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Media Coverage

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

• Plan for the Clients You Have, Not the Clients You've Had. Are you prioritizing your clients' values as well as their balance sheets? In his latest article, David Haughton discusses the importance of individualizing the client experience. Journal of Financial Planning, 05/11/2023

• Some banks will 'fail' in the next year: Brad McMillan. [video] CIO Brad McMillan joined Fox Business's Mornings with Maria to discuss the rebound of regional bank stocks and more. FOX Business, 05/08/2023

• Will It Be a Rocky May for Markets? Is the economy growing? Is a recession still on the horizon? And what's next for markets? CIO Brad McMillan addresses these questions in his recent article. Forbes, 05/04/2023

• Build (Customized) Flexible Estate Planning Strategies In a Constantly Changing Political Landscape. In a constantly changing political landscape, advanced planning consultant, David Haughton, shares estate planning techniques and solutions with a focus on flexibility in a guest contributor article on Michael Kitces' blog. Kitces.com, 05/04/2023

• How advisors can better understand their scale and capacity. Learn how financial advisors can free up capacity and achieve strategic growth from our chief advisor growth officer, Kristine McManus, in her latest InvestmentNews article. InvestmentNews, 04/19/2023

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Members of the Media

Connect with our public relations team at PR@commonwealth.com to request a media kit with corporate logos, approved images, and more. You can find additional information below:

• Executive biographies of our senior leadership team

• Commonwealth's history

• Fast facts

• Waltham campus photography (download link)