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Commonwealth CIO, Brad McMillan.

Read the latest features on Commonwealth movers and shakers influencing our industry and ways we're bringing ideas to life.

  • An Introduction to 401k Auto-Features: Breaking Down Barriers. Advisors and consultants who coach business owners and retirement plan clients can take three steps to ensure that clients take full advantage of the benefits of auto-features for their retirement plans. Dan Collins, retirement marketing program manager, unpacks auto-features—how they work, the benefits, and how proactively offering these simple solutions can have a meaningful impact on employees and employers alike. 401(k) Specialist, 6/29/21

  • Male FAs Should Do More for Industry Gender Balance: Exec. Features commentary shared in the "Financial Services Sisterhood: How to Bring More Women into Our Industry" session with Anu Gaggar, global investment strategist, and David Griswold and Ashley Ott of Vantage Point Financial. Financial Advisor IQ, 6/28/21

  • Want to Retain Your Wealthy Female Clients? Improve Your Engagement. "Wealthy female investors are a growing client segment and have distinct communication preferences," shares Melissa Henderson, director of thought leadership, Fidelity Institutional, at Commonwealth's recent Summit for Women Advisors. Leaning on findings from the Fidelity Investor Insights Study, she shares strategies to ensure that advisors reach these investors in the manner they want. Financial Advisor IQ, 6/25/21

  • Anlon Financial Strategies Selects Commonwealth as First Firm Partner After Departing Wirehouse. This article features coverage of Anlon Financial Strategies joining Commonwealth. AdvisorHub, 6/24/21

  • Commonwealth Lures First Wirehouse Team into New Access Advisor Program. A recent WealthManagement.com story shares why Commonwealth's Access Advisor Program "highlights an evolutionary step to address the breakaway market." Read more about how this simplified pricing model for incoming wirehouse advisors—coupled with Business Consulting Services, our suite of consulting and outsourcing services designed to help advisors establish, manage, and grow their business—offers the flexibility and freedom advisors want. WealthManagement, 6/22/21

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Looking for insights on industry hot topics? Check out Commonwealth CIO Brad McMillan's blog.

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