Featured Insight
The Autopilot Advantage: 3 Retirement Plan Design Features to Know About

Business Insights for Independent Financial Advisors
Read up on topics ranging from practice management and marketing, to financial and estate planning, to information security, and more.
- Cybersecurity & Enterprise Risk
Identifying Emerging Risks Can Help You Future-Proof Your Firm
What do you do when a risk suddenly becomes a reality? Identifying emerging risks should be part of any financial advisor’s business strategy and resilience planning. Here's how to develop a plan to prepare for whatever the future may bring.
- Marketing & Practice Management
Behind the Scenes: How These Advisor Brand Stories Came to Life
Your advisor brand plays a key role in building your business and attracting new clients. See how two advisors partnered with us to build custom brands that tell their stories and capture their unique expertise.
- The Fee-Only Advisor
How to Meet Investment Adviser Code of Ethics Requirements
Learn what to include in your firm's investment adviser code of ethics, so you can stay compliant with SEC regulations and continue meeting your fiduciary obligations to clients.
- Wealth Planning & Investing
Strengthen Your Business with Financial Planning for Millennial Women
According to Boston Consulting Group, 70 percent of millennial women take the lead when making financial decisions. But are they making the right ones? Learn how you can support their financial future while growing your firm.
- Marketing & Practice Management
Want to Drive Long-Term Growth? Hiring an Associate Advisor Could Be the Key
While adding assets can drive short-term growth, hiring an associate advisor could be the key to sustainable growth, scale, and your firm's lasting legacy.
- Market & Economic Perspectives
2023 Midyear Market and Economic Outlook: Cutting Through the Noise
The markets and economy did better in the first half of 2023 than many expected them to. Will the same hold true over the second half of the year? Commonwealth's analysts look at the data and lay out what we can expect on the road ahead.
Featured Topics
- Marketing & Practice Management
Want to Drive Long-Term Growth? Hiring an Associate Advisor Could Be the Key
While adding assets can drive short-term growth, hiring an associate advisor could be the key to sustainable growth, scale, and your firm's lasting legacy.
- Market & Economic Perspectives
2023 Midyear Market and Economic Outlook: Cutting Through the Noise
The markets and economy did better in the first half of 2023 than many expected them to. Will the same hold true over the second half of the year? Commonwealth's analysts look at the data and lay out what we can expect on the road ahead.
- Marketing & Practice Management
The M&A Journey: Selling Your Financial Advisory Firm
How do you prepare for selling your financial advisory firm? Reaching your desired destination means mapping out your journey well before your exit date.
- Wealth Planning & Investing
Avoiding Common Charitable Planning Mistakes: A Guide for Advisors
A poorly executed charitable giving strategy can undermine the impact of your clients' gifts. Brush up on common mistakes clients make and learn what you should advise them to do instead.
- Wealth Planning & Investing
Helping Your Clients Plan for the Sunset of the TCJA
What do your clients need to do to plan for the sunset of the TCJA? Understanding the key tax code provisions headed for expiration is a good place to start.
- Marketing & Practice Management
From Strategy to Action: Building a Client Segmentation and Service Model
Does it feel like you and your staff are at capacity? Segmenting clients and mapping out services to deliver to each tier can help you redirect your energy toward the right people and activities—and create room for growth.
- Wealth Planning & Investing
Navigating HNW Family Dynamics: It’s Time for Advisors to Get Personal
Poor communication among family members can derail even the best-laid financial plans. Learn strategies for navigating high-net-worth family dynamics and help your best clients preserve their wealth for generations to come.