Media Coverage

Top headlines featuring Commonwealth and our thought leadership.

  • Help your clients tackle college expenses. Kristine McManus, vice president and chief business development officer, discusses college expenses and activities that deserve a second look when tuition is on the horizon. InvestmentNews, August 6, 2020

  • Understanding How to Make the Best of the Worst of Times. Is there a bright side to this unprecedented time? Nick Follett, manager of fixed income, discusses how to financially make the best out of the pandemic. FPA Blog, August 1, 2020

  • Has the Second Wave of COVID-19 Peaked? COVID-19 case growth as peaked, at least in the short term, but what’s next? Brad McMillan, managing principal, chief investment officer, discusses the pandemic and how it has affected the economy and markets. Advisor News, 07/31/20

  • How to Beat Zoom Burnout, Compassion Fatigue. In this Q&A, Maria Considine King, senior vice president, practice management, provides strategies for making virtual workdays more manageable and shares lessons from hosting the Commonwealth Summit for Women Advisors. ThinkAdvisor, 07/30/20

  • Will the Dollar Collapse? Brad McMillan, managing principal, chief investment officer, explores the value of the dollar over the past two decades, as well as its connection to the pandemic. Forbes, 07/29/20

  • Why Commonwealth, Edward Jones top J.D. Power advisor satisfaction. Coverage of Commonwealth winning its seventh J.D. Power 2020 Advisor Survey. Financial Planning, 07/07/20

  • Looking Back at the Markets in June and Ahead to July 2020. With the first half of 2020 in the books, Brad McMillan, managing principal, chief investment officer, takes a look back at the markets, economy, and pandemic over the past few months, as well as provides his predictions for where we’re headed. Advisor Perspectives, 07/07/20

  • The practice of the future. How has the pandemic affected business? Kristine McManus, vice president, chief business development officer, discusses tactics advisors can use in a post–COVID-19 world to help them grow their practice. InvestmentNews, 07/06/20

  • Wall Street Rises Again, Joins Worldwide Upswell for Markets. Peter Essele, vice president, investment management and research, discusses the state of the market and the economic upswing. Associated Press, 07/06/20 How Advisors Can Help Kids in COVID-19 Times. Kol Chu Birke, managing principal, technology and corporate strategy, discusses how to set goals with your kids while everyone is home during the COVID-19 pandemic. ThinkAdvisor, 06/29/20

  • Are We Seeing Signs of a Second Wave? Are we seeing a second wave of infections? Brad McMillan, managing principal, chief investment officer, provides insight on what it could mean. Forbes, 06/23/20 

  • Beware the Market Melt-Up? Should we be concerned about where the market is right now? Brad McMillan, managing principal, chief investment officer, addresses the V-shaped recovery and more. Forbes, 06/18/20 

  • Prospecting in volatile times. Are prospective clients aware of the financial planning services you specialize in? Kristine McManus, vice president, chief business development officer, shares how to tailor messaging to demonstrate the ways potential clients can benefit from your expertise. InvestmentNews, 06/15/20

  • Navigating unexpected change. How can unexpected change be a catalyst for new opportunities? President and COO Trap Kloman points to impactful measures Commonwealth has implemented and shares strategies to help guide advisors on the path to success. InvestmentNews, 06/10/20 

  • Boston CIO of the Year ORBIE Awards. Miriam Manning, chief information officer, was selected as a finalist in the Enterprise category of the 2020 Boston CIO of the Year® ORBIE® Awards. BostonCIO, 06/05/20 

  • Commonwealth Adds Father-Son Team with $230M in Assets. Coverage of Buckley Financial Planning joining Commonwealth. Financial Advisor, 06/01/20 

  • 3 Strategies for Work-Life Balance in the “New Normal.” Has working from home turned into working all of the time? Maria Considine King, senior vice president, practice management, shares strategies to regain your balance in this strange new world. InvestmentNews, 06/01/20 

  • Deepen Client Relationships Through Video. Video is an effective way to tell a story and showcase your genuine self with your clients. Kristine McManus, chief business development officer, practice management, offers tips and topics for advisors to create their own videos. FPA Practice Management Blog, 05/29/20

  • Fallen Angels Hit the Junk Bond Market. Brad McMillan, managing principal, chief investment officer, shares his thoughts on the Fed and the markets. Financial Advisor, 05/28/20

  • Economic data does not show “full picture of the damage” from COVID-19: Strategist. [Video] As more Americans file for unemployment benefits, what is the effect on the economy and markets? Brad McMillan, managing principal, chief investment officer, discusses this and more. Yahoo! Finance, 05/28/20

  • The 2020 Broker-Dealer Reference Guide: Best in the Business. As reported in its annual broker/dealer reference guide, Commonwealth holds the highest average total AUM per advisor among independent broker/dealers. ThinkAdvisor, 05/27/20

  • Economic damage continues, but there are signs of improvement: Strategist. [Video] Brad McMillan, managing principal, chief investment officer, speaks about the markets. CNBC’s “The Exchange,” 05/22/20

  • Rising Through Resilience: “Celebrate every step along the way” With Author Joseph Deitch. Examining your setbacks can be the key to building resilience. In an exclusive interview, Joe Deitch, Commonwealth founder and chairman, shares how resilience and success go hand in hand. Thrive Global, 05/20/20

  • The Role of Community Hospitals in Fighting COVID-19 (Podcast). [Audio; interview begins at 29:35] Brad McMillan, managing principal, chief investment officer, shares how Commonwealth has reimagined its operations and maintained high service scores during this time. He also discusses what lies ahead, both for the company and for the markets. Bloomberg Radio, 05/15/20

  • Baystate Business: 4th on the Esplanade Cancelled (Radio). [Audio; interview begins at 21:52] Are we ready to reopen the economy? Brad McMillan, managing principal, chief investment officer, speaks about this, the markets, and earnings. Bloomberg Radio, 05/08/20

  • Looking Back At The Markets In April And Ahead to May 2020. Policy locked down the economy in April. Will it unlock it in May? Financial Advisor, 05/07/20

  • Communicating what’s really important. Kristine McManus, chief business development officer, practice management, shares why frequent and proactive communication is key during these volatile times. InvestmentNews, 05/07/20

  • 10 IBDs with the most CFPs. In this year’s list of independent broker/dealers with the most CFP® professionals, Commonwealth maintains the highest percentage at 42 percent. InvestmentNews, 05/05/20

  • 2020 IBD Report Card: Calm Before the Storm? Once again, Commonwealth ranks highest in overall experience among the big players on WealthManagement.com’s 2020 IBD Report Card, with a score of 9.4 out of 10. WealthManagement.com, 05/05/20

  • 5 Ways for Advisors to Cope with COVID-19 Stress. During a crisis, coping with new challenges can add a lot of stress to our daily lives. Our latest piece on ThinkAdvisor offers tips for stress management that can help advisors avoid fatigue and stay healthy. ThinkAdvisor, 05/01/20

  • Markets Are Confident—But Are They Right? The markets have rallied as progress is made in the coronavirus crisis. Are they getting ahead of themselves? Advisor Perspectives, 05/01/20

  • The Expert Q&A on Mental Wellness. In a candid Expert Q&A, Joni Youngwirth, partner emeritus, shares how she maintains mental strength after recovering from physical illness and coping with the loss of a loved one. Joni offers learnings as she rose up the leadership ranks in financial services and insights she shares with Commonwealth’s Women’s Leadership Network, a group of more than 350 participants from across the firm. The Massachusetts Conference for Women, 04/30/20

  • Markets Are Confident—But Are They Right? The markets have rallied on progress in the coronavirus crisis. But are they getting ahead of themselves? Financial Advisor Magazine, 04/30/20

  • Junk-Bond ETFs Add Most Since 2015 on Fed’s Fallen-Angel Pledge. Brian Price, senior vice president, investment management and research, shares his insights after the Fed mentions possibly stepping in to help struggling markets. Bloomberg, 04/30/20

  • Thirty Minute Mentors Episode 16: Commonwealth Founder Joseph Deitch. [Audio] With an entrepreneurial heart and the drive to succeed, Joe Deitch, founder and chairman, built and grew Commonwealth into the billion-dollar company it is today. In this podcast, Joe shares lessons in leadership and his lifelong quest for passion and purpose. Thirty Minute Mentors: Leaders to Listen to, 04/29/20

  • How Real Is the Inflation Risk? This article takes a look at the risk of inflation as a result of the coronavirus pandemic. Forbes, 04/29/20

  • Appearance on Yahoo Finance’s The Final Round. [Video] Brad McMillan, managing principal, chief investment officer, addresses the coronavirus and the markets. Yahoo! Finance, 04/28/20

  • Are investors driven by FOMO or is a retest of the lows coming? Here’s what Wall Street strategists say about the stock-market outlook. Brian Price, senior vice president, investment management and research, offers his analysis on the market, earnings reports, and more. MarketWatch, 04/28/20

  • U.S. stocks post gains as states move to ease coronavirus lockdowns. Brad McMillan, managing principal, chief investment officer, speaks to the importance of coronavirus testing to ease uncertainty. Washington Post, 04/27/20

  • Another 4.4 Million Americans Filed for Unemployment, but the Worst May Be Over, Experts Say. Amid high U.S. unemployment claims, Peter Essele, vice president, investment management and research, addresses resetting expectations. Forbes, 04/23/20

  • There are bargains to be had in this market: Stock picker. [Video] Is the economic outlook stronger than expected? Brad McMillan, managing principal, chief investment officer, discusses this and more. CNBC, 04/23/20

  • How Will Earnings Ever Get Back to Positive? Brad McMillan, managing principal, chief investment officer, addresses consumer confidence, corporate earnings, and what factors play into resumed earnings growth. Chief Investment Officer, 04/22/20

  • This Is Your Time.* Kristine McManus, vice president, chief business development officer, practice management, shares ways advisors can effectively communicate with clients and prospects during times when emotions are running high. FPA Practice Management Blog, 04/16/20 *This article is currently unavailable on the FPA Practice Management Blog due to ongoing website development. The content of the article is available within Commonwealth's Insights stream, at the link above.

  • “Not that bad”: Earnings season kicks off with the S&P 500 rising 3%. Brad McMillan, managing principal, chief investment officer, offers his insights on earnings season, how investors should interpret the data, and his outlook for the second quarter. Fortune, 04/14/20

  • #TradeTalks: #COVID19 and the Economy. Where are the Red Lights? [Video] Where are the red lights in the economy? Are we are in a recession? Brad McMillan, managing principal, chief investment officer, shares his thoughts. Nasdaq, 04/14/20

  • A Coronavirus Milestone: The Flattening of the Curve. Have we reached a significant milestone in the coronavirus crisis? Forbes, 04/14/20

  • Is There an End in Sight for the Coronavirus Crisis? What’s the difference between now and the start of the coronavirus crisis? The end may finally be in sight. Financial Advisor Magazine, 04/08/20

  • Looking Back at the Markets in March and Ahead to April 2020. The coronavirus hit the markets hard in March. Will April be more of the same? Brad McMillan, managing principal, chief investment officer, offers his thoughts. Financial Advisor Magazine, 04/03/20

  • Survey: Experts see solid rebound in rattled markets following “two-quarter” coronavirus contraction. How long will the economic pullback last? Brad McMillan, managing principal, chief investment officer, discusses this and more with Bankrate for its First-Quarter Market Mavens poll. Bankrate, 04/02/20

  • Market Thoughts for April 2020. How did the markets perform in March? How will the coronavirus affect the economy in April? Watch CIO Brad McMillan’s April Market Thoughts video for his thoughts. Advisor Perspectives, 04/01/20

  • Changing Times, Changing Tides. In a state of the industry cover story, Andrew Daniels, managing principal, business development, shares how Commonwealth’s shift toward fee-based business has grown over the past 15 years while the firm continues to emphasize intentional growth focused on quality over quantity. Financial Advisor Magazine, 04/01/20

  • FA’s 2020 B-D Ranking. In Financial Advisor Magazine’s annual rankings, Commonwealth once again has the highest gross revenue per advisor among independent broker/dealers. Financial Advisor Magazine, 04/01/20

  • 10 IBDs with the highest average payouts. In its annual independent broker/dealer survey, InvestmentNews recognizes Commonwealth as the number-one IBD based on average payout per advisor. InvestmentNews, 04/01/20

  • Use a nonfinancial emergency fund amid coronavirus. Kol Chu Birke, managing principal, technology and corporate strategy, shares timely self-care suggestions to combat compassion fatigue and help advisors and their clients stay at their best. InvestmentNews, 03/27/20

  • Why Investors Should Look Beyond the Coronavirus Headlines. Is the coronavirus crisis showing signs of improvement, or is it getting worse? Brad McMillan, managing principal, chief investment officer, says investors need to look beyond the headlines for answers. Forbes, 03/27/20

  • First Wave of Economic Damage: 3 Million New Unemployment Claims. The latest unemployment numbers are shocking–but Brad McMillan, managing principal, chief investment officer, says it’s just the first wave of the economic damage. Financial Advisor, 03/27/20

  • U.S. Coronavirus Outlook: Is This the End of the Beginning? What stage of the coronavirus pandemic is the U.S. in? Is this the end of the beginning? Brad McMillan, managing principal, chief investment officer, makes the case. Forbes, 03/24/20

  • Market reaching maximum panic point: Financial expert. [Video] What should investors do given the market turbulence created by coronavirus fears? Brad McMillan, managing principal, chief investment officer, weighs in. FOX Business, 03/18/20

  • How to Think About the Coronavirus Pandemic: The Big Picture. Brad McMillan, managing principal, chief investment officer, takes a step back to make sense of all the information surrounding the coronavirus pandemic. Financial Advisor, 03/17/20

  • “What’s driving the pullbacks are the number of cases”: Commonwealth Financial CIO. [Video] What’s driving the market pullback? Brad McMillan, managing principal, chief investment officer, discusses the Fed, the pandemic, and more. Yahoo! Finance, 03/16/20

  • Where Bear? There Bear! The bull market is over, but is the bear just passing through? Advisor Perspectives, 03/13/20

  • Markets reflect coronavirus fears: Commonwealth Financial Network CIO. [Video] Brad McMillan, managing principal, chief investment officer, discusses the coronavirus, the resulting fear, and their effects on the market. CNBC’s Power Lunch, 03/13/20

  • Inside Commonwealth’s Plan to Win New FAs. Andrew Daniels, managing principal, business development, shares details on Commonwealth’s record recruiting year and how the firm’s infrastructure continues to attract and support fee-only advisors. Financial Advisor IQ, 03/12/20

  • Commonwealth Solidifies Identity as Lines Between RIA, IBD Blur. In a candid interview, Andrew Daniels, managing principal, business development, discusses how Commonwealth’s fee-based business has grown over the past 15 years while still emphasizing intentional growth and quality over quantity. Financial Advisor, 03/12/20

  • Fear is driving the markets more than anything else, says Commonwealth Financial Network’s Brad McMillan. [Video] Brad McMillan, managing principal, chief investment officer, discusses recent market declines, including what to expect going forward. Yahoo! Finance, 03/12/20

  • Is Your Broker-Dealer a Doomsday Prepper? In a thought-leadership piece on assessing your broker/dealer’s preparedness for a market downturn, Commonwealth is cited as the standard for consistency in all market conditions. Andrew Daniels, managing principal, business development, comments on the firm’s private ownership and commitment to retaining staff. ThinkAdvisor, 03/11/20

  • Is the End of The Bull Market Nigh? Will the coronavirus spell the end of the bull market? Brad McMillan, managing principal, chief investment officer, evaluates. Financial Advisor, 03/06/20

  • Container home promises “safe harbour” for West Bay family. While in Grand Cayman, Commonwealth’s 2020 President’s Club attendees spent time partnering with the nonprofit organization Cayman’s Acts of Random Kindness. The afternoon of giving back was spent transforming a shipping container into a suitable home for a local family in need. Cayman Compass, 03/05/20

  • Is the Worst of the Virus Market Rout Close? Brad McMillan, managing principal, chief investment officer, backs up his deduction that we could be near market bottom. Chief Investment Officer, 03/02/20

  • Fierce IBD competition: 27 moves, M&A deals–and even the Rolling Stones. This recruiting roundup covers news of Apogee Wealth Advisors’ joining Commonwealth and the hiring of Matthew Chisholm, senior vice president, RIA services and practice management. Financial Planning, 03/01/20

  • Riding out a Market Correction. [Audio; interview begins at 26:25] Brad McMillan, managing principal, chief investment officer, addresses coronavirus concerns, the markets, and more. Bloomberg Radio’s Bloomberg Businessweek, 02/28/20

  • Which Indie B-Ds Are Winning the Recruiting Wars (and Why). Andrew Daniels, managing principal, business development, shares how Commonwealth’s flexible affiliation models aim to support advisors now and position them for future success. Financial Advisor IQ, 02/28/20

  • How new regulation could alter adviser practices. [Video] John Rooney, managing principal, San Diego, and FSI chair of the board spoke with InvestmentNews’ Matt Ackerman at the recent Financial Services Institute OneVoice Conference to discuss how Reg BI will affect advisors’ practices. InvestmentNews, 02/28/20

  • How new regulation could alter adviser practices. [Video] John Rooney, managing principal, San Diego, and FSI chair of the board spoke with InvestmentNews’ Matt Ackerman at the recent Financial Services Institute OneVoice Conference to discuss how Reg BI will affect advisors’ practices. InvestmentNews, 02/28/20

  • Commonwealth hires Fidelity vet to bolster fee-only business. Greg Gohr, managing principal, wealth management, discusses the hiring of Matthew Chisholm, former head of practice management and consulting for Fidelity, and Commonwealth’s decision to align the RIA Services and Practice Management teams. Citywire USA, 02/26/20

  • Commonwealth Grabs Fidelity Exec to Lead RIA Efforts. In an interview regarding the hiring of Matthew Chisholm, former head of practice management and consulting for Fidelity, and Commonwealth’s decision to align the RIA Services and Practice Management teams, Greg Gohr, managing principal, wealth management, shares what is pushing advisors into the fee-only space. ThinkAdvisor, 02/26/20

  • Commonwealth Increases Commitment to RIA Model. “We’re really trying to help advisors and provide best practices, data, benchmarking, and perspectives where we can to support their decisions,” said Matthew Chisholm, senior vice president, RIA services and practice management. Read more about what Commonwealth is doing to attract and support fee-only advisors. WealthManagement.com, 02/26/20

  • How Should Investors React to the Coronavirus? Is selling the right move for investors when it comes to the coronavirus? Brad McMillan, managing principal, chief investment officer, weighs in. Advisor Perspectives, 02/26/20

  • Navigating the gray zone. Joni Youngwirth, partner emeritus, poses the question, “How will you navigate the gray zone between the decision to follow a best practice and your personal values?” It starts with self-awareness and honesty. InvestmentNews, 02/20/20

  • Exploring Your Business Model: Are You Amazon or Sears? Kristine McManus, vice president, chief business development officer, practice management, explains why understanding your clients’ wants and needs is so important to building your company service model. FPA Practice Management Blog, 02/06/20

  • Should Investors Believe in the January Effect? Brad McMillan, managing principal, chief investment officer, discusses what a strong January could mean for the markets for the rest of 2020. Forbes, 02/05/20

  • Caution warranted in this market: Strategist. [Video] What will drive the market in 2020? Brad McMillan, managing principal, chief investment officer, shares his thoughts. CNBC’s Power Lunch, 02/05/20

  • Market Thoughts for February 2020. [Video] Brad McMillan, managing principal, chief investment officer, addresses concerns that the coronavirus is a long-term risk for the markets. Advisor Perspectives, 02/04/20

  • Stocks rally as investors shake-off coronavirus fears. [Video] How has coronavirus affected the markets? Brad McMillan, managing principal, chief investment officer, discusses this and more. Yahoo! Finance, 02/03/20

  • Worries Are a Bad Way to Invest. There are many headline risks, but Brad McMillan, managing principal, chief investment officer, says it’s important to look at the actual economic and market data. Forbes, 02/03/20

  • What Could Affect the Value of Your Next Deal? What valuation methods should you use when evaluating an advisor practice? Maria Considine King, senior vice president, practice management, and Trap Kloman, president and chief operating officer, share key considerations for your next deal. InvestmentNews, 02/03/20

  • FSI OneVoice Is Standing Room Only. Read about the key themes and opening remarks from the Financial Services Institute’s OneVoice 2020 conference. This includes thoughts from John Rooney, managing principal, investment management and research, and FSI chair of the board about navigating change, creating value, and engaging on issues that matter. Financial Advisor, 01/28/20

  • Coronavirus Spreads, and Global Markets Take Notice. Brad McMillan, managing principal, chief investment officer, discusses potential market concerns in his latest for Forbes. Forbes, 01/27/20

  • Three Cheers for the Phase One Trade Deal? “If implemented, the phase one trade deal would likely be good for the U.S. Implementation, however, is uncertain, and markets are not reacting as if they expect the agreement to be fully implemented,” says Brad McMillan, managing principal, chief investment officer. Forbes, 01/23/20

  • Top Women in WealthTech 2020: Miriam Manning of Commonwealth Financial. Miriam Manning, senior vice president, chief information officer, is among ThinkAdvisor’s 15 Top Women in WealthTech for 2020. Read more on Miriam’s instrumental role at Commonwealth, her advice for those starting out, and her thoughts on how to attract more women to WealthTech. ThinkAdvisor, 01/22/20

  • U.S., China Sign Phase One of Trade Deal. [Audio; interview begins at 27:30] Brad McMillan, managing principal, chief investment officer, addresses impeachment, technology, trade, and more. Bloomberg Businessweek, 01/15/20

  • Will Reg BI prove a bonanza for fee-based accounts? While participating on a panel session at the Financial Services Institute’s OneVoice 2020 conference, Rob Molinari, senior vice president, chief regulatory affairs officer, addressed Reg BI and explained how the advisor fiduciary standard can be beneficial for fee-based practices. Financial Planning, 01/08/20

  • Ask yourself this one question to become more knowledgeable. “Remember that every encounter with a colleague is an opportunity to learn, evolve, and connect if you pay attention and are sincerely curious,” says Joe Deitch, Commonwealth founder and chairman, and author of Elevate: An Essential Guide to Life. Fast Company, 01/08/20

  • Be Wary of Lead-Generation Adviser-Matching Services. “Be sure to carefully evaluate the entire process before you sink money and time into an advisor-matching service,” writes Kristine McManus, chief business development officer, practice management. FPA Practice Management Blog, 01/07/20

  • Planning strategies for the solo practitioner: 2020 and beyond. Are you a solo practitioner? You should still have a business plan. In her recent column, Joni Youngwirth, partner emeritus, lists strategies to consider when outlining your 2020 business plan. InvestmentNews, 01/06/20

  • What Would a War with Iran Mean for the Markets? Should investors be worried about market volatility following the U.S. drone strike and reports of Iran’s vow to retaliate? Brad McMillan, managing principal, chief investment officer, weighs in. Financial Advisor, 01/03/20

  • What’s ahead for the economy and markets in 2020? Brad McMillan, managing principal, chief investment officer, shares his thoughts on what could affect the economy, including tax cuts, trade wars, and Brexit. NBC News, 01/02/20

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Hi, I'm Jacquelyn, senior media relations manager at Commonwealth.

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