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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.

  • Sure, I Know What Direct Indexing Is. In Financial Advisor IQ’s weekly newsletter, Deconstructed, senior vice president of investment management and research, Peter Essele, discussed the Commonwealth Preferred Portfolio Services (PPS) Select Program and making direct indexing available to affiliates. Financial Advisor IQ, 4/10/2024

  • Treasury Yields Hit 2024 Highs. In an interview with MSN, chief investment officer, Brad McMillan, emphasized the disconnection between the market expectation on inflation and current economic trends. MSN, 4/8/2024

  • Ways to network better with CPAs. Kristine McManus, chief advisor growth officer, discussed the importance of cultivating strong relationships with CPAs to leverage their influence and expand client networks in her latest piece for InvestmentNews. InvestmentNews, 4/8/2024

  • Stock Market Today: Stocks rebound on 'Goldilocks' jobs data. Rob Swanke, senior equity strategist, mentioned how the Fed will remain patient in adjusting rates unless the jobs report exceeds expectations. Yahoo! Finance, 4/5/2024

  • Biden admin cancels plan to refill emergency oil reserve amid high prices. CIO Brad McMillan joined Maria Bartiromo on Mornings with Maria to discuss the effects of the Baltimore bridge disaster. Fox Business, 4/3/2024

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

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