Weekly Wealthtech

In the news

As a broker/dealer–registered investment adviser, it’s our job to work behind the scenes for our advisors. But once in a while, we attract attention from the media. Here's a selection of articles and news stories to help you learn more about us.

This material is intended for informational/educational purposes only and should not be construed as investment advice, a solicitation, or a recommendation to buy or sell any security or investment product. Past performance is no guarantee of future results. All indices are unmanaged and investors cannot invest directly into an index. Commonwealth Financial Network® does not provide legal or tax advice. You should consult a financial, legal, or tax professional regarding your individual situation.

2017

Warren Buffett’s “Dow 1 Million” call is not science fiction. Brad McMillan, chief investment officer, says that as long as people keep having children and technology keeps getting better, the economy will grow.
USA TODAY, 09/29/17

Transcript: Nightly Business Report. Brad McMillan, chief investment officer, talks with Tyler Mathisen and Sue Herera about the market and what he sees ahead for stocks in the fourth quarter.
Nightly Business Report, 09/29/17

Advisers and firms honored for charitable giving. At the annual Invest in Others Awards, Commonwealth was recognized by the Invest in Others Charitable Foundation as the winner of the Corporate Philanthropy Award – Financial Institutions.
InvestmentNews, 09/28/17

From Boom to Bust to . . . Stability? The Future of Oil Prices. Brad McMillan, chief investment officer, breaks down the role the oil and gas industry has played in market crashes and recessions in the past, as well as what to expect for the near future.
Forbes, 09/28/17

US STOCKS-Wall St edges up as U.S. Fed meeting is in focus. Brad McMillan, chief investment officer, says people are in wait-and-see mode in anticipation of the Federal Reserve’s policy meeting.
Reuters, 09/19/17

The Market Isn’t Correctly Pricing in Climate Risk, Samama Says. [Audio] Brad McMillan, chief investment officer, tells Pimm Fox and Lisa Abramowicz whether investors should be worried about North Korea and why he’s bullish on markets in the short term.
Bloomberg, 09/18/17

Bitcoin depends on “everything going right.” [Video] Brad McMillan, chief investment officer, weighs in on the markets and what is needed for bitcoin to be successful.
CNBC, 09/18/17

Brad McMillan: Stocks Must Drop 40 Percent to Hit “Fair Value.” According to Brad McMillan, chief investment officer, the stock market would have to drop somewhere between 30 percent and 40 percent to get to fair value.
Newsmax, 09/18/17

Markets Rise After Irma Lands, North Korea Stays Quiet – 3rd Update. Brad McMillan, chief investment officer, shares his thoughts on the impact the North Korean crisis may have on Treasury yields.
Fox Business, 09/11/17

Weekly Wealthtech Report: HedgeCoVest Rebrands, Pivots Toward a TAMP. Commonwealth completed an upgrade to features within Investor360° using Quovo technology, which Darren Tedesco, managing principal, innovation and strategy, describes as the most frictionless implementation of aggregation available.
WealthManagement.com, 09/08/17

Commonwealth Financial Boosts Account Aggregation. Darren Tedesco, managing principal, innovation and strategy, provides details on recent enhancements to the account aggregation tool in Investor360°®.
ThinkAdvisor, 09/05/17

Should financial advisers invest in social media? Joni Youngwirth, managing principal, practice management, says that taking a look at how different generations of advisors approach social media marketing can offer insights.
InvestmentNews, 09/05/17

DOL Rule Driving Consolidation and Disruption. Many broker/dealers are now expecting the final implementation of the Department of Labor rule to be delayed until July 1, 2019, but the disruption triggered by the rule is already causing turbulence in the advisor and broker recruiting world.
Financial Advisor, 09/01/17

Connecting with Millennial Clients. John Fencil, practice management consultant, explains why exploring strategies for connecting with the millennial generation could be a major opportunity for advisors.
InvestmentNews, 09/01/17

LPL’s quest to surpass wirehouses gives competitors an opportunity. Andrew Daniels, managing principal, business development, discusses Commonwealth’s service model, which “insulates” its advisors from clearing partners.
Financial Planning, 08/28/17

Is Cash Having a Moment? With generally low interest rates and high stock prices, Brad McMillan, chief investment officer, discusses why adding more cash to your portfolio might be the right move.
Forbes, 08/22/17

Stock Market’s Record-Setting Rally at Risk as Doubts Grow over Trump Agenda. In response to recent political turmoil, Brad McMillan, chief investment officer, says that chances of a successful tax overhaul are low.
Fox Business, 08/20/17

Ageism Goes Both Ways. Joni Youngwirth, managing principal, practice management, shares how she came to realize that ageism is alive and well in the financial industry.
FPA Practice Management Blog, 08/15/17

Who may lose amid the CEO backlash and Trump? Americans. President Trump is losing important friends in the corner offices of corporate America, but Brad McMillan, chief investment officer, doesn’t see the resignations from the advisory council as being game changers.
USA TODAY, 08/15/17

What Should Investors Consider “Normal?” Brad McMillan, chief investment officer, comments on the concept of normal and what it means in the economic and investing world.
Forbes, 08/14/17

Commonwealth Tech Goes to the Cloud, Cautiously. Andrew Baxter, director of systems engineering, discusses Commonwealth’s methods for protecting data in the cloud and how the firm cultivates and sustains the highest level of security practices.
WealthManagement.com, 08/14/17

Major indexes up after three straight days of declines. [Video] Live on CNBC, Brad McMillan, chief investment officer, talks about the markets and how to prepare for a potential pullback as all major averages are up.
CNBC, 08/11/17

North Korea: How should advisers react? Given the current conflict with North Korea, Brad McMillan, chief investment officer, says the markets had justification for reacting negatively but that military action in the short term is unlikely.
InvestmentNews, 08/11/17

Top clearing and custody firms for financial advisers. InvestmentNews uses client and asset data to reveal which clearing firms are being used by the independent broker/dealers with the most revenue.
InvestmentNews, 08/07/17

Stock Strategists Are Getting Nervous About the Market. Brad McMillan, chief investment officer, comments on the sharp gains in stocks so far this year, which are leading some market strategists to urge caution.
ThinkAdvisor, 08/07/17

Nearly half of America doesn’t benefit from Dow 22,000. Although money has flooded into U.S. stocks in recent months, Brad McMillan, chief investment officer, says many Americans aren’t participating in the stock market.
Washington Post, 08/02/17

What executives are reading this summer. In a slideshow presenting book recommendations from top executives, Brad McMillan, chief investment officer, recommends reading The Rational Optimist by
Matt Ridley.
Financial Planning, 08/03/17

Advisers: What about your retirement?
While you’re busy helping clients prepare for a fulfilling retirement, don’t neglect your own plans. Joni Youngwirth, managing principal, practice management, shares the key pillars of a holistic blueprint that can help you, too, retire healthy, happy, and financially prepared.
InvestmentNews, 07/28/17

How Useful Are Time Frames in Economic Forecasting? Time frames are useful to investors in the short term, but risk levels and signals are even more so, according to Brad McMillan, chief investment officer.
Forbes, 07/28/17

Just Because Facebook Has 2 Billion Users Doesn’t Mean There’s No Growth Left. Brad McMillan, chief investment officer, discusses that although Facebook has reached billions of users and is nearing capacity for ad space, there is still opportunity for profit.
TheStreet, 07/27/2017

Price pressure: how managers make the grade at Commonwealth.* In a recent in-depth feature, Brian Price, vice president, investment management and research, discusses his career trajectory at Commonwealth, our Investment Management team’s deep bench, and the process behind his team’s $5.9 billion Preferred Portfolio Services® Select program.
Citywire, 07/24/17

*Investments are subject to risk, including the loss of principal. Some investments are not suitable for all investors, and there is no guarantee that any investing goal will be met. Forward-looking statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict. Past performance is no guarantee of future results. The views and opinions expressed in this article by the author, Andrew Jones, are separate and unrelated to Commonwealth Financial Network®.

Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the mutual fund, can be obtained from your financial professional. Be sure to read the prospectus carefully and talk to your financial advisor before making any investing decisions.

All the bad news from Washington is out: Commonwealth Financial Network’s Brad McMillan. [Broadcast] What is the potential for positive earnings surprises? Brad McMillan, chief investment officer, discusses how Washington headlines are impacting the markets.
CNBC’s Power Lunch, 07/24/17

Fifteen advisers, six firms named finalists by charitable foundation. Commonwealth has been selected as a Financial Institutions finalist in the Invest in Others 2017 Corporate Philanthropy Awards. We are pleased to see our grassroots effort, Chemo Caps for Kids, recognized on such a scale and continue to gain awareness and support from the entire Commonwealth community and beyond.
InvestmentNews, 07/20/17

This Is Why Second Quarter Earnings Season Is Set to Boost Stocks Even Further. [Video] Despite factors such as tax reform, health care reform, and the nearing debt ceiling, earnings indicate a market boost, says Brad McMillan, chief investment officer. The market has shown extreme resiliency—how much longer can we expect this trend continue?
TheStreet, 07/19/17

With Health Care Reform Dead, Markets Look to the Next Big Thing. After the Trump administration’s failed attempts at repealing the current health care laws, the markets don’t seem to be shaken, remarks Brad McMillan, chief investment officer.
Forbes, 07/18/17

FP50 2017: Which IBDs netted the most fees? In its annual FP50 independent broker/dealer issue, Financial Planning recognizes Commonwealth as ranking number 4 in fee revenue.
Financial Planning, 07/14/17

Seize the Summer with These 3 Growth Activities. Looking for ideas on how to turn summer activities into hot prospecting opportunities? Kristine McManus, chief business development officer, practice management, shares tips to turn up the heat on your firm’s growth potential. 
FPA Practice Management Blog, 07/13/17

Wall Street ends flat as politics drive stocks. After initially falling sharply after an uncertain political environment, stocks ultimately were not affected, says Brad McMillan, chief investment officer.
Reuters, 07/11/17

Economic Risk Factor Update: July 2017. Despite some concerns over trends, various economic indicators suggest the data for June was generally positive, giving July a green light from Brad McMillan, chief investment officer.
Financial Advisor, 07/11/17

Why financial advisers need to actively manage their continuity plans. Even if you have a strong continuity agreement or succession plan in place, surprises can come your way. Joni Youngwirth, managing principal, practice management, shares suggestions to actively manage your plan.
InvestmentNews, 07/05/17

Brad McMillan on Bloomberg Radio’s Bloomberg Markets. [Audio] As part of the station’s exclusive live coverage of Boston’s Independence Day fireworks show and Boston Pops concert, Brad McMillan, chief investment officer, speaks with hosts Pimm Fox and Lisa Abramowicz on market growth, expectations, and volatility. 
Bloomberg Radio, 07/03/17

Behind the Numbers with Brad McMillan. With an expanding economy and companies’ top and bottom line growth to thank, Q2 finishes strong with a positive outlook for the remainder of the year, says Brad McMillan, chief investment officer.
InvestmentAdvisor, 07/01/17

Brad McMillan: Similarities Between 2017 and 1999. [Audio] According to Brad McMillan, chief investment officer, economic indicators prove to be the best guide to where we are going in the future, and current market environments share a lot in common with those of 1999.
Wall Street Journal’s Your Money Matters Podcast, 06/30/17

Transcript: Nightly Business Report – June 30, 2017. Economic growth may be slowing, but confidence is high. Brad McMillan, chief investment officer, weighs in on what this means for the second half of 2017.
Nightly Business Report, 06/30/17

Why advisers are less satisfied in their jobs. Commonwealth received the highest ratings of any firm, 946, in the J.D. Power 2017 U.S. Financial Advisor Satisfaction Study.
Financial Planning, 06/29/17

Best & Worst BDs for Advisors: J.D. Power – 2017. Despite a decrease in satisfaction among independent advisors across the channel, Commonwealth continues to do very well in the polls due to an “advisor centric” mentality, says Wayne Bloom, CEO.
ThinkAdvisor, 06/29/17

The Importance of Time Horizons for Investing (and Beyond). According to Brad McMillan, chief investment officer, there is a recipe for success when it comes to investing.
Forbes, 06/27/17

FSI Taps New Board Members, Leadership for 2018. John Rooney, managing principal, San Diego, has been elected to the Financial Services Institute’s 2018 Executive Committee.
ThinkAdvisor, 06/27/17

Greg Gohr on Bloomberg Radio at Retirement Symposium. Greg Gohr, senior vice president, wealth management, sat down with Bloomberg Radio’s Pimm Fox and Lisa Abramowicz to discuss the shift in focus to holistic financial planning, the infrastructure Commonwealth provides advisors, and active management.
Bloomberg Radio, 06/19/17

Cetera Rolls Out Insurtech Solution: Tech Roundup. Coverage of Commonwealth’s Best Place to Work in IT award by Computerworld. Darren Tedesco, managing principal, innovation and strategy, and Wayne Bloom, CEO, are quoted.
ThinkAdvisor, 06/16/17

The glaring resemblance between 2017 and 1999, in five charts. [Broadcast] Brad McMillan, chief investment officer, outlines the glaring resemblance between the years 2017 and 1999.
CNBC’s Trading Nation, 06/16/17

This Is What You Should Do Now That Apple, Facebook and Netflix Took a Huge Hit. [Broadcast] As the Federal Reserve plans to hike rates and the markets are reacting to a tech sell off, Brad McMillan, chief investment officer, reveals whether there is reason to worry.
TheStreet, 06/13/17

Trump has always had an advantage on the economy: Larry Kudlow. [Broadcast] What are market expectations for the rest of the year? Alongside senior contributor Larry Kudlow, Brad McMillan, chief investment officer, discusses the impact of the Trump administration on the economy with hosts Becky Quick, Brian Sullivan, and Steve Liesman.
CNBC’s Power Lunch, 06/13/17

Best Places to Work in IT 2017 Employer Profile: Commonwealth Financial Network. For the 11th consecutive year, Commonwealth has been ranked a Best Place to Work in IT by Computerworld. Commonwealth was ranked the number 9 firm to work for among small organizations (defined as having fewer than 1,000 U.S. employees) and received a nationwide ranking of number 4 for career development.
Computerworld, 06/12/17

Back Where We Started: Dow Fails to Hold Record High as Blue Chips Unmoved by Comey. The S&P 500 and Dow Jones Industrial Average finished little changed following “Super Thursday.” Brad McMillan, chief investment officer, explains why.
Barron’s, 06/08/17

Green, Yellow, or Red Light? What Market Conditions Tell Us About the Current Risk Level. Red, yellow, or green? Brad McMillan, chief investment officer, reveals what this month’s risk factors tell us about the current market environment.
Forbes, 06/08/17

Super Thursday: What It Means (and What It Doesn’t). In the wake of Super Thursday, there are a few things that investors should (and should not) consider while moving forward, says Brad McMillan, chief investment officer.
Financial Advisor, 06/08/17

The Pros and Cons of AB Trust Planning: Is It Still Effective? AB trust planning has traditionally been the main approach to estate planning for married couples, but there may be a simpler way to minimize estate taxes.
ThinkAdvisor, 06/06/17

How to Get the Right Prospect to Your Event. Unsure how to get the guests you really want at your client event? Joni Youngwirth, managing principal, practice management, shares a few simple approaches for getting the right prospects at your event.
FPA Practice Management Blog, 06/06/17

FP50: A case for optimism. In an article covering the current state of the industry, Wayne Bloom, CEO, comments on steps Commonwealth has taken to come into fiduciary compliance.
Financial Planning, 06/01/17

FP50: IBDs with the largest total revenues. In its annual FP50 independent broker/dealer issue, Financial Planning recognizes Commonwealth as ranking number 4 in highest total revenue.
Financial Planning, 06/01/17

How to Jump-Start the Succession Planning Process. Are you one of the 70 percent of advisors who has neglected the important task of succession planning? John Fencil, practice management consultant, shares guidelines for preparing for the next phase of your business and your life.
InvestmentNews, 06/01/17

The Lost Art of the Phone: Turn Yours into a Tool for Growth. How can you make the most of everyday opportunities? Kristine McManus, chief business development officer, practice management, shares three tips for better phone calls that will help you maximize your communication on a daily basis.
WealthManagement.com, 06/01/17

Key Steps Toward an Employee-Friendly Firm. It’s important to find and keep the right employees, plus match them to the right jobs so that your practice can reach its profitable potential. Angela Sarver, manager, practice management, shares nine ways to develop a solid human resources strategy.
WealthManagement.com, 06/01/17

Baby-Boomer and Millennial Advisors: Overcoming the Disconnects. Maria Considine King, vice president, practice management, shares different ways advisors can find common ground between generations—keeping the focus on running a successful business and conveying stability and longevity to clients.
WealthManagement.com, 06/01/17

Are brokers really ready to be fiduciaries? John Rooney, managing principal, San Diego, comments on the legal risks and compliance pitfalls that the Department of Labor fiduciary rule presents.
InvestmentNews, 06/01/17

The CIO of a $114 billion firm explains why all investors should read Shakespeare. Money managers must also understand the human side of things, says Brad McMillan, chief investment officer.
Business Insider, 05/30/17

The CIO of a $114 billion investment firm sees “stormy weather” ahead for stocks. Brad McMillan, chief investment officer, discusses the market, valuations, investor complacency, and President Trump’s lessening impact.
Business Insider, 05/27/17

Economic Policies and Political Populism: What's the Connection? Stagnating wage growth is a leading contributor to the surge in populism. Brad McMillan, chief investment officer, investigates what else is driving this trend.
Forbes, 05/25/17

Why financial advisers need to rethink their strategies now. Most industries experience rapid change—ours is no different. Joni Youngwirth, managing principal, practice management, explains why advisors should see significant change as an opportunity to reassess their business strategy.
InvestmentNews, 05/24/17

Why the 200-Day Moving Average Is a Good Worry Signal. If it’s not time to worry about the markets yet, when will it be, asks Brad McMillan, chief investment officer.
Forbes, 05/19/17

Broker-dealers are seeing a cut in annual SIPC assessments; will advisers see the same? John Rooney, managing principal, San Diego, comments on Commonwealth’s move to reduce SIPC assessments for its advisors.
InvestmentNews, 05/16/17

Should We Be Worried About a Recession in China? China’s yield curve inverted, sending 5-year yields above 10-year yields. Brad McMillan, chief investment officer, considers whether this is a sign of impending recession.
Forbes, 05/12/17

How the WEP and GPO Affect Retirement Income. Will your clients’ retirement income be affected by the windfall elimination provision (WEP) and the government pension offset (GPO)? Commonwealth covers everything you need to know about these two legislative provisions.
ThinkAdvisor, 05/04/17

Beta Testing Change in Your Ensemble Practice. You want to make some changes in your practice, but your business partner doesn’t agree. Now what? According to Joni Youngwirth, managing principal, practice management, beta testing change can help everyone in the firm move toward data-driven decision making.
FPA Practice Management Blog, 05/04/17

Large independent broker-dealers continue to make headway with recruits. Andrew Daniels, managing principal, business development, comments on Commonwealth’s steady recruiting in 2017, and how the DOL rule is not stopping advisors from finding a better platform to support their business.
InvestmentNews, 05/01/17

Thinking Gen X: An Overdue Look at an Overlooked Generation. Advisors need to think like Generation X to reach this important group of soon-to-be investors in their peak earning years. Kol Birke, senior vice president, technology strategy and financial behavior specialist, explains the reasoning behind Generation X’s low risk tolerance and need for trust.
ThinkAdvisor, 05/01/17

The “Middle Kid” Sounds Off. Kol Birke, senior vice president, technology strategy and financial behavior specialist, expands on Generation X’s preference to live in the moment rather than save for retirement.
ThinkAdvisor, 05/01/17

3 missteps that could stunt financial advisers' growth. Without a proper strategy, you might actually do more harm than good when trying to grow your advisory firm, says Joni Youngwirth, managing principal, practice management.
InvestmentNews, 05/01/17

Integration—The Holy Grail of Financial Technology. Integrated technology can help you improve efficiency and maintain a high level of service for your clients. Darren Tedesco, managing principal, innovation and strategy, poses the question, how close are we to realizing a “fully” integrated solution?
InvestmentNews, 05/01/17

The Science of Helping Clients Change. Do you have clients who are reluctant to change their bad habits? Kol Birke, senior vice president, technology strategy and financial behavior specialist, provides a detailed explanation of several research-backed concepts and techniques on how people change.
Journal of Financial Planning, 05/01/17

Sell in May and Go Away? There are a lot of dubious investing adages out there. Brad McMillan, chief investment officer, offers a case in point: “Sell in May and go away.”
Financial Advisor, 05/01/17

Stagnation Time Again: Dow Goes Nowhere as Tax Talk Taxes
. Brad McMillan, chief investment officer, looks at the potential benefits and costs (and why we shouldn’t get too involved just yet).
Barron’s, 04/27/17

Advisors on Trump’s Tax Plan: Praise, Concern and Shrugs. With a blueprint of Trump’s proposed tax reform plan available, it seems plausible that the deficit would grow as a result, says Brad McMillan, chief investment officer.
ThinkAdvisor, 04/27/17

10 Ways to Engage Gen Xers. Kol Birke, senior vice president, technology strategy and financial behavior specialist, recommends going beyond asking questions and coming back with solutions. Instead, he says this generation wants to be part of the financial planning process.
ThinkAdvisor, 04/26/17

Wall Street talking Nasdaq 6,000 as stock market rallies after French election. The market may still be capable of higher highs, comments Brad McMillan, chief investment officer.
MarketWatch, 04/24/17

Top independent broker-dealers by revenue and payout. In its annual analysis, InvestmentNews looks closely at how the top 50 independent broker/dealers fared in 2016. Commonwealth ranked #2 by average annual payout per advisor.
InvestmentNews, 04/23/17

Independent broker-dealers hit a wall. Commonwealth is one of the eight (out of 25) independent broker/dealers to post revenue growth in 2016. John Rooney, managing principal, San Diego, comments on industry consolidation.
InvestmentNews, 04/22/17

The French Election: What It Could Mean for the U.S. Brad McMillan, chief investment officer, looks at whether France, with its upcoming election, will rock the political foundations of the world’s largest collective economy.
Forbes, 04/21/17

Everything in Moderation: The Fine Line Between Sufficient and Excessive Passion. Is it possible to have too much passion for your career? Joni Youngwirth, managing principal, practice management, shares telltale signs of excessively passionate people.
FPA Practice Management Blog, 04/13/17

Futures Lower as Trump Says Dollar “Too Strong,” Big Banks Top Earnings Estimates. Stock futures are trading lower. Brad McMillan, chief investment officer, looks at how earnings will fare.
TheStreet, 04/13/17

The 2017 Independent Broker/Dealer Report Card. In its annual Independent Broker/Dealer Report Card, Wealth Management asks advisors to rate the firms they work with on a number of factors, including service, practice management, and technology.
Wealth Management, 04/06/17

Nightly Business Report. [Broadcast] What are the real risks to our stock markets? Brad McMillan, chief investment officer, comments that although geopolitical risks are rising, investors are primarily focused on domestic policy. (Note: Brad’s segment runs from 7:25–10:27.)
CNBC, 04/06/17

A Primer for Strategically Gifting Assets. A look at how strategic gifting can help your clients efficiently transfer appreciating assets while meeting their estate planning goals.
ThinkAdvisor, 04/04/17

No Going Back. In the cover story for April, Financial Advisor takes a pulse on the industry in the new fiduciary era. Wayne Bloom, CEO, comments on Commonwealth’s value proposition.
Financial Advisor, 04/03/17

FA’s 2017 Independent Broker-Dealer Ranking. Commonwealth ranks highest in gross revenue per advisor among independent broker/dealers and fourth in gross revenue.
Financial Advisor, 04/03/17

Asset Allocation: Behind the Numbers with Brad McMillan. Expectations are high for economic growth in the second quarter of 2017. Brad McMillan, chief investment officer, notes that history supports the notion that it will happen.
Investment Advisor, 04/01/17

The resoundingly positive story of Q1. [Broadcast] Globally, conditions are better than they’ve ever been, according to Brad McMillan, chief investment officer.
CNBC Worldwide Exchange, 03/31/17

After the Health Care Bill, What Next for Congress? Maybe the health care nonvote isn't as much of a fail as everyone thinks. Brad McMillan, chief investment officer, questions whether this could be a political success story in the long term.
Forbes, 03/30/17

When Was the Last Time You Reviewed Your Associate’s Compensation? Have you evaluated your associate's compensation recently? In her latest FPA Practice Management blog post, Joni Youngwirth, managing principal, practice management, discusses how advisors can determine the appropriate compensation for their associates as their roles expand.
FPA Practice Management Blog, 03/28/17

Stock market faces crucial test as Trump suffers setback. Trump’s health care bill setback will be a critical test for a stock market that’s been riding on hope and change, says Brad McMillan, chief investment officer.
MarketWatch, 03/26/17

Yesterday's Market Drop: The End of the Rally? After a long calm stretch, the market drop is jarring (but also perfectly normal), reflects Brad McMillan, chief investment officer.
Forbes, 03/22/17

Commonwealth Sticks, Reluctantly, to No-Comms Stance. CEO Wayne Bloom reiterates Commonwealth’s plans for staying in compliance with the deadline of the DOL rule and stands by the firm’s decision to eliminate commission business in retirement accounts with the DOL rule as it currently stands.
Financial Advisor IQ, 03/15/17

Is Trump Creating Jobs? February Unemployment Report Expected to Show Hiring Increase. The jobless rate’s effects on interest rates, job creation, and wage growth are all under watch this month, according to Brad McMillan, chief investment officer.
International Business Times, 03/09/17

The Bull Market Is 8 Years Old. What’s Next? Strong fundamentals are supporting this bull market. But Brad McMillan, chief investment officer, says the question of longevity remains.
ThinkAdvisor, 03/08/17

Banks, health care companies lead stocks slightly higher. Banks and health care stocks rose the most after the interest rate hike. Will the Fed continue to raise its rates, asks Brad McMillan, chief investment officer.
Boston Globe, 03/04/17

Should You Choose an Internal or External Successor? What are the succession options for financial advisors? Joni Youngwirth, managing principal, practice management, explores the pros and cons of internal versus external succession to help you decide which path is right for you.
WealthManagement.com, 03/01/17

Does Your Advisory Firm Need a Chief Compliance Officer? Given the ever-changing regulatory landscape, have you thought of hiring a chief compliance officer? Angela Sarver, manager, practice management, shares three options for filling this compliance role, including pros and cons you may want to consider.
WealthManagement.com, 03/01/17

Could Telecommuting Work for Your Business? Advances in technology have changed the workplace, and many employees are interested in working from home. But is this the right move for your business? Kristen Terpstra, associate consultant, practice management, offers insight on the various options to consider when making this decision.
WealthManagement.com, 03/01/17

The Dow Cracks 21,000 for the First Time. [Audio] After the Dow broke closing records, how long can the rally last and how high can it possibly go, asks Brad McMillan, chief investment officer.
Wall Street Journal What’s News Podcast, 03/01/17

Dow Cracking 21,000 – How Far Can the Rally Run? After the Dow 21,000, markets may have further to climb. Brad McMillan, chief investment officer, says to enjoy the ride, but remember—what goes up must come down.
ValueWalk, 03/01/17

What Hangover? Dow Soars 300 Points to Record High as Trump Sends Stock Soaring. The bull market could have a ways to run. But Brad McMillan, chief investment officer, comments that high valuation levels have historically led to high levels of risk.
Barron’s, 03/01/17

"Pure exuberance": Investor sentiment hasn't been this high since two bubbles ago. Be cautious of the risks while you’re enjoying the boom times, says Brad McMillan, chief investment officer.
CNBC, 03/01/17

Millennials: Who Are They and What Do They Want? Are you grooming a younger advisor to be your successor? It’s important to understand the wants and needs of this generation, which, according to Kol Birke, senior vice president, technology strategy and financial behavior specialist, might be things we all might enjoy.
ThinkAdvisor, 02/27/17

As Economy Normalizes, Politics Holds Less Sway. As the economy normalizes, politics and policy aren’t driving the market as much as they were, comments Brad McMillan, chief investment officer.
Forbes, 02/27/17

Thinking Millennial: How to Woo the Largest Generation. How can advisors better understand what millennials, now the largest generation in American history, need to reach their financial goals? Kol Birke, senior vice president, technology strategy and financial behavior specialist, touches on the challenges millennials face, their interest in human advice, and how advisors can engage with millennials and earn their business.
ThinkAdvisor, 02/27/17

What a Difference a Year Makes. Given the market's fluctuations over the past year, Brad McMillan, chief investment officer, says we shouldn't get too excited over short-term developments.
Financial Advisor, 02/16/17

What Does Brad McMillan Want to Hear from Yellen? [Audio] Is the Fed still optimistic about the economy? Brad McMillan, chief investment officer, looks for insights on the correlation between Fed policy and interest rates.
Wall Street Journal’s Your Money Matters Podcast, 02/13/17

U.S. Markets—Up or Down? It Depends on Your Time Frame. Are the U.S. markets up or down? According to Brad McMillan, chief investment officer, it depends on your time frame.
Forbes, 02/13/17

S&P 500 year-end base case 2400: Pro. [Broadcast] What's behind the ongoing rally in the stock market? Here’s why Brad McMillan, chief investment officer, thinks equities are responding to fundamentals and growing consumer confidence, not, as some would suggest, to President Trump and his policies.
CNBC Power Lunch, 02/10/17

Trickery and Familiarity Can Bring Clients to Heel. Kol Birke, senior vice president, technology strategy and financial behavior specialist, explains the moral responsibility that advisors have to do what’s best for their clients—adding that it simply feels good to help clients achieve their goals, even when it involves a few behavioral techniques.
Financial Advisor IQ, 02/09/17

Bloomberg Markets: McMillan Sees “Running Room” in Markets. [Audio] Brad McMillan, chief investment officer, has a discussion on the state of the markets with hosts Carol Massar and Cory Johnson.
Bloomberg Radio’s Bloomberg Markets, 02/07/17

How to Earn Your Clients' Trust. Patrick Noonan, advanced planning consultant, shares action steps for advisors to build trust with clients and position themselves for long-term success.
InvestmentNews, 02/03/17

What’s in Your ETF Strategist’s Portfolio? Brian McCormick, senior investment research analyst, discusses how Commonwealth takes a qualitative approach when evaluating exchange-traded fund strategists.
ETF Advisor, 02/01/17

The Fed Expects “Further Strengthening” of Labor Market But Leaves Interest Rates Unchanged. As expected, the Fed announced it would keep rates steady. Brad McMillan, chief investment officer, looks at the reason behind that decision.
Forbes, 02/01/17

How a Border Tax Could Backfire on the U.S. Economy
. Trump was elected to disrupt the status quo, but with the economy, the status quo is actually pretty good, according to Brad McMillan, chief investment officer.
Advisor Perspectives, 01/30/17

Abandoning TPP, Trump Signals Major Shift for U.S. Trade. With the U.S. out of the TPP deal, Brad McMillan, chief investment officer, says control of the Asian economic system is up for grabs.
Forbes, 01/26/17

Transcript: Nightly Business Report – January 26, 2017. Transcripts from a recent broadcast interview with Tyler Mathisen, where Brad McMillan, chief investment officer, discusses market expectations and earnings growth.
Nightly Business Report, 01/26/17

Dow Weathers Rocky Road to 20,000 Milestone. Brad McMillan, chief investment officer, comments on economic acceleration and the consumer confidence that follows.
U.S. News & World Report, 01/25/17

Here's why Dow 20,000 is the “picture-perfect” moment Wall Street has been waiting for. Brad McMillan, chief investment officer, comments on how the election affected the Dow 20,000 milestone.
Business Insider, 01/25/17

Why the “Trump Rally” may be overdone. Brad McMillan, chief investment officer, gives the big picture on why more gains remain to be seen.
USA TODAY, 01/24/17

Finra's new chief Robert Cook vows to take a “fresh look” at enforcement. FINRA’s recently appointed CEO, Robert Cook, promises to engage in the art of listening. John Rooney, managing principal, San Diego, sees this fresh perspective as a way to move FINRA forward.
InvestmentNews,01/24/17

Estate Planning 101: Motivating Clients to Get Started. A basic estate plan is essential for every client. If you begin your estate planning discussions by helping clients focus on the positive aspects of putting a plan in place, you might find it easier to motivate them to commit to the process, says Rose Watson, director, advanced planning.
ThinkAdvisor, 01/24/17

Don’t Make Changes to Your Portfolio Now That Trump Is President – Adviser. [Video] A properly diversified portfolio will allow investors to “enjoy the ride,” says Brad McMillan, chief investment officer.
TheStreet, 01/23/17

Pro: Reading market signals. [Video] In the early days post-inauguration, will financials keep doing well? Will we continue to see the kind of outperformance that we’ve witnessed recently? Brad McMillan, chief investment officer, weighs in.
CNBC’s Worldwide Exchange, 01/23/17

2017 to be year of independent broker-dealer mergers. The costs and regulations associated with the Department of Labor’s fiduciary rule are likely to cause industry consolidation. John Rooney, managing principal, San Diego, comments on what a delay or repeal could create.
InvestmentNews, 01/22/17

S&P 500 Earnings Beating the Consensus Forecast . . . So Far. (Available to subscribers only.) According to Brad McMillan, chief investment officer, stocks aren't accurately reflecting the macroeconomic picture.
Barron’s, 01/21/17

Brad McMillan on Stock Market Risk Factors. [Audio] We are in a risky environment, but is it high or immediate? Brad McMillan, chief investment officer, looks at valuation levels to measure it.
Wall Street Journal’s Your Money Matters, 01/17/17

Broker-dealers have different views on recruiting over next six months. Broker/dealers have mixed feelings on the potential impact that the Department of Labor’s fiduciary rule will have on recruiting in the first half of 2017. Andrew Daniels, managing principal, business development, comments on Commonwealth’s strong recruiting results.
InvestmentNews, 01/12/17

Risk Ahead in 2017? The U.S. economy and stock market are on a roll, but Brad McMillan, chief investment officers, says that doesn’t mean things can’t go wrong in 2017.
Forbes, 01/05/17

Signs of Faster Growth in 2017. Now that election results are in, we have some clarity on the markets in 2017. Brad McMillan, chief investment officer, pens his outlook for a special issue of Wealth Management Magazine.
WealthManagement.com, 01/01/17

2016

Dow Flirtation with 20,000: A Ceiling or the Santa Claus Rally? According to Brad McMillan, chief investment officer, an earnings-driven market and economy are ahead for 2017.
ThinkAdvisor, 12/27/16

Fed Rate Increase: Actually a Good Sign for Investors. What do higher short-term rates mean for stock and bond investors? Brad McMillan, chief investment officer, weighs in.
Forbes, 12/20/16

Wrong Number: Dow Gains 90 Points but 20,000 Remains Elusive. Brad McMillan, chief investment officer, says the market could end the year wrapped up with a 20,000 bow.
Barron’s, 12/20/16

The New Social Security Conversation. What recommendations do you give to clients regarding when to claim social security? Learn how rule changes have changed the conversation.
ThinkAdvisor, 12/15/16

As Stocks Rally, Why Don’t Your Returns Look Better? It’s natural to look at the Dow to see how it matches up with your own portfolio, but it really isn’t a good comparison, according to Brad McMillan, chief investment officer.
Forbes, 12/15/16

Brad McMillan on Dow 20000, Fed’s Hawkish Stance. [Audio] Brad McMillan, chief investment officer, says stocks pulled back as investors were surprised by the Fed's hawkish stance on future rate hikes.
WSJ Podcasts, 12/14/16

Yellen Thinks the Economy Is Moving in the Right Direction, Which Bodes Well for Stocks. [Video] After the Fed meeting, economic trends seem to be moving in the right direction, according to Brad McMillan, chief investment officer.
TheStreet, 12/14/16

Investment industry sweats Trump stance on fiduciary rule. Although there is post-election optimism that the DOL rule could be repealed, uncertainty remains and all must comply as though it is going to pass. Wayne Bloom, CEO, reiterates that position.
CNBC, 12/13/16

Revisit Advisor Fees to Stay Profitable. An advisor’s fees must be commensurate with services provided. Brian Lampron, director, advisory services, offers insight on how to evaluate and revise fee structures, plus how to communicate changes to clients.
Financial Advisor IQ, 12/13/16

Dow 20,000 in Sight. Brad McMillan, chief investment officer, asks how likely are we to hit Dow 20,000, and what happens next if we do?
Financial Advisor, 12/12/16

Trumponomics 101. Brad McMillan, chief investment officer, comments that the economy could benefit from some of the very stimulative effects of some of Trump’s policy actions.
U.S. News & World Report, 12/09/16

Business Planning: Déjà Vu with a Twist. Are you preparing your firm’s business plan for next year? Joni Youngwirth, managing principal, practice management, shares a few ideas on how to set up your business plan using SMART goals, helping you stay on track all year.
FPA Practice Management Blog, 12/08/16

McMillan: Not concerned about any short-term possible pullbacks. [Broadcast] The markets have continued to rally since the election, reaching all-time high after all-time high. Should we be nervous about a short-term pullback? Brad McMillan, chief investment officer, weighs in.
CNBC, 12/08/16

Preparing for an End-of-Career Transition. Co-authors Maria Considine King, vice president, practice management, and Joni Youngwirth, managing principal, practice management, address the emotional and logistical sides to successfully transitioning your practice to a successor.
Journal of Financial Planning, 12/01/16

To Grow or Not to Grow: A Financial Advisor’s Dilemma. Should you grow your financial advisory practice, or should you disengage? Joni Youngwirth, managing principal, practice management, helps determine which path is right for you.
WealthManagement.com, 12/01/16

How to Keep Your Employees Satisfied and Engaged. Happy employees tend to be stronger performers. Angela Sarver, manager, practice management, explores several factors that are key for almost any employee’s sense of job satisfaction.
WealthManagement.com, 12/01/16

9 Best Practices for Videoconferencing with Clients. Once you’ve conducted due diligence to ensure that videoconferencing is a viable solution for your clients, Kristen Terpstra, associate consultant, practice management, recommends these tips for using this technology to enhance your service model.
WealthManagement.com, 12/01/16

Markets Are Hitting New Highs: So What? Indices are hitting new highs, but how much should you really care, asks Brad McMillan, chief investment officer.
Forbes, 11/30/16

5 ways advisers can show gratitude this season. Who helped you achieve success in 2016? Take a moment to reflect on your accomplishments, and then demonstrate your appreciation in unique ways, says Joni Youngwirth, managing principal, practice management.
Financial Planning, 11/23/16

US Economy Looking Bright, Says Commonwealth. In his post-election teleconference, Brad McMillan, chief investment officer, shares his thoughts on the economy and offers this advice to investors: stick to investment plans for the long haul.
Financial Advisor, 11/23/16

Retirement account reforms may be under threat with new administration. Wayne Bloom, CEO, comments on Commonwealth’s plan to stay the course and reassess should rulings change.
Boston Globe, 11/22/16

Women go nontraditional with new advisory practices. Joni Youngwirth, managing principal, practice management, explains how women are carving out a specific niche for their firms.
InvestmentNews, 11/21/16

Presidential election sparks awareness of gender issues. Joni Youngwirth, managing principal, practice management, discusses the underrepresentation of women in the financial advice industry and the pay inequities between male and female advisors.
InvestmentNews, 11/21/16

A Lesson in Humility: What I Learned from Dan Rather. Joni Youngwirth, managing principal, practice management, shares her experience meeting Dan Rather and the life lesson he gave her.
FPA Practice Management Blog, 11/17/16

The Trouble with “Low-Volatility” Strategies, Part II. Is low volatility the new high volatility? Peter Essele, portfolio manager, takes a look at low-volatility strategies.
AdvisorAnalyst.com, 11/16/16

10 creative perks designed to make workers feel appreciated. (Available to subscribers only.) Commonwealth’s founder and chairman, Joe Deitch, talks about the Sunday River Club in this Best Place to Work feature focused on creative ways employers demonstrate appreciation for their employees.
Boston Globe, 11/17/16

Here’s Why the Federal Reserve Must Raise Interest Rates in December. [Video] Brad McMillan, chief investment officer, speaks about consequences if the Fed doesn’t hike rates, and how Yellen has “prepped” the markets.
TheStreet, 11/17/16

Is Your Clients’ Financial Behavior Hard-Wired in Their DNA? Can you change your clients’ financial behavior, or is DNA in control? Kol Birke, senior vice president, technology strategy, and financial behavior specialist, explores the nature versus nurture debate when it comes to financial decision making.
ThinkAdvisor, 11/15/16

Commonwealth’s McMillan: Need More Clarity on Trump’s Agenda. [Audio]
Bloomberg Radio’s Bloomberg Markets, 11/10/16

Commonwealth CIO Sees Economic Tailwinds. Excerpting James Green’s story, Barron’s highlights the thoughts of Brad McMillan, chief investment officer, on the Federal Reserve’s next move and positive outlook on GDP growth.
Barron’s, 11/09/16

Danger to markets? Keep an eye on bonds: Pro. [Broadcast]
CNBC Worldwide Exchange, 11/09/16

Dan Rather on Leadership and “Most Important Election in a Generation.” Coverage of noted newsman Dan Rather’s address to advisors at Commonwealth’s National Conference.
ThinkAdvisor, 11/08/16

Election Is “Start of the Show, Not the End”: Commonwealth’s McMillan. At Commonwealth’s National Conference, Brad McMillan, chief investment officer, sat down with James Green of the Investment Advisor Group to discuss the Federal Reserve, the presidential election, and other issues on advisors’ minds.
ThinkAdvisor, 11/07/16

Commonwealth CEO: “Unlimited Liability” Led to Dropping Commission Products. Coverage of CEO Wayne Bloom’s general session remarks to advisors regarding the firm’s response to the DOL fiduciary rule at Commonwealth’s National Conference.
ThinkAdvisor, 11/04/16

Sweet Charity, Sour Experience. How can you help clients build a strategic plan for their philanthropic efforts? Rose Watson, director, advanced planning, offers suggestions, beginning with an open-ended discussion.
Financial Advisor IQ, 11/04/16

Commonwealth offers brokers bridge financing as DOL takes toll in shift to fee-based IRAs. Coverage of President and Chief Operating Officer Rich Hunter’s National Conference general session remarks on how Commonwealth will help advisors comply with the DOL fiduciary rule.
InvestmentNews, 11/04/16

Bloomberg Markets: Commonwealth’s McMillan on Jobs, Slow Growth. [Audio]
Bloomberg Radio’s Bloomberg Markets, 11/04/16

Wondering If You Should Change Affiliation Models? Greg Gohr, senior vice president, wealth management, explains how various affiliation models work and how to choose the best one for you and your practice.
InvestmentNews, 11/01/16

US STOCKS-Wall St rises amid robust GDP data, mixed earnings. There is a tug-of-war going on, according to Brad McMillan, chief investment officer. Earnings are improving, while the election and the Fed are unknowns.
Yahoo! Finance, 10/28/16

Commonwealth to Ditch IRA Commissions. Coverage of the firm’s announcement to cease offering commission-based products in all retirement accounts.
Barron’s, 10/26/16

Commonwealth Financial Kills Commissions on IRAs. Coverage of the firm’s announcement to cease offering commission-based products in all retirement accounts.
Financial Advisor IQ, 10/26/16

Commonwealth Switches to Fee-Only for Retirement Accounts. Coverage of the firm’s announcement to cease offering commission-based products in all retirement accounts.
Financial Advisor, 10/25/16

Commonwealth to Eliminate Commission-Based Products in Retirement Accounts. Coverage of the firm’s announcement to cease offering commission-based products in all retirement accounts.
WealthManagement.com, 10/25/16

Commonwealth Won’t Offer Commission-Based Products for DC Plan Clients. Coverage of the firm’s announcement to cease offering commission-based products in all retirement accounts.
PLANADVISER, 10/25/16

More fiduciary fallout: Commonwealth to stop offering commission-based retirement accounts. Coverage of the firm’s announcement to cease offering commission-based products in all retirement accounts.
Financial Planning, 10/25/16

Commonwealth Financial eliminates commission-based retirement products in wake of DOL rule. Coverage of the firm’s announcement to cease offering commission-based products in all retirement accounts.
InvestmentNews, 10/24/16

Commonwealth Financial to dump commission business for IRA and 401(k) accounts. Coverage of the firm’s announcement to cease offering commission-based products in all retirement accounts.
RIABiz, 10/24/16

DOL Rule Casualty: Commonwealth Drops Commission Retirement Products. Coverage of the firm’s announcement to cease offering commission-based products in all retirement accounts.
ThinkAdvisor, 10/24/16

Deals: Warning sign of a top? [Broadcast] Do big deals signal a market peak? Brad McMillan, chief investment officer, shares his thoughts on the market amid the recent AT&T and Time Warner merger.
CNBC, 10/24/16

The long-term effect of lifestyle-friendly advisory practices. The idea of the lifestyle practice seems to have grown in popularity, and the trend brings both good news and bad news for our industry. Joni Youngwirth, managing principal, practice management, outlines the consequences of pursuing this type of practice.
InvestmentNews, 10/20/16

Inflation and Everything Else. Inflation is getting better, but Brad McMillan, chief investment officer, says we’re not out of the woods yet.
Financial Advisor, 10/20/16

Active Management Could Rise from the Dead. Is the tide turning from passive to active management? Brad McMillan, chief investment officer, takes a closer look.
Forbes, 10/19/16

5 tips for winning debates with your clients. Kol Birke, senior vice president, technology strategy, and financial behavior specialist, shares a few easily implementable techniques for advisors to improve client outcomes.
InvestmentNews, 10/19/16

Commonwealth’s Brad McMillan Previews This Week. [Audio] Brad McMillan, chief investment officer, shares his thoughts on earnings and other data being released this week.
WSJ Podcasts, 10/17/16

Broker-dealers deploying advanced cybersecurity measures. At an InvestmentNews roundtable of broker/dealer technology professionals, Darren Tedesco, managing principal, innovation and strategy, comments on enhancements the firm will be rolling out soon and advocates clients’ use of dual-factor identification for added security.
InvestmentNews, 10/17/16

Silly Season: Dow Drops 45 Points but It Could Have Been Much, Much Worse. In the opinion of Brad McMillan, chief investment officer, a recession is not ahead.
Barron’s, 10/13/16

Stress-Test Your Retirement Plan Now. Brad McMillan, chief investment officer, shares some timely strategies to ensure that investors have enough come retirement.
Consumer Reports, 10/12/16

What We Can Learn from Career-Changer Advisers. In her latest contribution to the FPA Practice Management blog, Joni Youngwirth, managing principal, practice management, covers valuable skills that career-changing advisors possess that many lifelong advisors may benefit from.
FPA Practice Management Blog, 10/11/16

Economy Chugs Along as Job Creation, Unemployment Rise. The employment report is evidence of continued growth, according to Brad McMillan, chief investment officer.
U.S. News & World Report, 10/07/16

Time for a Rate Hike? U.S. Job Growth Steady, with 156,000 Jobs Added in September. The jobs report is proof that the economy is healing, says Brad McMillan, chief investment officer.
Forbes, 10/07/16

4 Ways to Improve Your Financial Planning Quarterback Rating. Stepping into the role of financial planning quarterback is more relevant than ever. Rose Watson, director, advanced planning, shares tips to help you build confidence, trust, and respect with your clients.
ThinkAdvisor, 10/06/16

U.S. election, rate outlook to curb Wall Street gains this year: Reuters poll. Policy uncertainty is holding stocks back, comments Brad McMillan, chief investment officer.
Reuters, 10/04/16

Keep Plugging In. Commonwealth has long prioritized investing in technology. Darren Tedesco, managing principal, innovation and strategy, provides an overview of what technology projects are in the works for 2017.
Financial Advisor, 10/03/16

FinServ Slow to Adopt Marketing Methods Common to Other Consumer Retailers. During a networking roundtable hosted by WealthManagement.com, Todd Estabrook, senior vice president, chief marketing officer, comments on how a lead often comes from a number of marketing efforts, not just from the last exposure prospects had with a firm.
WealthManagement.com, 10/03/16

What to Do When Client Have an Emotional Meltdown. How can you best help clients avoid bad behavior? Kol Birke, senior vice president, technology strategy, and financial behavior specialist, shares tips to help manage certain scenarios.
InvestmentNews, 10/01/16

2016 Winner: Commonwealth Financial Network
. Commonwealth was recognized in the 2016 WealthManagement.com Industry Awards in the Corporate Social Responsibility/Diversity category for our grassroots effort with Birthday Wishes. For more than five years, Commonwealth has partnered with Birthday Wishes, a nonprofit organization whose mission is to bring the joy of a birthday party to children experiencing homelessness.
WealthManagement.com, 09/29/16

Market Could Get Bumpy if Trump’s Odds Improve. Markets could be volatile throughout the election, so worry constructively, says Brad McMillan, chief investment officer.
Forbes, 09/28/16

Markets Will Pay Close Attention to the Debate. [Audio] When speaking to investors from the debate stage, here’s what each candidate should keep in mind, according to Brad McMillan, chief investment officer.
Wall Street Journal’s Your Money Matters Podcast, 09/26/16

How advisers can best deal with the death of a client. Joni Youngwirth, managing partner, practice management, provides advice on various actions that should be taken before and after the death of a client.
InvestmentNews, 09/23/16

Refining Your Retirement Savings Recommendations by Generation. In a recent contribution to ThinkAdvisor, Commonwealth offers insights on how to build trust with millennials, guide Gen Xers and boomers in how to save better, and keep your business relevant to all clients.
ThinkAdvisor, 09/20/16

Experts Expect No Fed Rate Hike This Week. [Video] The Fed has never raised rates when market expectations were this low. Experts, including Brad McMillan, chief investment officer, see no changes coming this month.
TheStreet, 09/20/16

PANC 2016: Leveraging Provider Resources and Relationships. How do you determine which value-add tools to use at your practice? Kathleen Roche, vice president, retirement consulting services, shared her thoughts in a panel discussion at the PLANADVISER National Conference.
PLANADVISER, 09/15/16

What to Make of September Market Volatility. Brad McMillan, chief investment officer, takes a look at recent market volatility and the Fed’s role in it.
Forbes, 09/15/16

Traders Bemoaning Lack of Shock, Awe in Markets Finally Get Some. Increased activity is expected, comments Brad McMillan, chief investment officer, as investors prepare for the fourth quarter of the year.
Bloomberg, 09/13/16

How to protect yourself from bad clients. When it comes to protecting yourself from “bad” prospective clients, Joni Youngwirth, managing partner, practice management, cites some red flags to watch for.
InvestmentNews, 09/09/16

Dow Drops Nearly 400 Points in Worst Day Since Brexit Battering. Given how long it’s been since any volatility was seen, this 400-point drop has a significant impact, according to Brad McMillan, chief investment officer.
Forbes, 09/09/16

Gimme Shelter: Dow Tumbles 394 Points as Calm Gives Way to Chaos. Despite a large drop, there is not enough reason to really start worrying quite yet, says Brad McMillan, chief investment officer.
Barron’s, 09/09/16

US created 151,000 jobs in August vs. 180,000 jobs expected. What does the employment report mean for the Fed rate hike? Brad McMillan, chief investment officer, weighs in.
CNBC’s Nightly Business Report, 09/02/16

4 Ways to Grow Your Business Organically. Besides buying another practice or adding an advisor to your firm, what options do you have for growth? Kristine McManus, chief business development officer, practice management, outlines four strategies for fostering organic growth.
WealthManagement.com, 09/01/16

Build Workplace Culture, Drive Results. When the values that drive your firm’s culture are clearly defined and understood, it empowers your staff to act in ways that are consistent with those values. Angela Sarver, manager, practice management, explains how building a great culture in your firm can drive great results.
WealthManagement.com, 09/01/16

Living a Culture of Compliance. Every broker/dealer takes its own approach to establishing, communicating, and implementing cultural values. Paul Tolley, chief compliance officer, reflects on what culture means to Commonwealth.
InvestmentNews, 09/01/16

Centers of Influence: Expanding Your View Beyond CPAs. If you’re looking to grow your firm through business partnerships, Kristine McManus, chief business development officer, practice management, recommends you think outside the box.
WealthManagement.com, 09/01/16

What Not to Do When Growing an Advice Practice. Joni Youngwirth, managing principal, practice management, offers tips for business owners looking to grow, including delegating tasks and turning away unprofitable clients.
Financial Advisor IQ, 08/30/16

Closing Bell Exchange: Markets off Fed speak. [Broadcast] As the U.S. economy trends up and the international economy shows signs of improvement, Brad McMillan, chief investment officer, questions where the opportunities are for investors.
CNBC, 08/29/16

Irrational business decisions advisers don’t even know they’re making. By applying what Joni Youngwirth, managing principal, practice management, likes to call “behavioral practice management,” she shows advisors how their decisions can affect their firm’s bottom line.
InvestmentNews, 08/26/16

It’s Positive News for Housing and Manufacturing. Brad McMillan, chief investment officer, takes a look at last week’s economic data, plus what to expect in the week ahead.
Forbes, 08/22/16

Best Places to Work Awards. For the eighth consecutive year, Commonwealth has been ranked as one of the Best Places to Work in San Diego by the San Diego Business Journal. Of the 100 top workplaces for 2016, Commonwealth was honored as the fifth Best Place to Work among large companies.
San Diego Business Journal, 08/22/16

This Stock Indicator Hasn’t Been This High Since the Start of the Last Bear Market. For the first time since December 31, 1999, three major U.S. stock indices closed at new all-time highs, comments Brad McMillan, chief investment officer.
Money Magazine, 08/19/16

What’s the Best Way to Keep Clients with Your Firm? Talk to Them—Regularly. How do you nurture your relationships with current clients and engage their children (i.e., your future clients)? Our recent post on ThinkAdvisor explains why communication is critical when it comes to not getting fired by your clients or their heirs.
ThinkAdvisor, 08/11/16

Are You in Retirement Without Even Knowing It? In her latest FPA Practice Management blog post, Joni Youngwirth, managing principal, practice management, outlines key points to consider if advisors want to maintain a viable lifestyle practice.
FPA Practice Management Blog, 08/09/16

U.S. sees jobs surge in July, as employers add 255,000. Brad McMillan, chief investment officer, comments on July’s impressive employment report, pointing out the creation of jobs in high-wage areas.
Boston Herald, 08/06/16

Treasury Proposes to Close Estate and Gift Tax Loophole. Rose Watson, director of advanced planning, explains how a tax loophole affects families’ stakes in businesses and what the U.S. Treasury Department’s new regulatory proposal could bring.
ThinkAdvisor, 08/04/16

Kol Birke on Bloomberg Radio’s Taking Stock. [Audio] Kol Birke, senior vice president, technology strategy and financial behavior specialist, discusses millennials, robo-advising, and the significant role human advisors play with hosts Kathleen Hays and Pimm Fox.
Bloomberg Radio’s Taking Stock, 08/03/16

The biggest IBDs. In a slideshow featuring the country’s largest independent broker/dealers based on total revenue, Commonwealth ranks 4 out of 20.
Financial Planning, 08/02/16

Time for Poaching? Andrew Daniels, managing partner, business development, comments on the effects that “DOL ambivalence” has had on recruiting in the first half of the year.
Financial Advisor, 08/01/16

Don’t Have a Financial Advisor? Here’s Why You Need One. Most people can benefit from a little expert investment advice, comments Brad McMillan, chief investment officer.
Forbes, 08/01/16

GDP seen bouncing back in 2Q16. A few factors might explain why the projected growth figure for the second quarter might come in weaker than forecasted, according to Brad McMillan, chief investment officer.
USA TODAY, 07/29/16

IBDs with highest-producing reps. In a slideshow featuring the top 10 independent broker/dealers with the most high-end advisors, Commonwealth ranks #4.
Financial Planning, 07/25/16

McMillan: What to Watch on Wall Street This Week. [Audio] U.S. markets rallied nicely after the Brexit vote, and more gains may be ahead, according to Brad McMillan, chief investment officer.
Wall Street Journal’s Your Money Matters, 07/23/16

Low Interest Rates and Possible Bubble Trouble. Are low interest rates creating bubble-like conditions? Brad McMillan, chief investment officer, take a closer look.
Forbes, 07/22/16

FSI Elects Valerie Brown, Richard Bryant to 2017 Board. John Rooney, managing principal, San Diego, has been elected to the Financial Services Institute 2017 Executive Committee and will serve as finance chair.
ThinkAdvisor, 07/19/16

In Praise of Good Financial Advisers (You Know Who You Are). In her latest FPA Practice Management blog contribution, Joni Youngwirth, managing principal, practice management, praises good financial advisors for helping their clients not sweat the small stuff.
FPA Practice Management Blog, 07/14/16

Wall St. Rises, Helped by Bank Stocks. Wall Street has beat expectations, keeping investors happy and the market advancing. Brad McMillan, chief investment officer, weighs in.
New York Times, 07/14/16

Retirement Plan Asset Retention: Best Practices for Success. Acquiring retirement plan clients is only half the battle. What about retaining them? In a recent post to ThinkAdvisor, Dan Collins, business development consultant, retirement consulting services, shares strategies for stronger retirement plan asset retention.
ThinkAdvisor, 07/12/16

Seeming to shrug off Brexit, S&P closes at a record high. The S&P 500 performance indicates investors are willing to trade through market turmoil. Brad McMillan, chief investment officer, offers his thoughts.
Washington Post, 07/11/16

How we get to “full employment.” Achieving full employment is a stated goal of Federal Reserve monetary policy, but how do we get there? Brad McMillan, chief investment officer, weighs in.
Marketplace, 07/08/16

Should We Be Worried About Record-Low Interest Rates? A drop in interest rates could work in the economy’s favor, says Brad McMillan, chief investment officer.
Forbes, 07/07/16

Pressures in the market. [Broadcast] After a disappointing six-month period, are things turning around? According to Brad McMillan, chief investment officer, two huge headwinds—dollar strength and the collapse in oil—seem to be abating, a positive sign.
CNBC Squawk Box, 07/05/16

The Top 30 Independent Broker/Dealers in 2016. Developed in partnership with Cerulli Associates, this annual WealthManagement ranking is based on average assets per advisor. Commonwealth ranks #2, which speaks to our strength as a boutique broker/dealer and our ability to support industry-leading advisors.
WealthManagement.com, 07/01/16

Beach reads for techies 2016. Kol Birke, senior vice president, technology strategy and financial behavior specialist, shares his summer reading plans and top recommended books for technologists.
Computerworld, 07/01/16

What Brexit Crisis? Dow Jumps 270 Points as Fears Fade
. Why Brexit is a crisis of confidence, not one of fundamentals, according to Brad McMillan, chief investment officer.
Barron’s, 06/28/16

How Much Will the Brexit Vote Weigh on the U.S. Economy? [Video] Brad McMillan, chief investment officer, discusses the economic fallout from the Brexit vote with program anchors David Gura, Vonnie Quinn, and Matt Miller.
Bloomberg Markets, 06/28/16

Trade Gap Widens as Brexit Fallout Looms. Brad McMillan, chief investment officer, provides commentary on the real, indirect impacts of Brexit on the U.S.
U.S. News & World Report, 06/27/16

US Stocks Erase 2016 Gains After Brexit Vote Triggers Global SellOff. Post-Brexit, the global markets went into a state of shock; however, the effects should be smaller for the U.S, says Brad McMillan, chief investment officer.
Forbes, 06/24/16

2016 Finalist: Commonwealth Financial Network. Commonwealth is named a finalist in two categories in the 2016 WealthManagement.com Industry Awards—technology and corporate social responsibility.
WealthManagement.com, 06/22/16

McMillan: Brexit Do's and Don'ts for Investors. [Audio] Brad McMillan, chief investment officer, offers insights on how you should monitor Britain’s upcoming vote on whether to leave the European Union.
Wall Street Journal Your Money Matters, 06/22/16

IBDs with the richest accounts. In a slideshow featuring independent broker/dealers of high-end accounts, Commonwealth ranks 7 out of 10.
Financial Planning, 06/22/16

As the industry evolves, how will you use your time? In a future where robo-advisors may dominate investment management, advisors may function more as coaches or marriage counselors. Joni Youngwirth, managing principal, practice management, explores a few scenarios for advisors to consider.
InvestmentNews, 06/17/16

Think Estate Planning Should Be Left to the Attorney? Not So Fast . . . Before you decide to leave your client’s estate planning to the attorney, consider that you’re the one best positioned to help that estate plan succeed. Justin Duft, manager, advanced planning, takes a closer look at the role you can play.
ThinkAdvisor, 06/16/16

Letting Go of Relationships. What can advisors transitioning out of the business after decades-long relationships with clients do? Joni Youngwirth, managing principal, practice management, offers her thoughts.
FPA Practice Management Blog, 06/14/16

7 Questions and Answers About the Economy. Experts, including Brad McMillan, chief investment officer, identify risks and possible rewards for investors to consider in the second half of the year. Consumer spending continues to grow and housing continues to improve.
U.S News & World Report, 06/14/16

Brad McMillan on Bloomberg Radio's The Bloomberg Advantage. [Audio] Brad McMillan, chief investment officer, has a conversation on what Brexit means for the eurozone with program host Cory Johnson.
Bloomberg Radio’s The Bloomberg Advantage, 06/13/16

How to Spot a Bear Market. Crisis bear or confidence bear? If the drawdown is big, does it even matter? Duration-wise, it does, according to Brad McMillan, chief investment officer.
Forbes, 06/10/16

Voices: How to decide what investments are best for a firm. Joni Youngwirth, managing principal, practice management, explains how a selection grid can aid in prioritizing and making decisions.
Financial Planning, 06/08/16

5 Steps to Successfully Talk About Fees with Clients. As daunting and taboo as discussing fees with your clients might be, it is a vital component of forging a lasting bond. Greg Gohr, senior vice president, wealth management, offers five tips that can help you have more successful conversations.
ThinkAdvisor, 06/08/16

Preparing for the Next Bear Market: What to Do Now. [Audio] Brad McMillan, chief investment officer, joins host John Wordock to discuss what investors should do now to prepare for the next bear market.
Wall Street Journal Your Money Matters, 06/07/16

Rally Interrupted as Jobs Data Leaves S&P 500 Unchanged for Week. U.S hiring weakened and stocks were rattled, notes Brad McMillan, chief investment officer.
Bloomberg, 06/03/16

May jobs report hangs over anxious market. Brad McMillan, chief investment officer, provides insight on a potential rate hike in June.
USA TODAY, 06/02/16

Are You Protecting Your Practice Against These Risks? When the going gets rough, those who haven’t taken steps to protect themselves against various business risks will find themselves foundering. Bette Skandalis, practice management consultant, outlines a number of potential risks that could disrupt business.
WealthManagement.com, 06/01/16

Stop Thinking About Succession Planning as Retirement Planning. Succession planning is more often an exercise in risk management for you and, more important, for your clients. Bette Skandalis, practice management consultant, takes a closer look at today’s reality, some common advisor excuses, and the succession planning options available.
WealthManagement.com, 06/01/16

The Road Ahead: Should You Grow or Disengage? At some point, most advisors will arrive at a crossroads in their practices: Should they continue to pursue business growth? Or should they maintain the status quo and start to disengage? Joni Youngwirth, managing principal, practice management, helps answer these questions.
WealthManagement.com, 06/01/16

June risks could cause "summer of shocks." Shocks that could upend markets should be seen as potential, not probable, according to Brad McMillan, chief investment officer.
USA TODAY, 05/31/16

Where will new clients come from? Joni Youngwirth, managing principal, practice management, has a message for tenured advisors. Teach next-gen advisors the business development skills that got you where you are today.
InvestmentNews, 05/29/16

Choosing the Right Asset Protection Strategy. Asset protection strategies have a fairly straightforward purpose: to protect clients against the unexpected creditor. Rose Watson, director, advanced planning, looks at potential solutions for clients’ varying needs.
InvestmentNews, 05/26/16

Wage Growth and Spending: A Big-Picture Look. Higher wages may be set to drive a virtuous cycle of economic growth, says Brad McMillan, chief investment officer.
Financial Advisor, 05/26/16

Fed Officials Are Signaling a June Rate Hike, But Not Everyone Is Convinced. As Federal Reserve officials look ahead to their June meeting, Brad McMillan, chief investment officer, considers factors that may signal a turnaround for the economy.
International Business Times, 05/26/16

BDs Finding Balance: 2016 Broker-Dealer Reference Guide. Commonwealth is recognized as one of the top 10 broker/dealers, an annual listing based on 2015 gross revenue.
ThinkAdvisor, 05/25/16

Is Retirement Catching? Financial Advisers Might Soon Find Out. In her latest post to the Financial Planning Association’s Practice Management blog, Joni Youngwirth, managing principal, practice management, asks the question, "What might hasten advisors’ retirement?"
FPA Practice Management Blog, 05/19/16

A Simple Way to Keep Your Investment Biases in Check. Brad McMillan, chief investment officer, explains how investors can mitigate the effects of their biases.
Forbes, 05/18/16

Fed Flexes Muscle, June Rate Hike Still in Play. Due to a number of factors, a rate hike is more likely in July, says Brad McMillan, chief investment officer.
Fox Business, 05/18/16

Kol Birke: Commonwealth’s Empathetic Technologist–The 2016 IA 25. Kol Birke, senior vice president, technology strategy, and financial behavior specialist, is a 2016 IA 25 list maker. He is profiled and noted for bringing together behavioral finance and smart technology to help advisors better serve their clients.
ThinkAdvisor, 05/16/16

Commonwealth’s McMillan on Need for Consumer Spending. [Audio] Brad McMillan, chief investment officer, comments on how this week’s economic numbers will affect stocks and markets, and he provides an outlook on the Federal Reserve with program hosts Kathleen Hays and Pimm Fox.
Bloomberg Radio’s Taking Stock, 05/16/16

Cybersecurity: A Focus for Regulators and Advisors in 2016. Co-authored by Brendan Daly, legal and compliance counsel, and Michael Sundberg, this article identifies some of the cybersecurity issues regulators are focusing on and offers considerations for protecting advisors’ clients and businesses.
ThinkAdvisor, 05/15/16

Stocks look to shift gears from stall speed. Brad McMillan, chief investment officer, thinks current levels of volatility are driving down trading volume, leaving investors rattled.
USA TODAY, 05/11/16

What Should Investors Watch This Coming Week? [Audio] Brad McMillan, chief investment officer, provides commentary on the week ahead on Wall Street.
Wall Street Journal Your Money Matters, 05/07/16

Treasury yields tumble for 2nd straight week on weak economic data. Treasury yields remained low, and there’s a lower-for-longer view on interest rates, according to Brad McMillan, chief investment officer.
MarketWatch, 05/06/16

The Presidential Race: Uncertainty Left and Right. Brad McMillan, chief investment officer, says it’s time to start paying closer attention to the presidential election–the market will be.
AdvisorAnalyst.com, 05/05/16

Investments Not Doing So Well? This Might Be Why. Brad McMillan, chief investment officer, provides a possible explanation for why investments may not be doing as well as hoped.
Forbes, 05/05/16

9 Advocates and Educators Shaping the Industry: The 2016 IA 25 Slideshow. A closer look at 9 of the 2016 IA 25 leaders who are bringing clarity to advisors’ daily work in remarkable ways. IA 25 list maker Kol Birke, senior vice president, technology strategy, and financial behavior specialist, is featured for his work in blending client service with efficient technology.
ThinkAdvisor, 05/02/16

6 Tips for Making the Most of a CRM System in Your Practice. Kol Birke, senior vice president, technology strategy, and financial behavior specialist, offers insight on how a CRM system can be the answer to some common problems advisors face.
InvestmentNews, 05/01/16

The New Influencers: The 2016 IA 25. Kol Birke, senior vice president, technology strategy, and financial behavior specialist, is honored in Investment Advisor magazine’s 2016 IA 25. In its 14th annual list, Kol is recognized as one of the most influential people in our industry.
ThinkAdvisor, 04/25/16

Does your office space matter? Although first impressions are often subjective, your environment can have a positive (or negative) impact on your clients and employees. Joni Youngwirth, managing principal, practice management, describes how two firms, DeBoer Financial Group and Financial Council Inc., reinvented their office space to better fit each firm's vision for its clients.
Financial Planning, 04/25/16

Higher Oil Prices: Be Careful What You Wish For. Could oil prices spike more than the market now thinks possible? Brad McMillan, chief investment officer, says it’s a question of supply and demand.
Forbes, 04/22/16

That employment boom is pretty much here. Brad McMillan, chief investment officer, says it sure looks like we’re in the early stages of a job boom.
RIABiz, 04/22/16

With mergers poised to increase, are you ready for the next step? With mergers poised to become even more common in the wake of the DOL rule, it's wise to think proactively about how to establish a long-term plan for success. Joni Youngwirth, managing principal, practice management, offers a checklist for more successful merges.
InvestmentNews, 04/21/16

5 Things Advisors Can Learn from Robo-Advisors. Although he’s partial to the customized approach that human advisors provide, Greg Gohr, senior vice president, wealth management, explains there are certain things that advisors can learn from robos.
ThinkAdvisor, 04/14/16

Here's Why You'll See More Earnings Beats. [Video] Brad McMillan, chief investment officer, has a sit-down interview with Rhonda Schaffler on why we may see companies beat expectations going forward.
TheStreet, 04/10/16

5 reasons why the stock rally has stalled. Market headwinds have created caution and skepticism with investors, according to Brad McMillan, chief investment officer.
USA TODAY, 04/07/16

Earnings Expectations Drop, Setting Stage for Market Outperformance. A big drop in Q1 earnings expectations could mean big outperformance later, says Brad McMillan, chief investment officer.
Forbes, 04/07/16

Brad McMillan on Bloomberg Radio's Bloomberg Advantage 04/06/16. [Audio] Brad McMillan, chief investment officer, discusses his concerns about jobs and wages with Carol Massar and Cory Johnson on Bloomberg Radio’s Bloomberg Advantage.
Bloomberg Radio, 04/06/16

Top line growth will accelerate: CIO. [Broadcast] Joining CNBC's Closing Bell from the floor of the New York Stock Exchange, Brad McMillan, chief investment officer, forecasts earnings to come and discusses current market conditions with hosts Bill Griffeth and Kayla Tausche.
CNBC, 04/06/16

It's time to make way for next-gen. “Don’t die with boots on,” says Joni Youngwirth, managing principal, practice management. Instead, craft a succession plan that retains young talent at your practice and incentivizes them to stay.
InvestmentNews, 04/03/16

Do You Have a Viable Niche? By specifying exactly whom you want to attract, you increase the probability of cultivating those prospects for your firm, says Joni Youngwirth, managing principal, practice management.
WealthManagement.com, 04/01/16

Why You Should Get a Continuity Plan in Place This Year. Maria Considine King, vice president, practice management, looks at what is involved in a continuity plan, why it matters to your practice, and how to go about implementing a plan.
WealthManagement.com, 04/01/16

What’s the Secret to Marketing Success? Keep It Integrated. Are you looking for the “one thing that really works” when it comes to marketing? Jessica Arey, manager, advisor marketing projects, discusses how using a diversified approach, commonly referred to as “integrated marketing,” can be the secret to success.
WealthManagement.com, 04/01/16

U.S. Tacks on 215K Jobs as Unemployment Rises. The nation’s hiring boom continued its momentum in March. If the job market continues to expand, the economy will be fine, according to Brad McMillan, chief investment officer.
U.S. News & World Report, 04/01/16

Yellen on Interest Rates: Lower for Longer. The word on interest rates is lower for longer, reports Brad McMillan, chief investment officer.
Forbes, 03/31/2016

Is Our Industry in Decline—or Is It Just Evolving? With so many changes affecting our industry, Joni Youngwirth, managing principal, practice management, poses the question, “Would you enter an industry facing so many challenges?” The financial advisory industry might be in decline, but it could be an opportunity to evolve and thrive.
FPA Practice Management Blog, 03/29/16

Conducting Due Diligence on Investment Strategists: Beyond Analytics. In his first bimonthly column for ThinkAdvisor, Greg Gohr, senior vice president, wealth management, explores the role of investment strategists and why they may be a good enhancement to your client’s experience.
ThinkAdvisor, 03/29/16

To Minimize Clients’ Tax Exposure, Focus on These 10 Key Areas. You know that tax planning is an ongoing, yearlong process. But what are the best ways to help minimize your clients’ tax exposure? Rose Watson, director, advanced planning, suggests you consider these 10 tips.
ThinkAdvisor, 03/29/16

What boomer advisers should do when their successors get impatient. Joni Youngwirth, managing principal, practice management, explains why next-gen advisors are looking for other opportunities and what boomers can do to help hand over the reins.
InvestmentNews, 03/25/16

Wall St Week Ahead-Economic data could put stocks back on higher path. Average key economic numbers were released this week, and we’re seeing a “return to normal,” says Brad McMillan, chief investment officer.
Reuters, 03/24/16

Finra to B-Ds: What’s Your Company Culture? As FINRA announces it is including culture as part of its regulatory examinations this year, Andrew Daniels, managing principal, business development, notes that culture runs through Commonwealth’s entire organization and influences how it does business.
Financial Advisor, 03/21/16

4 Components of Recession (and Why We’re Not Close to One Yet). Boom or recession? Brad McMillan, chief investment officer, thinks the economy’s path lies somewhere in the middle.
Forbes, 03/18/16

Oil trades above $40 first time 2016. [Broadcast] Brad McMillan, chief investment officer, discusses global risks and the markets on CNBC’s Power Lunch with program coanchor Brian Sullivan.
CNBC, 03/17/16

What to Expect Now from the Federal Reserve. Brad McMillan, chief investment officer, explains why it is unlikely that investors will see a rate hike this month.
U.S. News & World Report, 03/11/16

Road to Nowhere: S&P 500, Dow Finish Flat as ECB Uses Bazooka. Brad McMillan, chief investment officer, explains why the European Central Bank’s measures need to be stronger to pull off a sustainable recovery.
Barron’s, 03/10/16

The Top Broker-Rated IBDs 2016. In WealthManagement.com’s 2016 IBD Report Card, Commonwealth ranks highest in advisor satisfaction, with an overall score of 9.9 out of 10.
WealthManagement.com, 03/08/16

2016 IBD Report Card: A Deeper Look. In the sixth annual WealthManagement.com IBD Report Card, advisors rated their experience with their firms across key service areas. Commonwealth received high marks in compliance, management, operational support and service, practice support and professional development, and product offerings.
WealthManagement.com, 03/08/16

The Year of Fear: How Advisors and Clients Can Handle It. How can you identify fear-based attitudes and behaviors in your clients and yourself? Kol Birke, senior vice president, technology strategy, and financial behavior specialist, weighs in on how advisors and their clients can cope with fear.
ThinkAdvisor, 03/01/16

Wealth Adviser Daily Briefing: Can Robo Advisers Replace Human Advisers? In a roundup of industry news, WSJ columnist Michael Wursthorn points to CEO Wayne Bloom’s interview with Financial Advisor IQ, citing Commonwealth’s unique approach to recruiting and emphasis on bringing in advisors who share its values.
Wall Street Journal, 03/01/16

What’s the Right Bear Market Strategy? Although the energy sector has been performing poorly, U.S. companies overall have not been doing too badly, according to Brad McMillan, chief investment officer.
ThinkAdvisor, 03/01/16

Brad McMillan on Bloomberg Radio’s Taking Stock. [Audio] Brad McMillan, chief investment officer, provides analysis of positive reports, U.S. stocks, and the presidential election with program hosts Kathleen Hays and Pimm Fox.
Bloomberg Radio, 03/01/16

Commonwealth Wants Good Growth Without Hiring Jerks. Wayne Bloom, CEO, discusses at length how Commonwealth's unique approach to recruiting and emphasis on world-class service have helped us become a destination for high-end advisors.
Financial Advisor IQ, 02/29/16

Best practices for developing a new adviser. How can you develop new talent for your firm? Joni Youngwirth, managing principal, practice management, shares best practices.
InvestmentNews, 02/29/16

High Noon in Annuity City. The impending U.S. Department of Labor rule is likely to usher in big changes in annuity business. Ethan Young, director, insurance and annuities, comments on potential implications.
Financial Advisor, 02/29/16

Why the Presidential Race Will Continue to Rattle Markets. Why is the presidential election expected to rattle the markets? Brad McMillan, chief investment officer, presents two big reasons.
Forbes, 02/26/16

How to Connect with Generation X So They'll Stay Connected to You. How do you go about connecting with Gen X? Kol Birke, senior vice president, technology strategy, and financial behavior specialist, starts by exploring how an advisor's current baby-boomer clients talk to their kids about money.
ThinkAdvisor, 02/25/16

Low oil prices may signal end of economic weakness, not beginning. Pointing to history, Brad McMillan, chief investment officer, comments a drop in oil could be a signal that the worst of the economic downturn is behind us.
MarketWatch, 02/24/16

Digging Deeper on Negative Interest Rates. Negative interest rates in the U.S.? Brad McMillan, chief investment officer, doesn't think we'll see them anytime soon.
WealthManagement.com, 02/23/16

4 Global Risks That Should Be on U.S. Investors' Radar. Which global risks should be on U.S. investors' radar? Here are four big ones, according to Brad McMillan, chief investment officer.
Forbes, 02/18/16

Trader fears may trigger recession. Fear of a recession could affect corporate earnings. According to Brad McMillan, chief investment officer, the economy is in relatively good shape for the average person and has a positive outlook.
Bloomberg Business (via Boston Herald), 02/14/16

From the C Suite with Commonwealth's Joe Deitch: Recognition he didn't know enough helped him save the firm. In this special feature, Liz Skinner captures Joe's passion and purpose—from his personality to his corporate vision—while recognizing Commonwealth's uncommon history and commitment to excellence.
InvestmentNews, 02/12/16

Avoid the Self-Fulfilling Prophecy: "I'm Not Good at Managing People." Investing in your employees is just one of the tips Joni Youngwirth, managing principal, practice management, suggests for becoming a better manager.
FPA Practice Management Blog, 02/11/16

Two charts that tell investors we won't get a stock meltdown, but brace anyway. Brad McMillan, chief investment officer, comments that indicators show we're in for a deeper market pullback, but not a meltdown.
MarketWatch, 02/10/16

Bear Market Ahead? Market risk is rising, but Brad McMillan, chief investment officer, thinks the data suggests a pullback, not a crash.
Financial Advisor, 02/09/16

5 Questions for Advisor Recruiting. Finding the right financial advisor has its challenges. Joni Youngwirth, managing principal, practice management, asks five questions to add clarity to decision making.
Financial Advisor, 02/01/16

"SOAP" Notes for Advisers? Joni Youngwirth, managing principal, practice management, highlights the importance of quickly communicating action items after client review meetings. Lessons could be learned from the medical profession.
Journal of Financial Planning, 02/01/16

6 Questions About the Stock Market in 2016. Brad McMillan, chief investment officer, offers his thoughts on the likelihood that the U.S. is headed for a recession and if stocks are heading for a bear market.
U.S. News & World Report, 01/29/16

A fresh look at the seemingly preposterous notion that cheap oil is somehow harmful. The gap between market prices and the prices most states need to maintain their legitimacy will persist.
RIABiz, 01/28/16

How IT staffers keep pace at fast-growing organizations. In an article focused on managing growth, Darren Tedesco, managing principal, innovation and strategy, offers insight on how Commonwealth has grown its technology team methodically while continuing to support advisors and stay ahead of competitors.
Computerworld, 01/26/16

Commonwealth’s Rooney: Expect industry consolidation in the wake of DOL fiduciary rule. [Video] While attending the Financial Services Institute (FSI) OneVoice conference, John Rooney, managing principal and FSI board member, affirms adaptability as a key component to success in a new fiduciary environment.
InvestmentNews, 01/26/16

Increasing Retirement Plan Participation in 5 Steps. Originally featured in the Commonwealth Independent Advisor, this article offers five steps advisors can take to help increase participation in the plans they manage, as well as improve the overall health of the plans.
ThinkAdvisor, 01/26/16

Ryan Report – January 24, 2016. [Video] Brad McMillan, chief investment officer, takes part in an in-depth interview with host Don Ryan, discussing the markets and expectations for 2016.
The Ryan Report, 01/25/16

As the S&P 500 shoots below the moving averages, how much more should we worry? Reflecting on the current state of the confidence-driven bear market, Brad McMillan, chief investment officer, predicts this may be short-lived.
RIABiz, 01/15/16

Market Drop Due to "Cracking" Investor Confidence, Not Recession. If corporate earnings remain steady, Brad McMillan, chief investment officer, argues for a short-lived duration of the current bear market.
ThinkAdvisor, 01/15/16

Assume these defensive positions. [Video] Brad McMillan, chief investment officer, claims that continued development in employment, wages, and overall consumer savings will help accelerate growth in the U.S.
CNBC, 01/14/16

Clueless on Alternatives. Coverage of Commonwealth’s press release announcing its $1 billion in revenue milestone.
WealthManagement.com, 01/14/16

As Fear Escalates, Should You Get Out of the Markets? Brad McMillan, chief investment officer, comments on recent market concerns—volatility in China, plummeting oil prices, and rising debt levels.
Forbes, 01/14/16

Commonwealth Financial Tops $1 Billion in 2015 Revenues. Coverage of Commonwealth’s press release announcing its $1 billion in revenue milestone.
Financial Advisor, 01/13/16

Are We Headed for Another Financial Crisis Like 2008? Although fear caused by the recent market decline rises, Brad McMillan, chief investment officer, addresses the question, "Is this normal?"
Forbes, 01/12/16

IBD Commonwealth Hits $1 Billion Revenue Mark. Coverage of Commonwealth’s press release announcing its $1 billion in revenue milestone.
ThinkAdvisor, 01/11/16

Is There a Downside to Setting Goals? Joni Youngwirth, managing principal, practice management, explores the act of goal setting in business—sharing potential downsides and strategies to help advisors achieve what they set out to do.
FPA Practice Management Blog, 01/07/16

China’s Market Plunge: It’s All About Oil. Brad McMillan, chief investment officer, offers an in-depth analysis of the state of the Chinese market, from precipitating factors to future projections.
Forbes, 01/06/16

2015

It’s official: 2015 a tough year for making money. Brad McMillan, chief investment officer, offers commentary on the year’s market volatility.
CBS News Moneywatch, 12/31/15

Top stock pick for 2016 = Europe. Although valuations are not terrific, according to Brad McMillan, chief investment officer, Europe has more upside potential than does the U.S. and makes sense for 2016 investments.
CNNMoney, 12/30/15

U.S. stocks end lower as oil slumps. Brad McMillan, chief investment officer, comments on the drop in oil and energy sectors.
MarketWatch, 12/30/15

States Can Impose an Estate Tax, Too. In his latest contribution to ThinkAdvisor, Gavin Morrissey, senior vice president, wealth management, offers insight on where advisors’ estate planning activities should be focused.
ThinkAdvisor, 12/23/15

Big data ushers in the predictive future. As broker/dealers figure out how to position themselves to deliver on this disruptive technology, Darren Tedesco, managing principal, innovation and strategy, foresees regulation.
InvestmentNews, 12/20/15

Cybersecurity touches clients, staff. In this information age, financial services firms are faced with many cyber threats. Darren Tedesco, managing principal, innovation and strategy, comments on the frequency and manner in which Commonwealth sees—and addresses—cyber attacks.
InvestmentNews, 12/20/15

Robo-advisers demand attention. One of the ways advisors can combat robo-advisors is by helping their clients with problems that robo-platforms currently are unable to solve, says Darren Tedesco, managing principal, innovation and strategy.
InvestmentNews, 12/20/15

“SOAP” Notes for Advisers? Joni Youngwirth, managing principal, practice management, suggests taking a page from the medical field and trying a different note-taking method to improve productivity and organization in your practice.
FPA Practice Management Blog, 12/17/15

Cybersecurity cannot be ignored. [Video] How can advisors protect their clients from cyber threats? Darren Tedesco, managing principal, innovation and strategy, makes recommendations.
InvestmentNews, 12/17/15

Robo-advice is here to stay, and advisers need to embrace it. [Video] What is the value proposition of a robo-advisor? Darren Tedesco, managing principal, innovation and strategy, weighs in.
InvestmentNews, 12/17/15

How advisers can use big data. [Video] Do advisors rely on big data or rely on their broker/dealer to provide them with information valuable to their practice? Darren Tedesco, managing principal, innovation and strategy, thinks the latter.
InvestmentNews, 12/17/15

Rate hike spells some relief for independent broker-dealers. The Federal Reserve’s increase in short-term interest rates will result in added revenue for independent broker/dealers that will partially offset the increased costs due to the Department of Labor (DOL) fiduciary rule. John Rooney, managing principal, San Diego, comments on the cost of complying with the DOL.
InvestmentNews, 12/17/15

Feel Free to Fight the Fed, Buy Banks Says Commonwealth Financial CIO. [Video] Brad McMillan, chief investment officer, visits the set of TheStreet, with host Gregg Greenberg, to discuss what’s ahead for the economy and markets, and why he thinks 2016 will be a better year than many currently expect.
TheStreet, 12/04/15

Wall St. gains 2 percent; U.S. jobs data underscores economic strength. U.S. jobs data helped U.S. stocks rally, and Brad McMillan, chief investment officer, sees a continued upward trend for the remainder of the month.
Reuters, 12/04/15

Brad McMillan on Bloomberg Radio’s The Bloomberg Advantage. (Best accessed via Google Chrome.) Brad McMillan, chief investment officer, visits the Bloomberg Radio studio, with host Carol Massar, to discuss wage growth, the strong dollar, the energy sector, and overall optimism toward the 2016 market environment.
Bloomberg Radio, 12/04/15

Volatile Week for U.S. Stocks Ends in Draw as Fed Meeting Looms. Brad McMillan, chief investment officer, comments on factors causing recent market volatility.
Bloomberg Business, 12/04/15

Broker-Dealer Technology. An inside look at what leading broker/dealers are doing to keep advisors ahead in technology. Darren Tedesco, managing principal, innovation and strategy, points out Commonwealth’s proprietary CRM solution and other initiatives that are in the works.
Financial Advisor, 12/01/15

Broker-Dealer Technology – Views from the Experts. Darren Tedesco, managing principal, innovation and strategy, is included in a special technology feature, commenting on the integrated technology that Commonwealth’s productive advisors rely on and how its Technology team supports them.
Financial Advisor, 12/01/15

Why Commonwealth Financial dumped Microsoft CRM and where the decision's go-it-alone hazards lie. Coverage of Commonwealth’s CRM announcement. Darren Tedesco, managing principal, innovation and strategy, points out the many benefits—for both the company and its advisors—of building its own system.
RIABiz, 12/01/15

Need Help? Hire the Right Candidate. There is much at stake when hiring for your practice. Angela Sarver, manager, practice management, offers hiring criteria and data-gathering techniques to help advisors hire the right person for the job.
WealthManagement.com, 12/01/15

How Can You Achieve Maximum Efficiency? Change Your Processes. It takes a proactive approach to examine your own performance and find ways to reach maximum efficiency. Maria Considine King, vice president, practice management, offers 10 tips to change for the better.
WealthManagement.com, 12/01/15

Addressing the E-Myth: Get Your Practice to Thrive by Knowing How to Work. Being a successful advisor means the ability to work on your business just as much as in it. Maria Considine King, vice president, practice management, encourages readers to embrace the role of CEO and dives into the differences between strategic work and tactical work, as well as plans versus planning.
WealthManagement.com, 12/01/15

What Population and Labor Supply Mean for Immigration. Brad McMillan, chief investment officer, reviews assumptions considered as truth—overpopulation and labor scarcity.
Forbes, 11/24/15

Did the Fed Just Tell Us to Expect a December Rate Hike? Based on the Federal Open Market Committee October meeting, all signs point to a December rate hike, according to Brad McMillan, chief investment officer.
Forbes, 11/19/15

DOL fiduciary rule could decimate number of IBDs. Wayne Bloom, CEO, and John Rooney, managing principal, comment on the U.S. Department of Labor fiduciary rule and how they view its future impact on independent broker/dealers and the industry.
InvestmentNews, 11/18/15

Investors pause but look past Paris attacks, keeping eye on the Fed. Brad McMillan, chief investment officer, suggests that a subdued market reaction to the attacks in Paris indicates that the markets are adjusting to a new reality of terrorism.
InvestmentNews, 11/16/15

Solo adviser or ensemble practice? To help advisors make the right decision, Joni Youngwirth, managing principal, practice management, looks at the benefits of practicing solo compared with those of joining an ensemble.
InvestmentNews, 11/15/15

Commonwealth Increases Payout for Retirement-Plan Advisors. During its annual National Conference, Commonwealth Financial Network announces a 95-percent payout for fee-based retirement plan advisors.
Financial Advisor, 11/13/15

Commonwealth Financial builds its own client management system. With all affiliated advisors fully migrated, Commonwealth’s new CRM, including upgrades and enhancements, is highlighted at Commonwealth’s National Conference.
InvestmentNews, 11/13/15

2016 Outlook: Three Important Issues. The U.S. consumer, Chinese growth, and energy prices top the list of important issues to watch next year, says Brad McMillan, chief investment officer.
Financial Advisor, 11/13/15

Look out for these robos in 2016. In an article discussing upcoming robo plans for major independent broker/dealers, Darren Tedesco, managing principal, innovation and strategy, comments on Commonwealth’s current robo-like components and how it plans to package such services next year.
InvestmentNews, 11/11/15

About That Roth Conversion Cure: Watch the Side Effect. Gavin Morrissey, senior vice president, wealth management, offers a few considerations for advisors before they recommend a Roth conversion to a client.
ThinkAdvisor, 11/10/15

Managing the Business Development Process: A Key to the True Ensemble. A key to forming a true ensemble includes actively managing the business development process, says Joni Youngwirth, managing principal, practice management.
FPA Practice Management Blog, 11/10/15

A jobs report to shout about. Brad McMillan, chief investment officer, comments that the October jobs report was much better than expected, suggesting poor performance in the prior months was merely a short-term slowdown.
Bankrate, 11/06/15

Double-digit year for stocks? [Broadcast] Brad McMillan, chief investment officer, joins Power Lunch to discuss the latest market action.
CNBC, 11/03/15

Can the Economy Be Weak and Strong at the Same Time? Economic numbers are not necessarily representative of the strength of the economy right now, says Brad McMillan, chief investment officer.
Fiscal Times, 11/02/15

Stock Market’s Big Month May Continue Through Year-End. Brad McMillan, chief investment officer, comments that there is a lot of worry in the market, but with some recent easing, investors are getting back into the market.
TheStreet, 10/30/15

Earnings Vs. Revenue: What to Look for This Earnings Season. Is an earnings recession or two consecutive quarters of earnings declines on the horizon? Brad McMillan, chief investment officer, takes a closer look.
Financial Advisor, 10/28/15

Have founderitis? Learn to let go. You’ve built your business from the ground up, and now you can’t let it go. Joni Youngwirth, managing principal, practice management, shares simple ways to ease the transition.
InvestmentNews, 10/27/15

Is Inflation Closer Than It Appears? In a recent Forbes contribution, Brad McMillan, chief investment officer, discusses the difference between headline inflation and core inflation, as well as what inflation could look like in the near future.
Forbes, 10/26/15

Dow Jones Industrial Average Leaps as Tech Stocks Rally, China Announces Surprise Rate Cut. Some good earnings results we’ve seen are based on lower expectations, comments Brad McMillan, chief investment officer.
International Business Times, 10/23/15

Former Top LPL Producer Says Erosion of Service Drove Him to Leave. Story offering insight into Pickler Wealth Advisors’ motive to join Commonwealth Financial Network.
Financial Planning, 10/21/15

Good News from the Walmart Story? In his latest Forbes contribution, Brad McMillan, chief investment officer, explains why he feels Walmart’s earnings news speaks to where we are now in terms of the economy and stock market.
Forbes, 10/20/15

When Is the Last Time You Went Outside Your Comfort Zone? In her latest FPA Practice Management blog post, Joni Youngwirth, managing principal, practice management, suggests finding ways to take calculated risks that put you outside your comfort zone to teach you something new.
FPA Practice Management Blog, 10/20/15

The Failure of Politics. In an article that discusses the current political environment, Brad McMillan, chief investment officer, discusses its current and future impact on the market.
Financial Advisor, 10/14/15

Wal-Mart bad news = good news? [Broadcast] Brad McMillan, chief investment officer, joined CNBC Power Lunch to discuss his take on how Walmart’s flat forecast could benefit employees, potentially creating a positive, multiplier effect on the economy.
CNBC, 10/14/15

Does Your Firm Need a Dedicated Business Manager? As an advisor’s practice grows, the business management responsibilities only increase, diverting time away from meeting with clients. Joni Youngwirth, managing principal, practice management, looks at a few types of roles that may be worth the investment.
Financial Advisor, 10/06/15

Wall Street bracing for worst year since 2008? [Broadcast] Brad McMillan, chief investment officer, joined Fox Business Network’s Risk & Reward program to share his thoughts on the state of the markets and hedge fund performances.
Fox Business Network, 10/05/15

Hate pruning a client? Try grafting. Although turning down clients is a necessary part of running an advisory business, perhaps the rise of robo-advisor services presents a new opportunity to build a future relationship. Joni Youngwirth, managing principal, practice management, walks through steps to make the transition.
InvestmentNews, 10/04/15

Is the Stock Market Signaling a Recession? Events in China and emerging markets have been the underlying cause for market nervousness, says Brad McMillan, chief investment officer.
U.S. News & World Report, 10/02/15

Indie B-Ds late to the robo game. Darren Tedesco, managing principal, innovation and strategy, comments on Commonwealth’s plans for a robo-offering in 2016.
InvestmentNews, 10/02/15

Going Independent: Several Choices, Several Solutions. In an article covering the move to independence, Andrew Daniels, managing principal, business development, and advisor David Weidmayer of Weidmayer Wealth Solutions, LLC, share their firsthand experience and insight.
ThinkAdvisor, 10/01/15

Stock valuations reflect lower confidence. [Video] Brad McMillan, chief investment officer, discusses the factors that continue to affect investor confidence and comments on what to expect with the Fed hikes.
Reuters, 09/28/15

Brad McMillan on Bloomberg Radio. (Best accessed via Google Chrome.) Speaking live from the FPA Business Experience conference in Boston, Brad McMillan, chief investment officer, states that although we have not seen market volatility like this in years, we are not in a panic situation.
Bloomberg Radio, 09/28/15

Advisers and corporations pitch in for vital causes. In a piece recognizing finalists in the Invest in Others Community Leadership Awards and Corporate Philanthropy Award, Wayne Bloom, CEO, speaks to the depth of Commonwealth’s giving back initiatives. Advisors Debra Brede, Global Community Impact Award finalist, and Jeffrey Keefe, Volunteer of the Year winner, are also quoted on their individual efforts.
InvestmentNews, 09/27/15

Dow Jones Industrial Average Sheds Nearly 300 Points After the US Fed Decision Spurs a Global Sell-Off. The Fed decided to keep its target rate low, and the Dow dropped nearly 300 points. Brad McMillan, chief investment officer, comments on what this move says about the weakened market.
International Business Times, 09/18/15

Why the BRICs Have Lost Their Leadership Position. Too much growth, too fast, can be a bad thing, at least for the BRICs (Brazil, Russia, India, and China), comments Brad McMillan, chief investment officer.
Forbes, 09/14/15

Why are stocks so volatile? [Video] Brad McMillan, chief investment officer, joins Varney & Co. to discuss the factors causing the recent market swings.
Fox Business, 09/10/15

After drafting your NFL fantasy team, build one for your practice. Joni Youngwirth, managing principal, practice management, compares drafting an NFL fantasy team to building a dream team for your practice, offering six tips on drafting your ideal financial team.
InvestmentNews, 09/10/15

A Stock Market Roller Coaster. In an extended interview, Brad McMillan, chief investment officer, discusses China’s impact on U.S. equity markets, but he says it is not time to hit the panic button.
U.S. News & World Report, 09/08/15

8 Ways to Renew Your Focus as the Seasons Change. As fall fast approaches, Joni Youngwirth, managing principal, practice management, recommends eight activities to help advisors buckle down and renew their focus.
FPA Practice Management Blog, 09/08/15

Bill Gross: “50-50” Chance of Rate Hike as Jobs Numbers Released. In a review of the latest jobs report, Brad McMillan, chief investment officer, notes a shortfall on expectations.
ThinkAdvisor, 09/04/15

How a Single Country Fueled the U.S. Market Correction. According to Brad McMillan, chief investment officer, strong U.S. economic fundamentals weren’t enough to overcome China’s growing influence.
Forbes, 09/02/15

No Taxation with Diversification. Gavin Morrissey, senior vice president, wealth management, explains how an exchange fund can help clients diversify concentrated equity without tax implications.
ThinkAdvisor, 09/01/15

Building Client Relationships via Videoconference. Done right, videoconferencing can be just as effective as an in-person meeting, says Joni Youngwirth, managing principal, practice management.
WealthManagement.com, 09/01/15

Keeping Your Wealthy Clients’ Children as Your Next Generation of Clients. Advisors continue to struggle with retaining the next generation of clients. Joni Youngwirth, managing principal, practice management, shares some advice on how to be successful in the largest era of wealth transfer ever.
WealthManagement.com, 09/01/15

Organizational Design: Align Structure with Strategy. Joni Youngwirth, managing principal, practice management, poses the question to advisors, “Does your firm’s organization align with its strategic approach?” and stresses the need for organizations to continually evolve.
Financial Advisor, 09/01/15

Experts: Stock roller coaster may ride again. Brad McMillan, chief investment officer, argues that economic situations abroad have shaken confidence here in the U.S.
Boston Herald, 08/29/15

U.S. Stocks Finish Turbulent Week with Modest Gains. Brad McMillan, chief investment officer, comments on the uncertainty of the market.
Forbes, 08/28/15

Avoid assumptions when forming partnerships. Is a partnership right for you? Joni Youngwirth, managing principal, practice management, recommends that advisors think about what the path to partnership looks like before it becomes a reality.
InvestmentNews, 08/28/15

Vaughn Wealth Joins Commonwealth Financial Network. Commonwealth welcomes Vaughn Wealth to its network of independent financial advisors.
Financial Advisor, 08/26/15

Stocks to Buy if Democrats Keep the White House. Brad McMillan, chief investment officer, comments that certain sectors could see higher returns depending on policy priorities of the two parties.
U.S. News & World Report, 08/25/15

Analysis: China Worries Fuel Global Market Rout. [Video] Brad McMillan, chief investment officer, joins Paul Vigna with analysis of the recent market plunge and worries over China’s economy.
WSJ Video, 08/24/15

Stock slide a painful reality check, but no disaster. Despite all the panic brought on by the stock slide, Brad McMillan, chief investment officer, insists that it is normal and offers peace of mind to those with long-term investments.
Boston Globe, 08/24/15

Stock market plunge wipes out this year’s gains. Will the stock market continue to decline? Brad McMillan, chief investment officer, argues that what we’re experiencing is normal volatility.
Washington Post, 08/21/15

Invest in energy sector despite falling oil prices? [Broadcast] Brad McMillan, chief investment officer, joins a panel of guests on the set of Mornings with Maria, offering his thoughts on the state of the energy sector.
Fox Business, 08/20/15

U.S. Stocks Slide; Dow Drops Sharply. Brad McMillan, chief investment officer, considers the Fed’s response to the current market crisis.
Wall Street Journal, 08/19/15

Not Just Dollars, but Sense. [Video] Joni Youngwirth, managing principal, practice management, explores ways financial advisors can help their clients be emotionally ready for retirement.
WealthManagement.com, 08/13/15

Five financial firms up for first corporate award from Invest in Others. Commonwealth Financial Network receives recognition for its charitable contributions and is one of five finalists for the Invest in Others Corporate Philanthropy Award.
InvestmentNews, 08/12/15

China's Currency Creep. Not only will devaluation of the yuan affect China, but reproduction will also be seen in the rest of the world. Brad McMillan, chief investment officer, offers his thoughts on the matter.
U.S. News & World Report, 08/12/15

Anticipating Change in Your Business. Joni Youngwirth, managing principal, practice management, explores a few somewhat predictable events that tend to bring change, for better or for worse, to advisors’ practices.
FPA Practice Management Blog, 08/11/15

July Jobs Report Surprise: Did You Catch It? [Video] Brad McMillan, chief investment officer, comments on July’s employment numbers, which indicate that strength may be on the horizon.
WSJ Video, 08/07/15

A Slowdown in the Big Migration. In an article focused on advisor recruiting, Andrew Daniels, managing principal, business development, points out the need for a pain point in order for an advisor to make a move, especially in upward-trending markets.
Financial Advisor, 08/03/15

A $350-million-AUM team of ex-lawyers-turned-advisors lands at Commonwealth after stops at Edward Jones and LPL . Andrew Daniels, managing principal, business development, discusses the CBD Wealth Management transition to Commonwealth and what makes them a great culture fit, as well as points out Commonwealth’s strong recruiting year.
RIABiz , 07/28/15

Financials good place to look: Pro . [Broadcast] Brad McMillan, chief investment officer, discusses his expectations for economic growth and how that may affect the markets.
CNBC Power Lunch , 07/23/15

U.S. stocks close higher as Greece fear wanes, Yellen speaks . Investor tolerance is higher than in years past, comments Brad McMillan, chief investment officer. He also notes that although U.S. economic growth is lower, it is much more sustainable.
MarketWatch , 07/16/15

As Industry Moves Toward Ensembles, Still Plenty Reasons to Fly Solo . Bigger is not always better. Joni Youngwirth, managing principal, practice management, points out there are plenty of benefits for advisors who choose to remain solo practitioners.
FPA Practice Management Blog , 07/14/15

NYSE Halts Trading After Computer System Issues . [Audio] The stock market has simply become a lot more complex in recent years, and occasionally there’s going to be a glitch, says Brad McMillan, chief investment officer.
NPR , 07/09/15

U.S. Stocks Rise After Erasing Earlier Losses Amid Greece Talks . U.S. stocks rebounded, and Brad McMillan, chief investment officer, attributes the rise to a decreased fear of Greece.
Bloomberg Business , 07/07/15

Beyond the Numbers . As an advisor, you do all you can to ensure your clients are financially prepared for retirement, but are you factoring in the nonfinancial challenges they will face? Joni Youngwirth, managing principal, practice management, recommends addressing underlying issues ahead of time to set clients up for a fulfilling retirement.
Financial Advisor , 07/01/15

Using a Stock Swap to Maximize Clients’ Compensation . To help clients achieve their goals, advisors need to understand their clients’ compensation packages and the planning strategies available to unlock their value. Gavin Morrissey, senior vice president, wealth management, says a stock swap may be a good tactic.
ThinkAdvisor , 06/30/15

Long-Time LPL Team Defects to Commonwealth . Coverage of CBD Wealth Management’s joining Commonwealth Financial Network.
Financial Planning , 06/29/15

Commonwealth Recruits $350M Team from LPL . Coverage of CBD Wealth Management’s joining Commonwealth Financial Network.
Financial Advisor, 06/26/15

Economy will continue to accelerate: Pro . [Broadcast] Brad McMillan, chief investment officer, discusses his outlook for the economy and which sectors he believes show opportunity.
CNBC Power Lunch, 06/18/15

Markets Fall After Greek Bailout Breakdown . Brad McMillan, chief investment officer, boils down the Greek crisis and comments on the Greek government.
U.S. News & World Report, 06/15/15

U.S. Stocks Rise as Optimism on Economy Overshadows Greece Talks . Brad McMillan, chief investment officer, indicates that the U.S. economy is on the rise and suggests that Greece’s possible default should be watched closely.
Bloomberg Business, 06/11/15

Should You “Fire Fast” in the Client Relationship? In her latest blog post, Joni Youngwirth, managing principal, practice management, explores when it is appropriate to fire fast in your client relationships.
FPA Practice Management Blog, 06/11/15

Solid May retail sales show "big spring thaw." Brad McMillan, chief investment officer, weighs in on the strong national retail sales report, stating that the first-quarter poor performance was, for the most part, seasonal.
USA TODAY, 06/11/15

Pro: Get more defensive now . [Broadcast] What are the best bets in the market right now? Brad McMillan, chief investment officer, points out regional banks, among others, as showing decent growth potential in the financial field.
CNBC Power Lunch, 06/10/15

Stocks just had their best day in weeks. Here’s why you probably didn’t notice . Although consumer spending is still relatively flat after the first quarter, Brad McMillan, chief investment officer, is sure that positive economic conditions make for good investment opportunities.
Washington Post, 06/10/15

Transcript: Nightly Business Report - June 10, 2015 . Brad McMillan, chief investment officer, talks about the record levels of loans and explains why banks benefit from this situation.
NBR, 06/10/15

After Days of Losses, the Market Turns Around . According to Brad McMillan, chief investment officer, there are multiple signs of an improving economy.
New York Times , 06/10/15

Commonwealth’s McMillan Says No Reward in Bonds Now. [Audio] Brad McMillan, chief investment officer, predicts a slow and gradual increase in the market, and he discusses possible long-term results of the growing economy.
Bloomberg Radio, 06/02/15

FP50: New Ways to Get Huge . In an article focused on the independent broker/dealer market and the 2015 FP50 ranking, Wayne Bloom, CEO, comments on Commonwealth’s organic growth strategy.
Financial Planning, 06/01/15

The 2015 Broker-Dealers Reference Guide . In its annual broker/dealer reference guide, Investment Advisor ranks Commonwealth #3 in annual revenue and #2 in highest average annual production per advisor.
ThinkAdvisor , 06/01/15

FP50 2015: The Biggest IBDs . In Financial Planning ’s annual FP50 issue of the industry’s biggest players, Commonwealth is ranked the #4 largest independent broker/dealer based on revenue.
Financial Planning , 06/01/15

A Holistic Approach to Preparing for Retirement . Taking a more holistic approach to preparing for retirement can set clients up for a more satisfying future, says Joni Youngwirth, managing principal, practice management.
WealthManagement.com , 06/01/15

How to Conduct a Client Focus Group . Kristen Terpstra, associate consultant, practice management, offers best practices to provide a positive focus group experience for clients-and ensure you get the feedback you need to enhance your business.
WealthManagement.com , 06/01/15

Two Wealth Management Firms on List of Best Places for Millennials to Work . With more than 60 percent of millennial employees in the San Diego home office, Commonwealth is named one of the best places to work for millennials.
WealthManagement.com, 05/28/15

How to position your portfolio today . [Broadcast] Where’s the best place for your money today? Brad McMillan, chief investment officer, joins Opening Bell with Maria Bartiromo to offer his thoughts on U.S. and international stocks.
Fox Business Network, 05/26/15

FP50 2015: Which IBDs Are Growing Fastest? Commonwealth is ranked 9 of the 10 fastest-growing independent broker/dealers.
Financial Planning, 05/26/15

Preparing the Whole Person . [Video] When working with clients on their retirement planning, consider yourself and your own retirement plans, says Joni Youngwirth, managing principal, practice management.
WealthManagement.com , 05/26/15

What are the industry’s best and brightest reading this summer? Whether you’re looking to improve your business or enjoy a beach read, Wayne Bloom, CEO, offers two book recommendations.
InvestmentNews, 05/22/15

U.S. Stocks Rise; S&P 500 Hits Record . The Fed is not likely to raise interest rates in June due to weak Q1 performance. Brad McMillan, chief investment officer, explains what economic factors generally determine Fed’s taking action in rates increase.
Wall Street Journal, 05/21/15

Bureau of Economic Analysis to Recalculate Gross Domestic Product . As the economy has shown weak performance in Q1 2015 after seasonal adjustments, it seems that this slowdown is a yearly trend-and a suspicious sequence-according to Brad McMillan, chief investment officer.
U.S. News & World Report, 05/20/15

Merrill, Securities America & Commonwealth Add Reps from Rivals . Coverage of press release announcing King Financial Network’s joining Commonwealth.
ThinkAdvisor, 05/19/15

Morning MoneyBeat: Forget Sell in May and Go Away . Brad McMillan, chief investment officer, explains the reasons for the positive performance of equities in May and why he thinks they’ll do well this summer.
Wall Street Journal MoneyBeat, 05/19/15

Commonwealth Lures Firm with $108M AUM . Coverage of press release announcing King Financial Network’s joining Commonwealth.
Financial Planning, 05/18/15

King Financial Network Joins Commonwealth . Coverage of press release announcing King Financial Network’s joining Commonwealth.
Financial Advisor , 05/18/15

Brokers back regulator’s tough stance on suitability . FINRA toughens sanctions for violations of the suitability rule. Paul Tolley, chief compliance officer, comments on brokers backing the move.
Investment News, 05/15/15

Over 95 Financial Services Companies Named as Best in the Business . Commonwealth has been named a finalist in two categories-technology and transition support-in WealthManagement.com’s inaugural Industry Awards.
WealthManagement.com, 05/14/15

Broker-dealers face administrative hurdles in rollout of QLAC annuity . Ethan Young, director, insurance and annuities, says there is still uncertainty as far as who is responsible for overlooking the contracts’ compliance with Treasury regulations.
InvestmentNews, 05/13/15

Joe Deitch: Keeper of Commonwealth Culture-The 2015 IA 35 for 35 . An extended Q&A with one of the most influential leaders in the industry.
ThinkAdvisor, 05/12/15

Reflation Trade Grips S&P 500 as Banks Hold Up in Bond Rout . Considering the gradually decreasing dollar price, slower U.S. economy, and the anticipated interest rates, Brad McMillan, chief investment officer, says that mega-caps are a reasonable investment option for now.
Bloomberg Business, 05/11/15

Rosetta Resources Inc (ROSE) Stock Price Soars 28% on $2B Noble Energy Inc (NBL) Deal . Brad McMillan, chief investment officer, comments on the crude oil market decline, noting that oil companies will likely change their production structures.
International Business Times, 05/11/15

Prepare your practice for the post-robo world . The next generation of financial advisors must be ready to embrace technology in order to thrive in this industry of the future, says Joni Youngwirth, managing principal, practice management.
InvestmentNews, 05/11/15

New Hire Roundup: FSI Elects Commonwealth’s Rooney to Board . John Rooney, managing principal, is elected to the Financial Services Institute’s Board of Directors.
ThinkAdvisor, 05/07/15

Stocks could stay pricey for years: Expert . [Broadcast] In a discussion focused on equity valuations, Brad McMillan, chief investment officer, points out that rising interest rates mean that the economy is normalizing and that there is a possibility of bringing retail investors into the market.
CNBC, 05/07/15

3 Estate Planning Strategies for a Low-Rate Environment . Gavin Morrissey, senior vice president, wealth management, describes several gifting and estate planning strategies that may be appropriate for high-net-worth clients.
ThinkAdvisor, 05/06/15

Brad McMillan on Bloomberg Radio’s Taking Stock . (Best accessed via Google Chrome.) The technology market is currently on the rise, with high valuations and growing economy. Brad McMillan, chief investment officer, offers his view on tech investment options.
Bloomberg Radio, 05/06/15

Independent B-Ds Faulted in Robo Race . Although robo-advising has become more widely used, the majority of independent broker/dealers are not shaken. Wayne Bloom, CEO, comments on the need for technology while not compromising human interaction.
Financial Planning, 05/05/15

Tapping Technology for Review Meetings . There are many alternatives to in-person meetings for financial advisors these days. Joni Youngwirth, managing principal, practice management, discusses the pros and cons of technology-supported meetings.
FPA Practice Management Blog , 05/05/15

The 2015 IA 35 for 35 . On Investment Advisor ’s 13th annual list, Joe Deitch is recognized as an individual who has been instrumental in making this industry what it is today and what it will be tomorrow.
ThinkAdvisor , 05/04/15

IBDs Face Big Advisor Succession Challenge . As the average age of financial advisors goes up, succession planning is becoming more and more important. Wayne Bloom, CEO, remarks on seeing an increase in ensembles among Commonwealth advisors, a positive for transitioning down the line.
Financial Advisor, 05/01/15

The independent broker-dealers that offer the highest average payouts . Commonwealth is ranked the independent broker/dealer with the highest average payout.
InvestmentNews, 04/27/15

Closing Bell Exchange: Growth back in fashion . In a live appearance, Brad McMillian, chief investment officer, joined CNBC Closing Bell ’s Rick Santelli, discussing GDP, economic data, and old-school tech earnings.
CNBC , 04/24/15

Retirement Planning: Are You Asking the Wrong Questions? At the FPA Retreat, Joni Youngwirth, managing principal, practice management, led a presentation addressing the growing issue of retirement preparedness and the need for advisors to help their clients retire not just financially but emotionally.
Financial Planning, 04/23/15

Aging boomers redefine retirement . As more boomers move into the next phase of life, we can be pretty sure that retirement is going to be redefined. Joni Youngwirth, managing principal, practice management, discusses an increasing desire in retirees to continue to work in some capacity and how advisors can help fully prepare their clients for retirement.
InvestmentNews, 04/19/15

3 things spooking Wall Street traders . Amid market volatility, Brad McMillan, chief investment officer, dives into the reasons behind investor angst.
USA TODAY , 04/17/15

Dow tumbles 279 points as stocks nosedive globally . Although stock markets around the world are down, Brad McMillan, chief investment officer, remains optimistic about a long-term rise.
CNNMoney , 04/17/15

Stocks Get Crushed: Here’s what you need to know . The stock markets fell, but Brad McMillan, chief investment officer, explains this drop is not something investors should be worrying about.
Business Insider , 04/17/15

Should You Keep a Hand in the Business When You Retire? As an advisor, how prepared are you for the challenges that come with retirement, asks Joni Youngwirth, managing principal, practice management? There are different paths advisors can take, but it’s essential to set clear expectations to ensure a successful transition for both advisors and their practices.
FPA Practice Management Blog , 04/16/15

Brad McMillan, CIO at Commonwealth Financial Network, on Consumer Stocks . In an interview focused on consumer discretionary stocks, Brad McMillan, chief investment officer, makes positive projections for consumer spending and points out that there are favorable opportunities for investors.
WRKO , 04/13/15

Modest Loss for the Market in a Big Week for Corporate Earnings . Brad McMillan, chief investment officer, offers insight into recent stock performance, citing energy companies and oil prices as the reason for losses.
New York Times , 04/13/15

The other kind of diversification . Just as a well-diversified portfolio includes a mix of asset classes, a tax-diversified portfolio holds assets in accounts with different tax characteristics. Gavin Morrissey, senior vice president, wealth management, discusses the important role tax diversification plays in achieving a client’s retirement goals.
InvestmentNews , 04/08/15

“Earnings Recession” Looms for Investors . Brad McMillan, chief investment officer, joins MoneyBeat to talk with host Paul Vigna and explains why investors should be ready for an “earnings recession.”
WSJ Video , 04/08/15

U.S. Stocks Slip, Giving Up Gains . Brad McMillan, chief investment officer, comments on the corporate earnings season.
Wall Street Journal , 04/07/15

Dow Jones Industrial Average Rallies 100 Points as Data Shows US Job Openings at 14-Year High . Brad McMillan, chief investment officer, comments on a weak jobs report.
International Business Times , 04/07/15

CLATs: Maximizing Philanthropy and Wealth Transfer for Clients . In his latest blog post, Gavin Morrissey, senior vice president, wealth management, discusses charitable lead annuity trusts as a vehicle for clients to maximize philanthropy and wealth transfer.
ThinkAdvisor , 04/01/15

The Next Rung . In an article covering trends in the independent broker/dealer industry, Wayne Bloom, CEO, offers his thoughts on the costs of compliance and technology.
Financial Advisor , 04/01/15

Who oversees wealth advisers who guide investors on 401(k)s? It depends . Managing clients’ 401(k)s comes with a number of federal regulations. Paul Tolley, chief compliance officer, breaks down different scenarios advisors are likely to encounter.
InvestmentNews , 04/01/15

The Increasingly Happy Broker . In REP. magazine’s fifth annual IBD Report Card, Commonwealth ranks 9.8 out of 10, the highest rating among large broker/dealers. Factors include service, technology, and practice management.
WealthManagement.com, 03/31/15

6 Smart Tips from Practice Management Dream Team . Stemming from the webinar “Steal This Idea: Great Tips to Improve Your Practice” hosted by Financial Planning and featuring speaker Joni Youngwirth, managing principal, practice management, six compelling suggestions were offered to help independent advisors run more effective businesses.
Financial Planning, 03/30/15

Modest Losses for the Market After a Strong Week . In the midst of Greece’s debt negotiations, Brad McMillan, chief investment officer, comments on the state of the market and his thoughts for the coming months.
New York Times , 03/23/15

Will there be buyers when you sell? If you’re an advisor who is considering selling your business, a confluence of factors in the advice industry is prepping a “perfect storm” for succession plans. Joni Youngwirth, managing principal, practice management, recommends questions to ask yourself and actions to take.
InvestmentNews, 03/22/15

Retirement Readiness: Beyond the Numbers . While many pre-retirees may be unprepared financially, there’s an equally large concern that they are unprepared emotionally. As a financial advisor, how do you help your clients truly prepare for retirement? Joni Youngwirth, managing principal, practice management, recommends looking beyond just the numbers.
FPA Practice Management Blog, 03/17/15

Intra-family loans: Not your ordinary wealth transfer strategy . Intrafamily loans have their benefits. Gavin Morrissey, senior vice president, wealth management, offers his thoughts on this low interest rate lending option.
InvestmentNews, 03/12/15

Does Net Neutrality Matter? In this article, Brad McMillan, chief investment officer, discusses the evolution of the net monopoly and encourages readers to consider industries that may be affected, as those might prove to be the most interesting for investors.
Financial Advisor, 03/06/15

The CRT: Give to Charity, Supplement Retirement Income . In his latest contribution to ThinkAdvisor, Gavin Morrissey, senior vice president, wealth management, explains how the charitable remainder trust works and how to determine if it’s appropriate for your clients.
ThinkAdvisor, 03/04/15

The Rise of Women in Wealth Management . [Radio] Why aren’t more women becoming financial advisors? Joni Youngwirth, managing principal, practice management, weighs in on the challenges and opportunities within this relationship profession.
The Bloomberg Advantage , 02/27/15

Looking to Streamline Your Advisory Business? Try These Tips . Brian Lampron, director, investment consulting services, shares ideas on how to build scale and capacity into your client service model and improve your firm’s overall efficiency and profitability.
WealthManagement.com, 02/23/15

A 4-Step Strategy to Planning Your Production Growth . Planning your production growth-while leaving room for the unexpected-allows you to see correlations between your activities and top-line revenue. According to Maria Considine King, vice president, practice management, those correlations highlight the best initiatives to pursue.
WealthManagement.com, 02/23/15

Somebody to Lean On: Why You Could Benefit from an Accountability Partner . Developing a successful accountability partnership may be just what you need to kick your business’s growth into high gear. Kristen Terpstra, associate consultant, practice management, offers a few best practices for setting up a great relationship.
WealthManagement.com, 02/23/15

U.S. market too pricey? [Broadcast] Brad McMillan, chief investment officer, discusses the U.S. economy, Greece, the Fed, and the U.S. markets on Opening Bell with Maria Bartiromo .
FOX Business Network, 02/12/15

The Rest of Retirement Readiness . In her latest blog post, Joni Youngwirth, managing principal, practice management, considers retirement readiness beyond one’s finances and what contributes to a happy retirement.
Journal of Financial Planning Practice Management Blog , 02/10/15

A Simple Strategy for Achieving Clients’ Charitable Goals: The Donor-Advised Fund . In his most recent contribution, Gavin Morrissey, senior vice president, wealth management, continues his thoughts on charitable giving, explaining the donor-advised fund and why it is a simple, efficient choice for clients.
ThinkAdvisor, 02/04/15

Fed to raise rates in June? [Broadcast] In a conversation on the national and global factors that will affect America’s economy in 2015, Brad McMillan, chief investment officer, discusses the consequences of a stronger dollar and Greece’s bailout, as well as the Fed raising rates later this year.
CNBC Worldwide Exchange , 02/03/15

2014 stock market rally pays off for charitable giving . Last year’s market gains translated to an increase in charitable giving, as clients sought to mitigate the ill effects of capital gains taxes. Gavin Morrissey, senior vice president, wealth management, discusses the increase in popularity of donor-advised funds and other trends he’s observed.
InvestmentNews, 01/26/15

Client demand for simpler technology challenges independent broker-dealers . Clients are setting a new benchmark for financial advisors—simple technology, especially with mobile use. Darren Tedesco, managing principal, innovation and strategy, discusses what interface Commonwealth feels advisors will be dealing with most in the future.
InvestmentNews, 01/25/15

Independent broker-dealers take aim at the next generation of clients . Independent broker/dealers are looking beyond 2015 and focusing on attracting millennials, combatting robo-advisors, and recruiting female advisors. Wayne Bloom, CEO, weighs in on communication strategies to appeal to younger clients.
InvestmentNews, 01/18/15

Time Is on Your Side—Yes It Is! In a recent post for the Financial Planning Association’s Practice Management Blog, Joni Youngwirth, managing principal, practice management, suggests a few steps to free up, and better prioritize, your invaluable time.
FPA Practice Management Blog , 01/13/15

Dow sheds 171, stocks in the red again for ’15 . Brad McMillan, chief investment officer, shares his point of view on the jobs report and discusses possible actions the Fed may take.
USA TODAY, 01/09/15

Charitable Giving: Good for Clients’ Charities, Taxes and Financial Plans . The favorable market environment yields more than profitable portfolios—significant charitable planning opportunities may be available for your clients, according to Gavin Morrissey, senior vice president, wealth management.
ThinkAdvisor , 01/06/15

I, Robo-Adviser? Creating the Blended Adviser Experience . Darren Tedesco, managing principal, innovation and strategy, dives into the robo-advisor trend and explains why he feels the future for business- and technology-savvy financial advisors is brighter than ever.
Journal of Financial Planning , 01/01/15

2017

"Paris International Joins Commonwealth Financial Network®" (10/16/17)

"Commonwealth Financial Network® Congratulates Honorees in NAPA's Top DC Advisor Firms List" (10/09/17)

"Invest in Others Charitable Foundation Recognizes Commonwealth Financial Network® for Corporate Philanthropy" (9/29/17)

"Commonwealth Financial Network® Congratulates Honorees in Financial Times 401 Top Retirement Advisers List" (9/28/17)

"Commonwealth Financial Network® Again Ranked a Best Place to Work in San Diego" (9/27/17)

"Commonwealth Financial Network® Announces Upgraded Account Aggregation Feature" (9/07/17)

"Commonwealth Financial Network® Congratulates Honorees in Forbes' Top 500 Next Generation Wealth Advisors List" (7/25/17)

"Commonwealth Financial Network® Congratulates Debra Brede, Named to Barron's Top 100 Women Financial Advisors" (6/15/17)

"For the 11th Time, Commonwealth Financial Network® Named a Best Place to Work in Technology" (6/12/17)

"Commonwealth Financial Network® Congratulates Honorees in the Financial Times List of 400 Top Financial Advisers" (3/30/17)

"Commonwealth Financial Network® Congratulates Honorees in Barron's Top 1,200 Financial Advisors for 2017" (3/08/17)

"Commonwealth Financial Network® Congratulates Honorees on the NAPA Top Retirement Plan Advisors Under 40 List" (3/02/17)

"Commonwealth Financial Network® Congratulates Honorees in Forbes' Top Women Wealth Advisors List" (2/28/17)

2016

"Commonwealth Financial Network® Congratulates Honorees on NAPA's 2016 Top Women Advisors List" (12/19/16)

"Commonwealth Financial Network® Ranked a Top Place to Work in Massachusetts Nine Years Running" (11/21/16)

"Commonwealth Financial Network® Hosts 1,750 at Annual National Conference" (11/08/16)

"Commonwealth Financial Network® Welcomes 99 New Advisors to National Conference" (11/07/16)

"Commonwealth Financial Network® Congratulates Honorees in Financial Times Top 401 Retirement Advisers List" (09/15/16)

"Commonwealth Financial Network® Ranked a Best Place to Work in San Diego" (08/22/16)

"Commonwealth Financial Network® Congratulates Honorees in Forbes’ Top Wealth Advisors List" (08/03/16)

"Commonwealth Financial Network® Congratulates Honoree on the InvestmentNews "40 Under 40" List" (06/27/16)

"For the 10th Time, Commonwealth Financial Network® Named a Best Place to Work in Technology" (06/13/16)

"Commonwealth Financial Network® Congratulates Debra Brede, Named to Barron’s Top 100 Women Financial Advisors" (06/06/16)

"Commonwealth Financial Network® Congratulates Honorees in the Financial Times List of 400 Top Financial Advisers" (03/31/16)

"Commonwealth Financial Network® Congratulates Honorees in Barron’s Top 1,200 Financial Advisors for 2016" (03/07/16)

"Commonwealth Financial Network® Congratulates Honoree on the NAPA "Top 50 Plan Advisors Under 40" List" (02/18/16)

"Commonwealth Financial Network® Reaches $1 Billion in Annual Revenues" (01/11/16)

2015

"Commonwealth Financial Network® Ranked a Top Place to Work in Massachusetts Eight Years Running" (11/17/15)

"Commonwealth Financial Network® Hosts More Than 1,850 at Annual National Conference" (11/16/15)

"Commonwealth Financial Network®’s Custom CRM System Launches" (11/13/15)

"Commonwealth Financial Network® Announces Up to 95-Percent Payout on Retirement Plan Business" (11/12/15)

"Commonwealth Financial Network® Congratulates Honorees on NAPA’s 2015 Top Women Advisors List" (10/22/15)

"Pickler Wealth Advisors Partners with Commonwealth Financial Network®" (10/19/15)

"AC Financial Partners Joins Commonwealth Financial Network®" (10/01/15)

"Vaughn Wealth Joins Commonwealth Financial Network®" (08/24/15)

"Commonwealth Financial Network ® Ranked a Best Place to Work in San Diego" (08/07/15)

"Commonwealth Financial Network ® Congratulates Honorees on the NAPA Top 50 Plan Advisors Under 40 List" (07/15/15)

"Commonwealth Financial Network ® Congratulates Honoree in Financial Times Top 401 Retirement Plan Advisors List" (06/25/15)

"CBD Wealth Management Joins Commonwealth Financial Network ® " (06/25/15)

"For the Ninth Time, Commonwealth Financial Network ® Named a Best Place to Work in Technology" (06/23/15)

"Commonwealth Financial Network ® Congratulates Honorees in InvestmentNews’ “40 Under 40” List" (06/22/15)

"Commonwealth Financial Network ® Congratulates Debra Brede, Named to Barron’s Top 100 Women Financial Advisors" (06/09/15)

"Commonwealth Financial Network ® Congratulates Honoree in Financial Times Top 401 Retirement Plan Advisors List" (05/28/15)

"King Financial Network Joins Commonwealth Financial Network ® " (05/18/15)

"FSI Announces Commonwealth’s John Rooney Newest Board Member" (05/07/15)

"Commonwealth Financial Network ® Congratulates Honorees in the Financial Times List of 400 Top Financial Advisers" (03/25/15)

"Commonwealth Financial Network ® Congratulates Honorees in Employee Benefit Adviser’s 2015 Rising Stars in Advising" (03/23/15)

"Commonwealth Financial Network ® Congratulates Honorees in Barron’s Top 1,200 Advisors for 2015 List" (02/23/15)

"Commonwealth Financial Network ® Congratulates Honorees on REP. Magazine’s “Top 50 NextGen Independent Broker/Dealer Advisors List (01/05/15)

2014

"Commonwealth Financial Network ® Congratulates Debra Brede, Named to Financial Times 100 Top Women Financial Advisors List" (11/19/14)

"Commonwealth Financial Network ® Ranked a Top Place to Work Seven Years Running" (11/17/14)

"Nelson & Nelson Wealth Management Joins Commonwealth Financial Network ® " (10/27/14)

"Commonwealth Financial Network ® ’s Tedesco Announces Sweeping Technology Enhancements at National Conference " (10/20/14)

"Commonwealth Financial Network ® Hosts More Than 900 Financial Advisors at Annual National Conference" (10/15/14)

"Alexandra Armstrong wins Invest in Others Lifetime Achievement Award D.C. Financial Advisor earns National Recognition for Philanthropic Excellence" (10/02/14)

"Commonwealth Financial Network ® Ranked a Best Place to Work in San Diego" (08/18/14)

"Benjamin W. Wong, CFP ® and Associates joins Commonwealth Financial Network ® " (08/14/14)

"Commonwealth’s Advisor Software, Client360° ® , Turns 10" (08/13/14)

"Commonwealth Financial Network ® Congratulates Honorees on the NAPA “Top 50 Plan Advisors Under 40” List" (07/09/14)

"Commonwealth Ranks Highest in J.D. Power Independent Advisor Satisfaction, Four Times in a Row" (07/01/14)

"For the Eighth Time, Commonwealth Financial Network ® Named a Best Place to Work in Technology" (06/25/14)

"Commonwealth Financial Network ® Congratulates Honorees on the InvestmentNews “40 Under 40” List" (06/24/14)

"Commonwealth Financial Network ® Welcomes Paul Mahan Back to the Firm’s Retirement Consulting Services Group" (06/23/14)

"Commonwealth Financial Network ® Releases Client360° ® Dashboard" (06/16/14)

"Commonwealth Financial Network ® Congratulates Debra Brede, Named to Barron’s Top 100 Women Financial Advisors" (06/10/14)

"Esposito, Kiker and Associates Joins Commonwealth Financial Network ® " (05/19/14)

"Commonwealth Financial Network ® Launches Blog, Commonwealth Independent Advisor" (05/06/14)

"The Advisor Center Helps Massachusetts Advisor Reed Thompson Transition to Commonwealth Financial Network " (04/01/14)

"Commonwealth’s Power in Practice Program Yields Steady Revenue Growth Among Participants " (03/25/14)

"Commonwealth Financial Network ® Congratulates Honorees in Barron’s Top 1,200 Advisors for 2014 " (02/24/14)

"Commonwealth Financial Network ® Releases New Version of Investor360° ® Platform " (02/10/14)

"Commonwealth Financial Program is Certified For Fiduciary Excellence " (02/05/14)

"UICCU Wealth Management Joins Commonwealth Financial Network ® " (02/03/14)

"Commonwealth Financial Network ® Congratulates Honorees in REP. Magazine’s “Top Next Gen IBD Advisors” List" (01/29/14)

2013

"Commonwealth Financial Network Earns the Game-Changing Women’s Choice Award" (12/10/13)

"Commonwealth Financial Network’s E.J. Sutherland Named a Top 100 IT Leader" (12/04/13)

"Commonwealth Financial Network ® Named All-Star Research Managers by Financial Advisor and Private Wealth Magazines " (11/14/13)

"Commonwealth Financial Network ® Hosts Sold-Out National Conference for Financial Advisors" (11/13/13)

"Commonwealth Financial Network ® Ranked #1 Place to Work in San Diego, California" (11/12/13)

"Commonwealth Financial Network ® Summer Internship Program—A Continued Success" (09/17/13)

"Commonwealth Financial Network ® Named to the InformationWeek 500 List" (09/10/13)

"Commonwealth Financial Network ® Ranked the #1 Best Place to Work in San Diego" (08/12/13)

"Commonwealth Financial Network ® named a Best Place to Work in Technology for the 7th Time" (06/17/13)

"Commonwealth Financial Network ® Congratulates Debra Brede, Named in Barron’s Top 100 Women Financial Advisors" (06/12/13)

"Commonwealth Financial Network ® Announces Management Changes" (06/03/13)

"Commonwealth Financial Network ® Announces New Affiliation Models" (05/31/13)

"J.D. Power and Associates Ranks Commonwealth Highest in Independent Advisor Satisfaction, Three Times in a Row" (04/15/13)

"Commonwealth Financial Network ® Congratulates Honorees in the Financial Times List of 400 Top Financial Advisors" (04/12/13)

"Commonwealth Financial Network ® Congratulates Honorees in Barron’s Top 1,000 Advisors for 2013 " (03/05/13)

"Commonwealth Financial Network ® Recognizes Financial Milestone of Bartholomew & Company, Inc." (02/27/13)

"Commonwealth Adds More Than $255 Million in New Advisor Assets" (01/28/13)

"Monarch Retirement Group Joins Commonwealth Financial Network ® " (01/22/13)

2016 National Conference

Bloomberg Radio broadcast "Bloomberg Markets," featuring Cory Johnson and Pimm Fox, on November 3 and 4 live on-site from Commonwealth's 2016 National Conference in Austin, Texas. A number of insightful interviews were aired. Listen in by clicking the audio clips below.

Greg Gohr, senior vice president, wealth management, shares insight on the current state of the Department of Labor's fiduciary rule and how Commonwealth and its advisors are well-positioned to comply. He also weighs in on robo-advisors and the opportunity for digital solutions to complement a traditional advisor's product set. LISTEN NOW »

John Rooney, managing principal, San Diego, discusses the pending Department of Labor regulation—the implications it has for financial firms, the complications it poses for young advisors entering this industry, and the potential for industry consolidations. LISTEN NOW »

Brad McMillan, senior vice president, chief investment officer, offers insight on the latest economic news, focusing on the payroll report and the then impending presidential election. He also details three significant changes impacting the markets right now. LISTEN NOW »

Kol Birke, senior vice president, technology strategy and financial behavior specialist, dives into emotions and beliefs—how these two factors drive decision making—and offers strategies to help investors make rational decisions, especially in times of uncertainty. LISTEN NOW »

Darren Tedesco, managing principal, innovation and strategy, shares his thoughts on robo-advice and how the technology pairs well with the professional financial advisor. He also talks technological trends and skills that millennials seek and the impact social media can have on advisors looking to grow their book of business. LISTEN NOW »

John Gingas, president, Financial Technology, Inc., discusses his firm's approach to helping their small business owner clients prepare for retirement by focusing on three stages of business ownership. He also stresses the importance of financial education and 401(k) and IRA deferrals. LISTEN NOW »

Paul Miller, founder and managing principal, Axial Financial Group, explains how his firm—built on a network of field specialists providing holistic guidance to small business owners—advises clients using their own experience with both acquisition and succession planning. Additionally, he points out the value Commonwealth's thought leadership brings to their independent practice. LISTEN NOW »

Kevin Moore, co-founder and principal, i*financial, talks about how his experience with emerging markets has helped provide perspective on opportunities and how he helps clients understand the fundamentals of investing to reduce risk. LISTEN NOW »

Thomas Bartholomew, founder and president, Bartholomew & Company, Inc., discusses his background in the banking and investment management industries and how his fixed income and municipal bond business has changed throughout the years. LISTEN NOW »

Daymond John, founder of FUBU and co-star of ABC's Shark Tank, shares how he launched his business after failing numerous times, ultimately turning FUBU into a $6 billion brand. He also discusses the importance of megatrends when evaluating companies to invest in. LISTEN NOW »