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In the News
Media Coverage
Commonwealth CIO, Brad McMillan.
Read the latest features on Commonwealth movers and shakers influencing our industry and ways we're bringing ideas to life.
Is the Market Pullback an Opportunity for Investors? In his latest for Forbes, Commonwealth CIO Brad McMillan says while current market volatility is worrisome, it's also both normal and necessary. Forbes, 12/16/2022
Investors remain 'defensive, but hopeful' as Q4 wraps up: Brad McMillan. On the heels of a weaker-than-expected November retail sales report and a Fed rate hike, CIO Brad McMillan joined Fox Business's Mornings with Maria and shared his reaction and outlook for 2023. FoxBusiness, 12/16/2022
Commonwealth Finds Its Stride With Fee-Only Advisors. Alex Hansen, SVP, RIA compliance, and Brian Lampron, VP, RIA services, spoke about the growth of Commonwealth's fee-only and RIA business. Financial Advisor Magazine, 12/13/2022
Sharing and Transparency Between Financial Advisors. Following our National Conference, Trap Kloman, president and COO, joined AdvisorHub's Industry in Transitionpodcast to talk about several topics, including the significance of community across our advisor network. AdvisorHub, 12/9/2022
3 ways you can attract next-gen advisers. Learn how to attract and retain next-gen talent for your firm from our chief advisor growth officer, Kristine McManus, in her recent InvestmentNews article. InvestmentNews, 12/7/2022
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 Offers CPWA® Program in Partnership with Investments & Wealth Institute and The University of Chicago Booth School of Business
Strategic Planning Group Moves to Commonwealth to Optimize Client Outcomes and Capitalize on Technology
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