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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.
Commonwealth taps ex-LPL regulatory executive for general counsel. In this interview, Peggy Ho, senior vice president, general counsel, discusses her excitement over joining the firm and recent changes to industry fiduciary rules. Financial Planning, 04/22/21
Diversity and Inclusion Drew New GC to Commonwealth Financial Network. (Available to subscribers only.) In this interview, Peggy Ho, our new senior vice president, general counsel, shares how Commonwealth's inclusive culture and commitment to diversity and inclusion drew her to the firm, and how she is eager to collaborate with leadership, learn more about our operations, and add value across the organization. Law.com, 04/20/21
3 Words for Financial Literacy: Freedom, Independence, and Opportunity. In this Q&A, Becca Hajjar, senior vice president, field development, discusses her path to financial literacy, tips on becoming financially literate, and how to teach your kids why it's so important. Massachusetts Conference for Women, 04/20/21
Gaining Perspective Podcast: Navigating the Inflection Points as an Advisor Practice Grows [Audio]. In this podcast, Kenton Shirk, vice president, practice management, breaks down the challenges advisors sometimes face as their practices grow, as well as how to navigate common inflection points. Advisor Perspectives, 04/15/21
Discover what your clients want with a survey. Kristine McManus, vice president, chief business development officer, discusses how advisors' needs have changed over the past 12 months while much of the world worked remotely. Now that offices are opening again, advisors' needs may be changing again—and that's where surveys can help. InvestmentNews, 04/07/21
Looking for insights on industry hot topics? Check out Commonwealth CIO Brad McMillan's blog.
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