares why data management and creating indispensable experiences for advisors are top priorities among firms. FundFire, 02/06/2024
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.
Tupelo Wealth Partners Joins Commonwealth to Boost Operational Efficiencies and Springboard Growth
Commonwealth Announces Second Year of Record Results with Newly Recruited Assets Exceeding $15.9 Billion
Commonwealth’s Virtual Paraplanning Program Expands Advisors’ Financial Planning Capabilities and Increases Client Support
Commonwealth Expands Model Portfolio Platform to Provide Advisors Greater Choice and Control
Members of the Media
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