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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.
Building a strong culture to inspire your team. How can a firm achieve a successful workplace culture? Chief advisor growth officer, Kristine McManus, discusses the importance of a clear mission in her latest article. InvestmentNews, 08/10/2023
Markets Continue to Climb a Wall of Worry, and That Will Likely Continue [video]. CIO Brad McMillan spoke with Jill Malandrino and explained why he remains positive when it comes to the economy, markets, and inflation. Nasdaq, 08/01/2023
Commonwealth's Price says emotional tug-of-war will keep market, economy flat [video]. Brian Price, head of investment management, joined Money Life with Chuck Jaffe to share his thoughts on the market and his expectation for economic growth. Money Life with Chuck Jaffe, 07/26/2023
The Secrets Behind Commonwealth's Award-Winning Advisor Satisfaction. In an in-depth, transparent interview with ThinkAdvisor, CEO, Wayne Bloom, shares what he considers to be our "secret sauce" and the reason we've been ranked #1 in independent advisor satisfaction by J.D. Power for 10 consecutive years. ThinkAdvisor, 07/14/2023
Considering an equity ownership structure? Here are 4 questions to consider. Are you considering an equity ownership structure at your practice? If so, it's important that the strategy aligns with the firm's growth goals. Chief advisor growth officer, Kristine McManus, discusses the key questions to ask before mapping out a plan in her recent article. InvestmentNews, 07/12/2023
Looking for insights on industry hot topics? Check out Commonwealth CIO Brad McMillan's blog.
Press Room
Latest Press Releases
Here's news that's worth spreading.
Commonwealth Welcomes Wealth Management Industry Veteran Noreen Beaman to Its Advisory Board
Commonwealth Creates Connections Between Advisors and Next-Gen CFP® Professionals Through New Talent Exchange Initiative
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