Featured Insight
Future-Proof Your Firm: Guiding G2 Advisors on the Path to Partnership
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.
Marketing & Practice ManagementPower Marketing Playbook: 4 Steps to Creating Client Personas
Client personas provide crucial insights into your ideal audience. Learn how you could drive business growth with this powerful tool.
05.11.22Estimated Reading Time: 4 Minutes
Wealth Planning & InvestingBringing the 60/40 Portfolio Back to Life
With the Fed poised to push interest rates higher, and inflation at the highest levels we've seen in decades, investors may be wondering whether the 60/40 portfolio should be abandoned for an alternative approach. Here's an argument in favor of staying the course.
04.22.22Estimated Reading Time: 6 Minutes
Marketing & Practice ManagementIt’s About Time: A Top Commonwealth Advisor on Driving Productivity
Learn how optimizing your efficiency could allow you to spend more time with clients and sustain your firm’s long-term growth.
03.16.22Estimated Reading Time: 6 Minutes
Market & Economic PerspectivesSticker Shock: Assessing the Real Cost of Gas
The headlines are telling us that gas prices have never been higher, but is there more to the story?
03.15.22Estimated Reading Time: 5 Minutes
Market & Economic PerspectivesThe Russian Invasion of Ukraine: A Lesson in Stakeholder Capitalism?
From an investment perspective, could the Russian invasion of Ukraine be a lesson in stakeholder capitalism?
03.04.22Estimated Reading Time: 5 Minutes
Market & Economic PerspectivesWhat Does the Ukraine Invasion Mean for Investors' Portfolios?
With Russia’s attack on Ukraine, the markets are reacting. But history shows the effects could be limited.
02.25.22Estimated Reading Time: 5 Minutes
Featured Topics
- Market & Economic Perspectives
The Russian Invasion of Ukraine: A Lesson in Stakeholder Capitalism?
From an investment perspective, could the Russian invasion of Ukraine be a lesson in stakeholder capitalism?
03.04.22Estimated Reading Time: 5 Minutes
- Market & Economic Perspectives
What Does the Ukraine Invasion Mean for Investors' Portfolios?
With Russia’s attack on Ukraine, the markets are reacting. But history shows the effects could be limited.
02.25.22Estimated Reading Time: 5 Minutes
Marketing & Practice ManagementThe Value of Investing in Your Brand
Whether you’re a small business or a global company, investing in your brand can help you stay relevant—and competitive.
02.23.22Estimated Reading Time: 6 Minutes
Wealth Planning & InvestingHow to Engage the Next Generation of Clients: Promote the Family Meeting
Regular family meetings can foster your clients' long-term goals and the next generation's engagement with your firm.
02.16.22Estimated Reading Time: 5 Minutes
Culture & CommunityCommonwealth Staff Roundup: 43 Ways to Celebrate Black History Month
From books and movies, to TED talks and virtual museums, check out this collection of ways to celebrate Black History Month.
02.09.22Estimated Reading Time: 6 Minutes
Marketing & Practice Management5 Strategies for Creating Lifelong Clients
What’s the key to keeping clients for life? Consider these strategies for deepening your connections and strengthening the groundwork for long-term success.
02.02.22Estimated Reading Time: 5 Minutes
Wealth Planning & InvestingElevating the Financial Security of Your Single Women Clients
Single clients have different financial planning needs than couples do—and this can be especially true for women.
01.26.22Estimated Reading Time: 7 Minutes
