Articles and News Stories*

2011

Darren Tedesco: Driving Commonwealth's 'intuitive' tech. Investment News has named Commonwealth’s Darren Tedesco one of the top 20 Individuals of Influence for his contributions to our industry-leading technology platform.
InvestmentNews, 12/11

Tech Survey. Financial Planning's fourth annual Technology Survey cites Commonwealth as the B/D who received the highest satisfaction rating from its advisors.
Financial Planning, 12/11

Commonwealth’s Gavin Morrissey, Tax and Philanthropy Focus: Year-End Giving Made Easy.
AdvisorOne.com, 12/11

Commonwealth’s Joni Youngwirth, Last but Not Least: Focus, Focus, Focus. The latest post in a series on “How do you sell more?”
FPA Practice Management Blog, 12/11

The Boston Globe’s Top Places to Work. Commonwealth ranks 2nd in the Boston Globe’s 2011 rankings of the top 35 medium employers in Massachusetts.
Boston.com, 11/11

Commonwealth Financial Boosts Portfolio Platform for Its Advisors. The updated technology brings together more asset information and daily performance data, including holdings in alternatives assets and assets being custodied at a variety of firms.
AdvisorOne.com, 11/11

Commonwealth Introduces Online Tool for Investors. Commonwealth Financial Network has launched Investor360°, an online tool for investors to view multiple aspects of their portfolio.
PlanAdvisor, 11/11

Commonwealth’s Joni Youngwirth, Aptitude, Attitude, Activity: The Rainmakers’ Trifecta. Looking at the population of rainmakers from the 50,000-foot level, three factors stand out.
FPA Practice Management Blog, 11/11

Commonwealth’s Joni Youngwirth, Outside the Box. The pros and cons of choosing an external successor.
Financial Advisor, 11/11

Investor360° launched by Commonwealth Financial Network. Commonwealth Financial Network has just launched a client portal it calls Investor360°.
InvestmentNews, 11/11

To celebrate our differences. Commonwealth’s Living the Legacy campaign honors the contributions our most tenured women have made to our community.
Boston.com, 11/11

Why I love my job. Boston Globe’s Top Places to Work survey highlights Commonwealth’s Sheila Hancock, senior compliance advisor.
Boston.com, 11/11

Advisor Emporium. Commonwealth launches new management system.
Financial Advisor, 10/11

Commonwealth Financial Network Recruits Summit Financial.
Financial Advisor, 10/11

Commonwealth’s Joni Youngwirth, The Replacements. The pros and cons of choosing an internal successor.
Financial Advisor, 10/11

Commonwealth’s Joni Youngwirth, An Often Overlooked Source of Success. A significant other is critical to an advisor’s success and ultimately to a practice.
FPA Practice Management Blog, 10/11

Commonwealth’s Joni Youngwirth, Want a More Efficient Practice? Examine Your Core Processes. Advisors need to look at their practice from all aspects to identify where they fit into the firm’s processes.
Investment Advisor, 10/11

Commonwealth’s Brad McMillan, It’s Time to Brace for Higher Taxes. When inevitable hike hits, advisors will need strategies for protecting clients’ assets.
InvestmentNews, 10/11

Commonwealth Gains $1.2B Advisory Firm. Summit Financial, led by founder and managing partner Joseph Bonasera, is joining Commonwealth Financial Network.
Plan Adviser, 10/11

Commonwealth Edges Out LPL to Nab the $1.2 Billion Retirement Firm Just Down the Road. Summit Financial wanted greater pension expertise. RIABiz.com, 10/11

Commonwealth’s Gavin Morrissey, CLATs: A Leading Estate Planning Strategy for Wealthy Clients.
AdvisorOne.com, 09/11

Commonwealth Snags Three Securities America Top Producers. Recruiter Elzweig tells AdvisorOne that the firm’s advisor friendliness is key to its coup.
AdvisorOne.com, 09/11

Commonwealth’s Joni Youngwirth, Unchecked Growth. Checklists may seem basic, but they are a simple and practical way to boost your firm’s efficiency.
Investment Advisor, 09/11

Commonwealth Launches Model Management System. Advisors can rebalance hundreds of accounts with a few clicks.
AdvisorOne.com, 08/11

Commonwealth Enhances Its Trading Platform. Commonwealth has officially launched its Commonwealth Model Management System, the firm’s enhanced trading platform for systematically managing and rebalancing client portfolios.
Financial Advisor, 08/11

Commonwealth’s David Juliano, Financial Aid Pie: Getting a Big Slice. More assistance is available for families with means—if you know where to look.
Financial Planning, 08/11

Commonwealth’s Joni Youngwirth, Increasing Revenue: Strategic Approaches for Veteran Advisers.
FPA Practice Management Blog, 08/11

Commonwealth Rolls Out Portfolio Management Platform. Commonwealth developed the Commonwealth Model Management platform to help advisers with systematic managing and rebalancing of client portfolios.
Plan Adviser, 08/11

Commonwealth Plucks 3 Top-Producing Firms from Securities America. Independent BD adds Tonkinson Financial, Capital Wealth Management, and Smallwood Capital.
AdvisorOne.com, 07/11

Commonwealth Financial Offers Forefield Marketing Apps to Its Advisors. Independent BD reps will gain access to educational, CE, and client communications tools at no charge.
AdvisorOne.com, 07/11

Commonwealth Adds Firms from Troubled Securities America.
Financial Advisor, 07/11

Commonwealth’s Joni Youngwirth, The Challenges for Junior Advisers.
FPA Practice Management Blog, 07/11

Commonwealth Offers Advisers Broadridge Solution. Commonwealth has partnered with Broadridge Financial Solutions to offer its advisers access to Broadridge’s Forefield applications.
Plan Adviser, 07/11

Commonwealth’s Joni Youngwirth, The “Secret Sauce” of Success.
FPA Practice Management Blog, 06/11

Commonwealth Financial to Allow Rep Access to Social Media. Third-party vendor will capture and retain data, deliver back to BD’s existing compliance platform.
Investment Advisor, 06/11

Commonwealth’s Revamp of Technology Includes Subtracting Advent. The big IBD wasn’t impressed with the value presented by third-party performance reporting companies.
RIABiz.com, 06/11

Commonwealth’s Gavin Morrissey, Estate Planning: Time Running Out on $5M Gift-Tax Exemption.
AdvisorOne.com, 06/11

Commonwealth’s Joni Youngwirth, What Does a Rainmaker Do? What do advisors do to become top producers? Learn how three successful advisors have grown their businesses dramatically.
Financial Advisor, 05/11

Commonwealth’s Joni Youngwirth, Is Your Business Development Approach a Good Fit?
FPA Practice Management Blog, 05/11

Commonwealth’s Joni Youngwirth, Marketing 101: Answers to 10 Common Questions. The long-term rewards of a good marketing campaign will more than pay for the challenges.
Investment Advisor, 05/11

Commonwealth’s Joni Youngwirth, Be Prepared to Implement Succession Plan. With minimal planning, major complications from unexpected events can be avoided.
Investment News, 05/11

Featuring Commonwealth’s Joe Deitch, The IA 25 All Stars. The all stars’ far-reaching influence has put them on the IA 25 multiple times throughout the years.
AdvisorOne.com, 05/11

Commonwealth Updates Client Management Tool. Commonwealth has made several upgrades to its web-based client management tool, Client360°®.
Plan Adviser, 05/11

Commonwealth’s Joni Youngwirth, To Ask or Not to Ask? Develop an Effective Referral Strategy in a World of Contradictory Advice. It’s not how, who, or when you ask—it’s if.
Investment Advisor, 04/11

Commonwealth Finds Compliant Solution to Interactive Social Media.
Financial Advisor, 04/11

Commonwealth’s Joni Youngwirth, What Makes a Rainmaker? The advisors who represent the cream of the crop in terms of production typically share a similar set of personality traits.
Financial Advisor, 04/11

Commonwealth’s Joni Youngwirth, Motivation and Inspiration: The Secrets of Adviser Success?
FPA Practice Management Blog, 04/11

Commonwealth Offers Social Media Compliance Tool. Commonwealth has partnered with Erado Message Control to offer advisers a social media compliance solution.
Plan Adviser, 04/11

The Commonwealth Way. This independent broker/dealer has made great strides in integrating technology systems into its advisory platform.
Financial Advisor, 03/11

Commonwealth Raises Payouts for Big Advisors and Slashes Trading Commissions.
RIABiz.com, 03/11

Commonwealth Financial Forms Charitable Foundation. The charity organization aims to boost the impact that Commonwealth’s 1,400 advisors have in their communities nationwide.
AdvisorOne.com, 03/11

Commonwealth Launches Charitable Foundation.
Financial Planning, 03/11

Commonwealth’s Bloom on FA Payouts, Giving Back and Consolidation. “What good is it for us to add another couple hundred advisors, if half of them don’t fit,” asks the head of the independent broker/dealer.
AdvisorOne.com, 03/11

Commonwealth Cares: A Foundation for Community Gives Back.
Morningstar, 03/11

Commonwealth’s Scott Schutte, Under the Radar. A little-known change to Social Security rules governing early benefits could hamper retirement planning strategies.
Financial Planning, 03/11

Commonwealth’s Gavin Morrissey, A Wealth Transfer Strategy to Consider Now. Make the lifetime gift before the end of 2012 so more money will go to your heirs.
AdvisorOne.com, 03/11

Tax Planning Advice: Charitable Tax Deductions.
AdvisorOne.com, 03/11

Tax Planning Advice: When Bypass Trusts Still Make Sense.
AdvisorOne.com, 03/11

Tax Planning Advice: Leverage the Estate Tax Exemption.
AdvisorOne.com, 03/11

Commonwealth’s Joni Youngwirth, Marketing Implementation: The Advisor’s Role and the Importance of Delegation. An advisor’s role in marketing is largely strategic.
AdvisorOne.com, 03/11

One B-D’s Secret for Recruiting Top-Producing Advisers.
InvestmentNews, 02/11

Commonwealth Financial to Raise Payouts, Cut Ticket Charges. CEO Wayne Bloom says move reflects importance of fee business to BD.
AdvisorOne.com, 02/11

Commonwealth Boosts Payouts, Drops Ticket Charges.
Financial Planning, 02/11

Commonwealth Boosts Payout, Trims Charges on Fee-Based Assets.
Financial Advisor, 02/11

2011 Will Be Big BD Recruiting Year, Says Commonwealth’s Daniels.
AdvisorOne.com, 01/11

Commonwealth’s Gavin Morrissey, New Tax Law Offers Unprecedented Planning Opportunities. Wealth managers can help clients take advantage of this short, but clear, tax-planning window.
AdvisorOne.com, 01/11

2010

The New Client360° Brings It All Together. Central to Commonwealth’s updated platform are householding and better tool integration.
InvestmentNews, 12/10

Commonwealth Highlights Quality Service, Technology at Its ’10 National Confab
Research, 12/10

Commonwealth’s Joni Youngwirth, Practice Management: Start Succession Planning Early. Preparing well in advance of transition creates safety net, cuts stress.
InvestmentNews, 12/10

Commonwealth Ranked Best Place to Work for Women. Firm provides more opportunities for senior-level positions for women.
AdvisorOne.com, 11/10

Commonwealth Ranked #2 Among Midsize Companies in Massachusetts by the Boston Globe. The firm also ranked #1 in Diversity and Opportunities for Women.
Boston Globe, 11/10

Commonwealth Financial Network Employees to Deliver Caps to Cancer Patients.
Boston Globe, 11/10

Commonwealth’s Joni Youngwirth, Calling All Advisors. Recruiting new practitioners and potential successors is tough, but it helps to have a system.
Financial Planning, 11/10

Commonwealth’s Joni Youngwirth, Out of Balance. Should our industry take proactive steps to increase its number of women?
Financial Advisor, 11/10

Commonwealth’s Joni Youngwirth, Guidelines for Good Delegation.
Solutions magazine, 11/10

Commonwealth’s Scott Schutte, Blindsided. If you’re serving a disabled person or family member, you should learn all you can now to prevent heartache later.
Financial Planning, 11/10

Advisors Rate the B-Ds: Who’s #1? Commonwealth scores highest among independent advisers.
InvestmentNews, 10/10

Commonwealth Financial Network: What Advisers Think. Commonwealth ranks highest in overall satisfaction in J.D. Power and Associates’ Independent Advisor Satisfaction survey.
InvestmentNews, 10/10

At Commonwealth, J.D. Power Award Won’t Change Recruiting Process. BD’s culture won’t be sacrificed for growth, says recruiting director Daniels.
Quotes by Andrew Daniels.
AdvisorOne.com, 10/10

Commonwealth, Others Recognized. Commonwealth Financial Network has received the J.D. Power and Associates 2010 Independent Financial Advisor Satisfaction Award for having perfect scores across five different categories.
Financial Advisor, 10/10

Commonwealth’s Joni Youngwirth, Thoughts from the Conference: Financial Advisers, Where Are You?
FPA Practice Management Blog, 10/10

Commonwealth’s Gavin Morrissey, Estate Planning: A Trust for Your Personal Residence. Under the right circumstances, wealth transfer via a personal residence would be smart.
AdvisorOne.com, 10/10

Commonwealth’s Brad McMillan,
Real-World Metrics Offer Clues to Economy.Valuable gauges of employment and consumer spending can be found all around you.
InvestmentNews, 9/10

Commonwealth’s Joni Youngwirth, Vision Statements Benefit Advisor Firms. They can serve as a starting point for building a successful corporate strategy.
InvestmentNews, 9/10

Commonwealth’s Joni Youngwirth, Still the Minority. Here’s how four female advisors have overcome traditional barriers in the financial advisory profession.
Financial Advisor, 9/10

Commonwealth’s Joni Youngwirth, Do Your Clients Need a Dose of Verbal Ipecac?
FPA Practice Management Blog, 9/10

Wealth Management Psych Out. Behavioral finance has moved from theory to practice, informing tools and techniques for connecting with wealthy clients.
Quotes by Commonwealth’s Kol Birke
Financial Planning, 9/10

Commonwealth Takes the Top Spot. In our B/D survey history, Commonwealth has the most wins. Why?
AdvisorOne.com, 9/10

Commonwealth’s New Marketing Plan: Giving Advisors Communications Toolkit. Quotes by Joni Youngwirth and Commonwealth advisors John Weibler and Jim Weiss
Research, 8/10

Commonwealth’s Scott Shutte, Ditch the Declination. Are you avoiding necessary conversations about life insurance by opting for a declination letter? Are you really managing your clients’ risks?
Financial Planning, 8/10

Commonwealth’s Joni Youngwirth, School Days, School Days.
FPA Practice Management Blog, 8/10

Commonwealth’s Joni Youngwirth, Details Speak: What Do They Say About You?
FPA Practice Management Blog, 8/10

Broker/Dealer Marketing: Finding Their Voice. Commonwealth featured as a leading Practice Management provider.
Financial Advisor, 8/10

Commonwealth’s Kol Birke, The Retirement Question Is the Answer
Boomer Market Advisor, 7/10

Commonwealth’s Gavin Morrissey, Estate Planning: Interest Rate Drop Enhances Wealth Transfer Opportunities. With the AFR near historical lows, wealth transfer beckons; for GRATs, act before the estate tax kicks in again.
Wealth Manager, 7/10

Commonwealth’s Joni Youngwirth, Why Aren’t There More Women in the Industry?
FPA Practice Management Blog, 7/10

Guaging Broker/Dealer Service: How You Can, Why You Should. Commonwealth recognized for exceptional service.
AdvisorBiz.com, 7/10

100 Best Places to Work in IT 2010. Commonwealth ranks #9 in the small category (less than 2,500 employees) and #74 overall.
Computerworld, 6/10

Commonwealth’s Gavin Morrissey, Preparing for the Coming Tax Increases. With increases looming, wealth managers need to help clients be aware and plan for the inevitable.
Wealth Manager, 6/10

Commonwealth’s Joni Youngwirth, Managing the Transition. Here are some real-life examples of what can happen when you sell your advisory practice.
Financial Advisor, 6/10

Commonwealth’s Alicia Nisberg, Taking Your Career to New Heights with CIMA®.
IMCA Education & Training Leader, 6/10

Commonwealth’s Joni Youngwirth, The Price of Perfection.
FPA Practice Management Center Blog, 6/10

Thirty for Thirty. Chairman Joe Deitch honored as one of the 30 most influential individuals in and around the planning profession over the last three decades.
Investment Advisor, 5/10

Commonwealth Financial Network, Waltham, Massachusetts & San Diego, California visits Los Niños del Capitán in Cabo San Lucas
Los Cabos News, 5/10

Commonwealth Financial Network Releases Updated CMS for Advisors. New version adds two-way wireless synchronization to technology platform.
Investment Advisor, 5/10

Commonwealth’s Joni Youngwirth, What’s Your Niche?
FPA Practice Management Center Blog, 5/10

Commonwealth’s Gavin Morrissey, Bull Run in Equities Ignites Charitable Planning Opportunities. The resurgence in capital gains makes planning easier.
Wealth Manager, 5/10

Commonwealth’s Scott Schutte, They’ve Got Options. More clients are being awarded stock options again, so now’s the time to add stock option planning to your menu of services.
Financial Planning, 5/10

Commonwealth Financial Updates CMS; Improves Info Flow for Advisors. Along with the CRM contact management system, Commonwealth offers its 1,300 independent registered representatives a client management portal, Client360°.
Research, 5/10

Commonwealth’s Joni Youngwirth, Becoming a Best Place to Work*.
Financial Planning Association Practice Management Center, 4/10

New Toolkit Helps Advisors Build Business*. Four-Corner Marketing is chockablock with tools to run an effective marketing campaign. 
Wealth Manager, 4/10

Commonwealth Financial Lets Advisers Widgetize Their COMMunity Link Pages*
InvestmentNews, 4/10

Commonwealth’s Ethan Young, Understanding New Amendments to FINRA Rule 2821* (p. 14)
Annuities in Financial Planning, 4/10

Commonwealth’s Joni Youngwirth, Be Prepared*. What to consider when thinking of selling your practice.
Financial Advisor, 4/10

Commonwealth’s Joni Youngwirth, The Emotional Side of Transition*. Retiring or scaling back from your practice can be unsettling. Here’s what you can do to ease the transition.
Financial Advisor, 4/10

Commonwealth’s Joni Youngwirth, Soapbox: Solo or Ensemble? What’s Best for You?*
Investment Advisor, 4/10

Commonwealth’s Gavin Morrissey, Top 10 Estate Planning Techniques*
AdvisorBiz.com, 4/10

Commonwealth’s Joni Youngwirth, Are You a Best Place to Work?*
Financial Planning Association Practice Management Center, 3/10

Commonwealth’s Gavin Morrissey, Estate Planning in Uncertain Times* To high-net-worth clients, the death of the estate tax may sound too good to be true.
Wealth Manager, 3/10

Commonwealth’s Brad McMillan, Experts Corner: The Use of Gold in Portfolios* Improving performance by adding precious metals.
Investment Advisor, 3/10

Commonwealth’s Gavin Morrissey, Could the Roth Conversion Be an Estate Planning Opportunity?* For best results, use before December 31, 2010.
Wealth Manager, 2/10

Commonwealth Financial Launches Unified Account Program*
Wall Street Journal, 1/10

Commonwealth Financial to Match Haiti Relief Donations From B/D’s Staff and Advisors*
Investment Advisor, 1/10

Commonwealth’s Tere D’Amato, Expert’s Corner: Acing Financial Aid Planning* With portfolios still poorer, how to advise clients with college aid needs.
Investment Advisor, 1/10

Commonwealth’s Gavin Morrissey, Estate Taxes and the Carryover Basis* Planning for income in respect of a decedent continues in light of estate tax repeal.
Wealth Manager, 1/10

2009

Commonwealth’s Gavin Morrissey, Income Tax Planning with Pooled Income Funds* Another way to give, and live, well—reaping tax benefits along the way.
Wealth Manager, 12/09

Commonwealth’s Tere D’Amato, Expert’s Corner: Look Before You Give* Weighing the pros and cons of charitable gift annuities.
Investment Advisor, 12/09

Commonwealth’s Joni Youngwirth, Do You Put a Business in Writing Each Year?*
FPA Practice Management Center Blog, 12/09

2009 Software and Technology Survey* Independent reps have been telling us for years that Commonwealth leads in technology, and the survey numbers agree.
Financial Planning, 12/09

Commonwealth Financial & Advisors Give, Grow*
Research, 12/09

Commonwealth: ‘Record 2009 Recruiting;’ New FA-Revenue Tops $60 Million* Commonwealth’s average revenue per new, or recruited, advisor increased 40 percent year-over-year, reaching $350,000 in gross dealer concessions (GDC).
Research, 12/09

Commonwealth’s Scott Schutte, A New Game Plan* In Monopoly, players accumulate as much real estate/equity and cash as possible while forcing fellow players into financial hardship and bankruptcy. But if you look beyond these cutthroat objectives, you may find lessons you can apply to your business and your clients.
Financial Planning, 11/09

Commonwealth Employees Knit for a Purpose*
Boston.com, 11/09

Commonwealth’s Gavin Morrissey, Leverage in Life—and Death* Sometimes paying life insurance premiums with borrowed money can pay off.
Wealth Manager, 11/09

Commonwealth’s Joni Youngwirth, Expert’s Corner: Bringing Structure to Discussions* A structured discussion process can help you make better decisions.
Investment Advisor, 11/09

Commonwealth’s Scott Schutte, A New Game Plan*
Financial Planning, 11/09

“Commonwealth Rolls Out Retirement Consulting Program”* The broker/dealer’s retirement program gives advisors access to the retirement marketplace and lets them offer plan-sponsor and participant-level advice.
Research, 10/09

Commonwealth’s Joni Youngwirth, “Today’s Struggles Are Tomorrow’s Strengths”* A crisis is a terrible thing to waste; advisors are encouraged to learn and improve from the economic downfall.
Solutions, 10/09

Commonwealth’s Joni Youngwirth, “Getting the Max from a Conference”* Maximize the time spent at a conference to yield a healthy ROI when you get back to your office.
FPA Practice Management Center Blog, 10/09

Commonwealth’s Scott Schutte, “Generational Transfer”* By starting slow and passing along lessons, the next generation can learn from turbulent times.
Financial Planning, 10/09

Commonwealth’s Gavin Morrissey, “Why Now Is a Good Time to Review Clients’ Charitable Giving Strategies, Especially Private Foundations”* Advisors should take the opportunity to look back at previously implemented charitable planning and explore new strategies for prospects.
Wealth Manager, 10/09

Commonwealth’s Gavin Morrissey, “Are There Still Wealth Transfer Opportunities for Clients?”* GRATs can help clients move forward, even now.
Wealth Manager, 09/09

Commonwealth’s Brad McMillan, “Making 20 years of hindsight pay off”* Applying the lessons of the markets in 2000 and 2009 will help advisers avoid the same mistakes.
InvestmentNews, 09/09

Commonwealth Offers Retirement Plan Consulting*
Financial Advisor, 09/09

Commonwealth Advances Fiduciary Education for Advisors*
Financial Planning, 09/09

Wagner Law Group Endorses Retirement Plan Consulting Program*
MarketWatch, 09/09

Commonwealth’s Joni Youngwirth, “Steps to lure clients to your practice.”* With clients anxious to switch advisors, it’s a good time for prospecting through referrals.
InvestmentNews, 08/09

Commonwealth’s Tere D’Amato, “Seeing Clearly Now.”* Financial turmoil makes it a perfect time to breathe new life into estate plans.
Financial Advisor, 08/09

Commonwealth’s Tere D’Amato, “Time to Talk Insurance.”* Get over your reluctance to talk to clients about their coverage.
Investment Advisor, 08/09

“Commonwealth scoops up three teams managing $1.25B.”* Groups hail from B/D networks on the block.
InvestmentNews, 07/09

“10 Questions for: Wayne Bloom.”* Interview with Wayne Bloom
Boomer Market Advisor, 07/09

“Best Practices From Top Planners and Experts.”* Featuring
Joni Youngwirth
Solutions, 07/09

Commonwealth’s Gavin Morrissey, “Heading for the Exit.”* An ESOP can ease the pain of departure for a business owner, while acting as a great motivator for employees.
Wealth Manager, 07/09

Commonwealth’s Scott Schutte, “Lesson Plans.”* By helping your clients transfer their own financial wisdom to their children, you can create a new generation of responsible investors.
Financial Planning, 07/09

Commonwealth’s Tere D’Amato, “When A Sure Thing Goes Bust.”* Stranger-owned life insurance comes home to roost.
Investment Advisor, 07/09

Commonwealth’s Brad McMillan, “Is modern portfolio theory dead?”* Advisers seem to think so, but a close examination shows the idea worked well.
InvestmentNews, 07/09

“Commonwealth Adds Portfolio with Alternative Asset Classes.”* Commonwealth Financial Network announced the addition of three portfolios with alternative asset classes to its lineup of in-house managed portfolios.
Plan Adviser, 06/09

“San Diego Business Journal’s Best Places to Work 2009.”* Commonwealth ranked the #1 midsize company in San Diego.
San Diego Business Journal, 05/09

“Boston Business Journal’s Best Places to Work 2009.”* Commonwealth ranked the #6 midsize company in Boston.
Boston Business Journal, 05/09

“Computerworld 100 Best Places to Work in IT 2009.”* Commonwealth ranked the #4 best place to work for IT professionals in the small category (companies with less than 2,500 employees) and #10 in training.
Computerworld, 06/09

Commonwealth’s Cynthia Jeffries, “A silver lining in client claims.”* The increase in claims has given you a golden opportunity to increase your number of contacts with clients and to take a concentrated look at their entire investment pictures.
Boomer Market Advisor, 06/09

Commonwealth’s Gavin Morrissey, "At Home or Abroad?"* Choosing a trust strategy to protect client assets from creditors or lawsuits is a complex area of the law.
Wealth Manager, 06/09

Commonwealth’s Brad McMillan, “How deep is the investment canyon?”* One analysis suggests the Dow could hit bottom at 4,000 and the S&P 500 at 400.
InvestmentNews, 06/09

“Stepping It Up.”* Broker/dealers are enhancing the technology they offer to advisors.
Financial Advisor, 06/09

“Making over Boys and Girls Club.”* 70 Commonwealth advisors and home office employees help out with a project at the Boys and Girls Club in Paukukalo, Hawaii. 
The Maui News, 05/09

Commonwealth’s Joni Youngwirth, “Why Set Goals?”* Setting goals, and carefully measuring your progress toward them, is more important than ever.
Investment Advisor, 05/09

“Commonwealth Shares Growth Strategies.”*
Research, 05/09

Commonwealth’s Gavin Morrissey, “A Family Investment.”* Wealthy clients want their heirs to inherit their values, as well as their wealth.
Wealth Manager, 05/09

“Advisors with Heart.”*, featuring Commonwealth advisor John Ledford.
Registered Rep, 05/09

Commonwealth’s Joni Youngwirth, “How to Select a Consultant.”* There are times when advisors find using a consultant helpful, but there are a wide range of consultants and services to consider.
Solutions, 05/09

“The Long View.”* Commonwealth advisor Debra Brede looks at how markets have behaved in the past to help convince clients that things will get better—eventually.
Investment Advisor, 04/09

“Simply Indispensable .”* Hands-on leadership is the style of Wayne Bloom, Commonwealth’s new CEO.
Research, 04/09

Commonwealth’s Gavin Morrissey, “Losing Your Concentration.”* Diversifying a portfolio may be more important than ever.
Wealth Manager , 04/09

“Believe it. ”* Q&A with Commonwealth advisor, Jeff Karelis, on using annuities in retirement planning for boomer clients.
Boomer Market Advisor, 04/09

“Business Challenges .”* Round table with Andrew Daniels.
Transitions, 04/09

“The Commonwealth Case Study ”*
Investment Advisor, 03/09

“Changing of the Guard, Sort of.”* Wayne Bloom’s accession at Commonwealth signals business as usual for the independent broker/dealer, with a twist.
Investment Advisor, 03/09

Commonwealth’s Gavin Morrissey, “Timing May Not Be Everything.”* It’s just as important to know which assets don’t belong in a charitable remainder trust.
Wealth Manager, 03/09

Commonwealth’s Joni Youngwirth, “PR for Planners.”* Strategies for gaining credibility and getting results.
Practice Management Solutions, 03/09

Commonwealth’s Joni Youngwirth, “Building Improvement into Business Plans.”* A systematic approach allows advisors to adapt to change in a straightforward fashion.
InvestmentNews, 03/09

“Tech Tools for a Tough Economy.”* Hard times demand that you make your practice smarter, faster, and more efficient. Your custodian or broker/dealer may have the software you need to do the job and at the right price—free or close to it.
Financial Planning, 03/09

Commonwealth’s Scott Schutte, “The Best Defense"* With assets down and clients expecting planning services, it may be fairer to them—and to yourself— to charge based on a pricing menu.
Financial Planning, 02/09

Commonwealth’s Gavin Morrissey, ”A Noteworthy Strategy.”* In our current economic climate, self-cancelling installment notes present an opportunity to shift assets to family members at low cost.
Wealth Manager, 02/09

“Got Game?”* Commonwealth’s Joni Youngwirth describes how a simple, four-page plan can keep you in the game, regardless of the economic and financial weather.
Investment Advisor, 01/09

Commonwealth’s Gavin Morrissey, “A Silver Lining.”* The proper wealth transfer vehicle can ease the road to preservation.
Wealth Manager, 01/09

Commonwealth’s Joni Youngwirth, “What’s Getting in the Way of Your Succession Plan?”* Advisors typically don’t have an agreement in place to transition their biggest asset: their own business.
Boomer Market Advisor, 01/09

“Commonwealth Taps Bloom as New CEO”*
InvestmentNews, 01/09

“At the Bell: Bloom Replaces Deitch as Commonwealth CEO”*
InvestmentNews, 01/09

“Commonwealth Names New CEO”*
Financial Advisor, 01/09

“Bloom Tapped as CEO at Commonwealth”*
On Wall Street, 01/09

“Bloom Named CEO at Commonwealth”*
PlanAdviser, 01/09

“Biz Buzz: Commonwealth Financial Network”*
The Boston Globe, 01/09