In the News
Read the latest features on Commonwealth movers and shakers influencing our industry and ways we're bringing ideas to life.
Asian American advisors see unmet potential for industry amid success. Peggy Ho, senior vice president, general counsel, discusses what it's been like for her as a Taiwanese American in the financial services industry over the past two decades. She notes that part of making the industry more inclusive is simply giving people chances. Financial Planning, 08/25/21
LPL, Commonwealth start to gain traction with wirehouse reps. In a featured piece focused on recruiting breakaway advisors, Commonwealth is commended for our ongoing efforts to successfully transition and support wirehouse advisors with their move to independence. InvestmentNews, 08/24/21
Ex-Edward Jones Advisor with $157M Goes Independent with Commonwealth. Coverage of Aucoin Wealth Management joining Commonwealth. Financial Advisor Magazine, 08/24/21
Preparing a Financial Planning Student: From Intern to Potential Partner. Establishing a career in the financial planning profession isn't easy; it requires mentorship from experts in the field. David Israel, vice president, field outreach, outlines the importance of meaningful internships and hands-on coaching for next-gen advisors. ThinkAdvisor, 08/20/21
$122M Practice Leaves RayJay for Commonwealth. Coverage of Dodds Wealth Management Group joining Commonwealth. Financial Advisor IQ, 08/19/21
Looking for insights on industry hot topics? Check out Commonwealth CIO Brad McMillan's blog.
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