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 Management
Power 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.
- Wealth Planning & Investing
Bringing 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.
- Marketing & Practice Management
It’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.
- Market & Economic Perspectives
Sticker 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?
- 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?
- 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.
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?
- 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.
- Marketing & Practice Management
The 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.
- Wealth Planning & Investing
How 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.
- Culture & Community
Commonwealth 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.
- Marketing & Practice Management
5 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.
- Wealth Planning & Investing
Elevating 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.