Latest Press Releases
Recent announcements and news from Commonwealth.
Tupelo Wealth Partners Joins Commonwealth to Boost Operational Efficiencies and Springboard Growth
Commonwealth Expands Model Portfolio Platform to Provide Advisors Greater Choice and Control
$3B Advisor Firm Mammini Company Shifts to Commonwealth for Next Wave of Growth
Commonwealth Announces Future Plans to Fuel Advisor Growth in Areas of High Net Worth and M&A
Commonwealth Empowers Advisors to Rethink What’s Possible at 2023 National Conference
Commonwealth Welcomes Wealth Management Industry Veteran Noreen Beaman to Its Advisory Board
R&R Wealth Management Selects Commonwealth for Sophisticated Support
Paragon Financial, LLC, Joins Commonwealth for Flexibility and Growth
Growth-Minded Foundations Financial Partners Chooses Commonwealth
Trusted Wealth Partners Selects Commonwealth to Enhance Client Experience and Grow Its Business
Pinnacle Private Wealth Makes Leap to Independence with Commonwealth
KMJ Financial Group, LLC, Moves to Commonwealth to Expand Fee-Based and Tax Planning Business
Core Financial Group Chooses Commonwealth to Help Expand Fee-Based Business
Cedarwood Financial Partners Breaks Away to Join Commonwealth
Ryan Financial Group Joins Commonwealth to Scale Its Business
Commonwealth’s 2022 National Conference Draws Nearly 2,000, Focuses on Advisor Growth and Community
Commonwealth’s Strategic Goal of $1 Trillion in AUM Reinforces Commitment to Advisor Growth
Commonwealth Wins WealthManagement.com Industry Award for Transition Support
Strategic Financial Solutions Joins Commonwealth to Bolster Productivity and Efficiency
Fee-Based Censia Wealth Advisors Discovers Community in Move to Commonwealth
40% of Advisory Assets Will Transition in 10 Years, According to Cerulli
Lumitas Wealth Strategies Breaks from Wirehouse to Join Commonwealth
Women-Owned Independent RIA Moves Its Business to Commonwealth
Commonwealth Launches First-Ever Business-Building Program for Next-Gen Advisors
4th Quarter Wealth Management Chooses Independence with Commonwealth
Cerulli Study Shows Implications a Firm Partner Can Have on Efficiency, Highlights Commonwealth
Commonwealth Deepens Its Commitment to Environmental, Social, and Corporate Governance Standards
Father-Daughter Team at V & V Financial Moves Their Multigenerational Planning Firm to Commonwealth
Dedicated Mentorship Program for Women Advisors Kicks Off at Commonwealth
Commonwealth Hosts 2021 National Conference for Financial Advisors
Commonwealth Boosts RIA Services with Dedicated Compliance Officer
Virginia Firm, 7 Grains Planning & Investments, Heads for Commonwealth
Aucoin Wealth Management's Move to Independence Underscores Commitment to Clients
Dodds Wealth Management Group Chooses Commonwealth for Its Return to Independence
Blaser Investment Management Group Eyes Growth in Move to Commonwealth
Advisor Klaudia Conradt Joins Commonwealth-Affiliated Conestoga Wealth Partners
Anlon Financial Strategies Selects Commonwealth as First Firm Partner After Departing Wirehouse
Women of Commonwealth Initiative Emphasizes Commitment to Inclusion and Community
Former Wirehouse Advisor Joins Commonwealth Affiliate Waypoint Financial
FS Financial Departs Wirehouse for Independent Channel with Commonwealth
Commonwealth Hires Industry Executive as New General Counsel
Integrated Wealth Advisors Chooses Commonwealth After Departure from Wirehouse
Commonwealth to Bolster Wealth Management Advisor Support with Incoming Senior Vice President
Soft Landing Services Suite from Commonwealth Targets Incoming Wirehouse Advisors
Kramer Wealth Strategies Departs Wirehouse for Independence with Commonwealth
Monterey Custom Wealth Management Goes Independent with Commonwealth
Commonwealth's Virtual 2020 National Conference Benefits Local and Global Charitable Organizations
Commonwealth Expands Industry Leadership with Vice President, Chief Diversity and Inclusion Officer
Buckley Financial Planning Joins Commonwealth Financial Network®