In the news

As a Registered Investment Adviser–broker/dealer, 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.

2019

Commonwealth Nabs $1B Team from Securian: Recruiting Roundup. Read coverage of Legacy Planning Partners joining Commonwealth.
ThinkAdvisor, 10/31/19

Is Another Stock Market Record Reason to Cheer? The stock market has once again reached a new high. Brad McMillan, managing principal, chief investment officer, explains what this means for the economy.
Financial Advisor, 10/31/19

Commonwealth Execs Sound Off on “Race to Zero,” RIA Growth. Trap Kloman, president and chief operating officer, and John Rooney, managing principal, investment management and research, discuss Commonwealth’s continued commitment to helping advisors grow in a competitive industry climate and ensuring that they have the resources they need to help educate their clients.
ThinkAdvisor, 10/29/19

Great Scott Financial Joins Commonwealth Network with $191M AUM. Read coverage of Great Scott Financial Services joining Commonwealth.
Financial Advisor, 10/29/19

Behind the Numbers. Brad McMillan, managing principal, chief investment officer, shares an excerpt from his monthly market risk update, offering insight on what current conditions could be signaling.
Investment Advisor, 10/28/19

The Power of We. Is the end of the cycle further off than we think? Brad McMillan, managing principal, chief investment officer, examines the state of the market.
Financial Advisor, 10/23/19

The stock buyback boom may begin to slow in 2020, says Commonwealth’s CIO. [Video] Is the stock buyback boom over? Brad McMillan, managing principal, chief investment officer, discusses market earnings and more.
CNBC’s Power Lunch, 10/21/19

Don’t Ignore Threat of Free Commissions: Commonwealth Exec. Learn about Commonwealth’s prioritization of technology and education and why John Rooney, managing principal, investment management and research, says, “our value proposition is much more about the [advisor-client] relationship and the advice side of the business.”
ThinkAdvisor, 10/14/19

Do Rising Risks Mean Recession Ahead? With conditions deteriorating, Brad McMillan, managing principal, chief investment officer, analyzes economic risks and shares his thoughts on what may lie ahead.
Forbes, 10/14/19

“Bloomberg Markets: The Close” Full Show (10/14/2019). [Video; starts at 5:30] Will it be a tough season for banks this year? Brad McMillan, managing principal, chief investment officer, weighs in.
Bloomberg TV’s Bloomberg Markets: The Close, 10/14/19

Joni Youngwirth on Bloomberg Radio, Live from the Commonwealth 2019 National Conference, 10/04/19. [Audio] Joni Youngwirth, managing principal, practice management, discusses the evolution of retirement, the importance of being emotionally prepared to retire, and how she developed-and runs-Commonwealth’s mindful retirement programming.
Bloomberg Radio’s Bloomberg Businessweek,10/04/19

Trap Kloman on Bloomberg Radio, Live from the Commonwealth 2019 National Conference, 10/04/19. [Audio] Trap Kloman, president and chief operating officer, talks about Commonwealth’s 40-year anniversary and the evolution of the financial advisory industry, as well as how Commonwealth is evolving while emphasizing the human element.
Bloomberg Radio’s Bloomberg Businessweek,10/04/19

Brad McMillan on Bloomberg Radio, Live from the Commonwealth 2019 National Conference, 10/03/19. [Audio] Brad McMillan, managing principal, chief investment officer, offers his thoughts on the current state of the market and economy. He also discusses the balance between technology and human interaction and explains why he thinks the markets are a “human endeavor.” 
Bloomberg Radio’s Bloomberg Businessweek,10/03/19

Greg Gohr on Bloomberg Radio, Live from the Commonwealth 2019 National Conference, 10/03/19. [Audio] Greg Gohr, senior vice president, wealth management, discusses the continued evolution of fee-only business and how Commonwealth supports advisors looking to make this transition.
Bloomberg Radio’s Bloomberg Businessweek,10/03/19

The practice of gratitude. In her latest contribution to InvestmentNews, Joni Youngwirth, managing principal, practice management, explains the best practice for accepting the recognition of others and why it’s important.
InvestmentNews, 10/02/19

Is the End of Economic Expansion Near? The consumer confidence numbers are in, and the news isn’t good. Brad McMillan shares his commentary.
Financial Advisor, 09/25/19

Strengthening client-advisor bonds. [Webinar; registration required] Senior Vice President, Practice Management, Maria Considine King, discusses techniques to create strong bonds between firms and their clients.
InvestmentNews, 09/24/19

What Does the Fed Rate Cut Tell Us? What’s the takeaway from the Fed’s decision to cut the federal funds target range? CIO Brad McMillan looks beyond the numbers.
Advisor Perspectives, 09/19/19

10 Actionable Ideas to Grow Your Advisory Business. You know you want to grow your advisory business, but where should you start? Here we’ll unpack 10 actionable ideas that can help drive incremental gains.
ThinkAdvisor, 09/17/19

Consumers, businesses walk different paths on spending. [Audio; interview begins at 00:48]
Marketplace Radio, 09/13/19

Markets on the Move: More Upside Ahead? The markets are reaching for new highs once again. What’s really going on? CIO Brad McMillan shares his thoughts.
Forbes, 09/13/19

IPOs aren't the bellwether they used to be: Asset management pro. [Video] Listen in for Brad McMillan’s take on this year’s IPO market.
CNBC’s Power Lunch, 09/11/19

The path to success? It's all about client relationships. “Young advisers need to go through a continuous cycle of trying, practicing, failing and succeeding” says Joni Youngwirth, Managing Principal, Practice Management. Learn more about key elements to establish client relationships-experience and expert training.
InvestmentNews, 09/05/19

Is Consumer Confidence on the Decline? Brad McMillan, managing principal, chief investment officer, explains his expectations on consumer confidence and its effect on economic growth.
Forbes, 08/30/19

Are Business Trends Signaling a Recession? Although business confidence is on the decline, is it bad enough to affect the economy as a whole? Brad McMillan, managing principal, chief investment officer, discusses what this could mean.
Forbes, 08/29/19

IBD Sees Surge in Advisors Ditching FINRA. Extended coverage of Commonwealth’s fee-only business, including recent research from the 2019 RIA Benchmarking Study released by Charles Schwab.
ThinkAdvisor, 08/27/19

Powell speaks favorably of economy at Jackson Hole. [Video] Brad McMillan, managing principal, chief investment officer, discusses Chair Powell’s most recent comments out of the Jackson Hole symposium.
Yahoo! Finance, 08/23/19

Even if we have a recession, US long-term bonds remain expensive. [Video] Brad McMillan, managing principal, chief investment officer, explains how markets could react if the Federal Reserve decides to stay on hold next month.
CNBC’s The Exchange,08/22/19

How to Navigate a Volatile Market. [Video] Brad McMillan, managing principal, chief investment officer, discusses consumer spending and its effect on the economy.
Yahoo! Finance Live: The Final Round,08/21/19

Is Your Firm in Growth Mode? In her latest contribution, Kristine McManus, vice president, chief business development officer, practice management, breaks down the questions advisors should ask themselves to determine if their practice is in growth mode.
FPA Practice Management Blog, 08/20/19

An investment chief overseeing $160 billion explains why traders shouldn’t worry about a recession right now. Should investors be worried about a recession? Brad McMillan, managing principal, chief investment officer, explains the recent market volatility.
Business Insider, 08/16/19

More Market Turbulence: No Surprise Here. Should investors be worried about the latest round of market turbulence? Brad McMillan, managing principal, chief investment officer, breaks it down.
Financial Advisor, 08/15/19

Take a break! 5 simple summer pleasures. “Too much work with no play makes us boring,” says Joni Youngwirth, managing principal, practice management. In her latest article, Joni suggests five ways to recharge and increase creativity.
InvestmentNews, 08/14/19

Commonwealth Sees Surge in Advisors Ditching FINRA. Greg Gohr, senior vice president, wealth management, shares Commonwealth’s milestone of reaching $5 billion in assets under management from fee-only advisors and discusses its seamless system of transitioning advisors to a fee-only model.
ThinkAdvisor, 08/12/19

Markets Drop on Trade War Fears. Brad McMillan, managing principal, chief investment officer, shares his thoughts on the recent drop in the markets.
Advisor Perspectives, 08/07/19

Stocks Are Doing Just Fine, Kinda. “Even if the market decline worsens, the solid economic foundation should limit any sustained impact,” says Brad McMillan, managing principal, chief investment officer.
Forbes, 08/04/19

August’s Market Expectations. [Video] Brad McMillan, managing principal, chief investment officer, offers his expectations for what he believes will happen on Wall Street this month.
CNBC’s Nightly Business Report, 08/02/19

Broker-Dealers Go Courting. In this article covering the state of recruiting across our industry, Wayne Bloom, CEO, cites the firm’s strong fee-only revenue stream and recruiting activity with larger-than-average firms.
Financial Advisor, 08/01/19

Should We Cheer A Fed Rate Cut? Brad McMillan, managing principal, chief investment officer, writes about the affect the Fed’s rate cut could have on the market.
Forbes, 07/31/19

Market wants to know if ECB is enough to prevent a recession: CIO. [Video] Brad McMillan, managing principal, chief investment officer, discusses the risks of the possible change in monetary policy that the European Central Bank has signaled.
CNBC’s Power Lunch, 07/25/19

There May Be an “Earnings Recession”—But These Three Sectors Are Safe Havens. Brad McMillan, managing principal, chief investment officer, offers perspective on the markets and looks closely at the S&P 500 operating earnings.
Fortune, 07/24/19

Deal on Spending and Debt Ceiling Is Good News for Economy. The debt ceiling could be one less thing to worry about, says Brad McMillan, managing principal, chief investment officer.
Advisor Perspectives, 07/23/19

What’s the “secret sauce” behind financial advisor satisfaction? Wayne Bloom, chief executive officer, discusses why advisor feedback is so critical at Commonwealth, the firm’s commitment to an “advisor- and client-centric” culture, and our sixth straight #1 J.D. Power ranking.
Financial Planning, 07/23/19

Could a second straight quarter of falling earnings signal a possible recession? Will we see a decline in earnings in the second quarter? Brad McMillan, managing principal, chief investment officer, shares his insights.
USA Today, 07/22/19

How should investors handle this market environment? [Video] Brad McMillan, managing principal, chief investment officer, discusses the state of the markets and how investors may react to current uncertainties.
FOX Business Network’s The Claman Countdown, 07/12/19

Q2 Earnings Expectations. [Video] What can we expect this earnings season? Brad McMillan, managing principal, chief investment officer, breaks it down.
Yahoo! Finance’s The Ticker, 07/12/19

Despite Positive June Jobs Report, Economic Uncertainty Remains. [Video] Brad McMillan, managing principal, chief investment officer, addresses the state of the economy in the second quarter and shares what he believes is ahead for the third quarter.
Cheddar TV, 07/11/19

Retirement Planning Lessons for Emerging Advisers. What lessons can the younger generation of advisors learn from watching boomer advisors (not) retire? Joni Youngwirth, managing principal, practice management, explores trends and data.
FPA Practice Management Blog, 07/11/19

Maria Considine King, Senior Vice President, Practice Management, on Succession Planning. [Video] What is the role of self-identity in succession planning? Commonwealth’s Maria Considine King shared insights with InvestmentNews after participating in a panel session at its Women Adviser Summit in Boston, Massachusetts. 
InvestmentNews, 07/09/19

Younger Advisors Value Tech Savvy at Firms, Survey Finds. Coverage of J.D. Power ranking Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms,” six times in a row.
WealthManagement.com, 07/09/19

6 best practices for running your firm. Joni Youngwirth, managing principal, practice management, suggests six best practices to help small business owners prioritize their mental checklist.
InvestmentNews, 07/02/19

A personalized client experience requires data—and more. [Video; clip begins at 1:14] While participating at InvestmentNews’s Fintech Think Tank, Kol Chu Birke, managing principal, technology and corporate strategy, shared why flexibility must be a key element to any technology for clients.
InvestmentNews, 07/02/19

Helping Millennials With Health Insurance. As an advisor, are you comfortable answering millennials’ questions about health insurance? Commonwealth’s latest contribution for ThinkAdvisor lays out what you need to know to position yourself as a trusted resource.
ThinkAdvisor, 07/01/19

How Deglobalization, Trade Could Slash Equity Multiples. What challenges are developed economies facing? Brad McMillan, managing principal, chief investment officer, explains.
Financial Advisor, 07/01/19

Women Advisors Deserve Higher Visibility: Commonwealth. [Audio] Maria Considine King, senior vice president, practice management, spoke live at Commonwealth’s Summit for Women Advisors-an event she steered-about the significance of hosting the firm’s female advisor community to exchange actionable ideas and achieve success in our industry.
Bloomberg Radio’s Bloomberg Markets, 06/28/19

Diversity Enables the Best Hires: Commonwealth’s Birke. [Audio] Kol Chu Birke, managing principal, technology and corporate strategy, spoke live at Commonwealth’s Summit for Women Advisors on the importance of authentic diversity and inclusion efforts and how the firm’s reactive strategy of hiring and, in turn, achieving “the best” has been an effective business model.
Bloomberg Radio’s Bloomberg Markets, 06/28/19

Consumer Confidence Drops-Why Does It Matter? Brad McMillan, managing principal, chief investment officer, discusses the recent consumer confidence report, which showed a concerning drop from last month.
Forbes, 06/27/19

Exploring the Independent Broker Dealer Space. [Audio] Andrew Daniels, managing principal, business development, speaks with Mindy Diamond of Diamond Consultants about Commonwealth’s 40-year history, how we differ from other firms, our steadfast commitment to our founding principles of quality and community, and how we’re evolving-through technology and more-alongside the growing firms we support.
Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change, 06/21/19

Fed Keeps Interest Rates Steady, For Now. [Video] Brad McMillan, managing principal, chief investment officer, offers insights on the Federal Reserve’s decision to keep interest rates steady and the economic impact.
Cheddar, 06/20/19

Markets Cheer Recent News From the Fed-But Should They? Interest rates hold steady, and there is a prospect for rate cuts this year, but what else could this mean beyond an immediate boost to the markets? Brad McMillan, managing principal, chief investment officer, shares his thoughts.
Forbes, 06/20/19

Appearance on Yahoo! Finance’s The Ticker. [Video] Brad McMillan, managing principal, chief investment officer, joined in studio to discuss the Federal Reserve’s decision to leave interest rates unchanged.
Yahoo! Finance’s The Ticker, 06/19/19

How Financial Planners Can Make Summer Prospecting Enjoyable and Easy. Is now the perfect time to prospect? Kristine McManus, vice president, chief business development officer, practice management, suggests fun ideas to boost your firm’s visibility and attract your ideal clients during the summer.
FPA Practice Management Blog, 06/18/19

“Your Brand Is You” with Kristine McManus. [Audio] Kristine McManus, vice president, chief business development officer, practice management, sits down with host Chris Boyd to discuss the importance of branding for advisors who are looking to grow their practices and how Commonwealth supports the many ways advisors want to grow.
FPA of Massachusetts’ Wicked Pissah Podcast, 06/10/19

The Consumer Has Been Oversold: Commonwealth’s McMillan. [Audio] Brad McMillan, managing principal, chief investment officer, assesses trade, current consumer confidence, the jobs report, and more.
Bloomberg Radio’s Bloomberg Businessweek, 06/10/19

The power of culture. Joni Youngwirth, managing principal, practice management, discusses why company culture is critical and how it can “thrive or dive” at different firms.
InvestmentNews, 06/06/19

Reinvention: Why It’s Required to Drive Lasting Success. Joni Youngwirth, managing principal, practice management, shares why the willingness to reinvent your business is the universal requirement for creating enduring success.
FPA Practice Management Blog, 06/06/19

Special Report: IBD Elite 2019 Rankings. Commonwealth is ranked highest in average payout per advisor among independent broker/dealers, as reported in Financial Planning’s annual ranking. Renamed the “IBD Elite,” the list accurately characterizes the nature and business models of firms that have embraced change, transformation, evolution, and openness.
Financial Planning, 06/03/19

Flashback To 1998 For The Markets? With market conditions similar to those we experienced in 1998, should investors start planning ahead? Brad McMillan, managing principal, chief investment officer, shares his thoughts on what to do.
Forbes, 05/31/19

After SEC cases, Commonwealth makes “terrible” disclosures. Speaking at FINRA’s annual conference, Paul Tolley, chief compliance officer, speaks to Commonwealth’s industry-leading efforts to develop detailed SEC Form ADV disclosures. Described as among the most well-resourced and willing firms, Commonwealth aims for full transparency with this initiative.
Financial Planning, 05/30/19

10 IBDs with the highest percentage of reps producing more than $500,000. Commonwealth advisors are recognized for being the most productive in the industry, as reported by InvestmentNews in its latest independent broker/dealer survey.
InvestmentNews, 05/27/19

Fed Minutes Reviewed, Retailers, Huawei Ban. [Audio; clip begins at 28:28] Brad McMillan, managing principal, chief investment officer, discusses what’s driving the market and how international trade deals may influence business.
Bloomberg Radio’s Bloomberg Businessweek, 05/22/19

The Annual Audit You’re Probably Not Doing, But Should. Joni Youngwirth, managing principal, practice management, outlines how to thoroughly review the inner workings of your firm through an annual business audit.
Journal of Financial Planning, 05/19/19

Should We Ignore Recent Market Volatility? Brad McMillan, managing principal, chief investment officer, explains the recent market volatility in his latest blog post.
Advisor Perspectives, 05/14/19

10 IBDs with the highest payouts. Commonwealth tops the list of independent broker/dealers with the highest payout, as reported by InvestmentNews in its annual independent broker/dealer survey.
InvestmentNews, 05/08/19

Stock Market Pulls Back On Worries Over Trade. Brad McMillan, managing principal, chief investment officer, discusses the recent stock market downturn and what it could mean for markets in the near future.
Forbes, 05/08/19

Raising the bar on happiness at work. “When an employee is unhappy, the advisor faces a challenge.” So, what's the solution to raising the bar on happiness at work? Joni Youngwirth, managing principal, practice management, turns to research to explain.
InvestmentNews, 05/07/19

Advisor Satisfaction in IBD Space Remains High. Once again, Commonwealth Financial Network ranks highest among “Big Players” on the Wealth Management 2019 IBD Report Card, with an overall experience score of 9.82 out of 10. Commonwealth also ranked highest in key service areas, including retention and technology, with above-average scores in compensation and benefits, operational and service support, and compliance support.
Wealth Management, 05/03/19

Even Cowboys Need Financial Advisers: What We Can Learn from Songwriters. Kristine McManus, vice president, chief business development officer, practice management, reflects on the parallels between the financial services and music industries—including the importance of staying true to your voice—that she learned about while spending time in Nashville at this year’s Business Experience conference.
FPA Practice Management Blog, 05/02/19

Investors: Sell In May And Go Away? Does this old adage still apply? Brad McMillan, managing principal, chief investment officer, breaks it down.
Financial Advisor, 05/02/19

Raising Security Awareness Across Generations. Are there differences in the way millennials approach technology and learning versus members of other generations? Commonwealth experts share what these differences could be and how they may affect the security awareness training you provide your staff (and clients).
ThinkAdvisor, 05/01/19

The Real Problem With Social Security. Is social security a solvable problem? In his latest for Forbes, Brad McMillan, managing principal, chief investment officer, says to look beyond the headlines for answers.
Forbes, 04/23/19

Politics Again: The Mueller Report and the Markets. Brad McMillan, managing principal, chief investment officer, assesses the possible effects the Mueller report may have on the markets.
Financial Advisor, 04/22/19

IBD report: Another impressive year. Despite a stock market decline in the fourth quarter of 2018, revenues at independent broker/dealers reached new highs. John Rooney, managing principal, San Diego, speaks about the yield curve and other market factors being monitored for industry impact.
InvestmentNews, 04/20/19

Charitable Giving: A New Definition of Success. Data shows giving back is a long-term trend. What can financial advisors do to support the charitable giving goals of their clients? Joni Youngwirth, managing principal, practice management, offers thoughts on how advisors can evaluate helping their clients across generations with this facet of planning.
WealthManagement.com, 04/19/19

Top 10 IBDs ranked by revenue. Commonwealth is recognized as a top 10 independent broker/dealer by InvestmentNews, ranking fourth for firm revenue.
InvestmentNews, 04/19/19

IBDs with the most CFPs. Commonwealth ranked third on InvestmentNews’ list of independent broker/dealers with the most CFP®s. Most notably, we proudly maintain the highest percentage of advisors who are CFP® professionals—42.6 percent—and the highest percent increase from last year.
InvestmentNews, 04/18/19

Conferences for Women Advisors on the Rise: Attend One. Joni Youngwirth, managing principal, practice management, examines the recent increase in both quality and quantity of conferences for women advisors and shares how we can continue this positive trend in successful events for years to come.
FPA Practice Management Blog, 04/16/19

An Early Look at Q1 Earnings. With earnings season underway, Brad McMillan, managing principal, chief investment officer, says the early results for the first quarter of 2019 are better than could have been reasonably hoped for.
Forbes, 04/16/19

US stock averages slip as bank shares head lower. [Video] Brad McMillan, managing principal, chief investment officer, discusses how strong bank earnings have contributed to the market rally.
FOX Business Network’s Varney & Co., 04/15/19

Bank earnings propel US stocks higher. [Video] Brad McMillan, managing principal, chief investment officer, appeared on FOX Business Network’s Varney & Co. to discuss the market rally, investing in real estate on the stock market, and more.
FOX Business Network’s Varney & Co., 04/12/19

Monthly Market Risk Update: April 2019. The continued market recovery is encouraging, but what are the risks? Brad McMillan, managing principal, chief investment officer, takes a closer look in his monthly update.
Advisor Perspectives, 04/12/19

Behind the Numbers. Despite recent market turmoil, basic conditions remain supportive, though further volatility is not out of the picture, according to Brad McMillan, managing principal, chief investment officer.
Investment Advisor, 04/11/19

FA’s 2019 B-D Ranking. Financial Advisor magazine released its 2019 broker/dealer rankings, and, once again, Commonwealth has the highest gross revenue per advisor among independent broker/dealers.
Financial Advisor, 04/03/19

Yield curve: Key indicator predicts recession. [Video] Brad McMillan, managing principal, chief investment officer, appeared on CNN International’s Quest Means Business to discuss the yield curve inversion, markets, and investments.
CNN International, 04/02/19

IBDs In Lush Times/FA’s Annual B-D Ranking. Amid significant change in the independent broker/dealer landscape, 2018 was a good year for the industry. Greg Gohr, senior vice president, wealth management; Trap Kloman, president and COO; and John Rooney, managing principal, San Diego, shared their views on recruiting, growth, and marketing to the RIA community.
Financial Advisor, 04/01/19

Evaluating ESG, SRI, and Impact Investing Strategies. Commonwealth experts unpack how to evaluate ESG, SRI, and impact investing strategies, and how to manage client expectations while integrating SRI into a financial plan.
ThinkAdvisor, 04/01/19

What’s in Store for the Markets in 2019? With the first quarter of 2019 behind us, Brad McMillan, managing principal, chief investment officer, evaluates what’s in store for the markets for the rest of the year.
Forbes, 03/29/19

Is your office space keeping up with the times? In her latest for InvestmentNews, Joni Youngwirth, managing principal, practice management, offers thoughts on how modern offices are evolving and what factors to consider when setting up a workspace.
InvestmentNews, 03/29/19

Yield Curve Inversion: Evaluating the Risk. What does the yield curve tell us about the road ahead? Brad McMillan, managing principal, chief investment officer, offers his analysis.
Advisor Perspectives, 03/27/19

Appearance on Yahoo Finance Live: On the Move, March 25, 2019. [Video] Brad McMillan, managing, principal, chief investment officer, shares his thoughts on consumer confidence as a key economic statistic, the inverted yield curve, and the current market environment.
Yahoo! Finance Live: On the Move, 03/25/19

Apple’s Apple TV+, Nike’s “Jumpman” on Soccer Jerseys. [Audio; begins at 20:25] Brad McMillan, managing principal, chief investment officer, discusses why the yield curve inverted and the role consumer confidence will play in the markets moving forward.
Bloomberg Radio’s Bloomberg BusinessWeek, 03/25/19

The Stock Market Surges Again, But Why? With earnings growth slowing, stocks should pull back—but they’re not. Brad McMillan, managing principal, chief investment officer, offers some insight on why that might be.
Forbes, 03/20/19

Monthly Market Risk Update: March 2019. According to Brad McMillan, managing principal, chief investment officer, although the overall economic environment remains supportive, further volatility is quite likely.
Financial Advisor, 03/14/19

The Annual Audit You’re Probably Not Doing—But Should. Joni Youngwirth, managing principal, practice management, outlines how to thoroughly review the inner workings of your firm through an annual business audit.
FPA Practice Management Blog, 03/05/19

Making room for the next generation of advisers. Joni Youngwirth, managing principal, practice management, shares some ideas to help financial advisors establish retirement plans, stick to them, and make room for the next generation.
InvestmentNews, 03/04/19

The Smart Strategy for Risk–Averse Investors. In his new book, Crash-Test Investing: How to Put Seat Belts on Your Portfolio for the Bumpy Road Ahead, Brad McMillan, managing principal, chief investment officer, lays out simple strategies that can help put anyone safely on the path to a comfortable financial future. Read more about what “wheels” we need to drive our portfolio forward in this excerpt.
Financial Advisor, 02/28/19

Is National Debt as Scary as It Seems? Our rising debt seems daunting, but Brad McMillan, managing principal, chief investment officer, says there’s a different way to look at the numbers.
Forbes, 02/27/19

New Commonwealth practice grows on “very good earner” millennial clients. Harkins Wealth Management speaks about the offerings and integrations that drew them to join Commonwealth, as well as how prioritizing relationship building and education help them attract and retain millennial clients.
Financial Planning, 02/27/19

Commonwealth’s Advisor360 platform could start an IBD tech trend. Commonwealth's new stand-alone technology company, Advisor360°, and its licensing agreement with insurance firm MassMutual is acknowledged as an innovative way to face industry challenges.
Financial Planning, 02/20/19

Earnings Recession Ahead? Not So Fast. Are we heading for an earnings recession? Brad McMillan, managing principal, chief investment officer, doesn’t think so.
Financial Advisor, 02/15/19

Why the Commonwealth-MassMutual Tie-Up Is a “Big Deal.” Commonwealth is lauded for its ahead-of-the-curve licensing agreement with insurance firm MassMutual and its determination to keep its advisors’ technology on the cutting edge.
ThinkAdvisor, 02/15/19

Economic Risks Rise as Another Shutdown Looms. As the clock ticks down toward another potential government shutdown, Brad McMillan, managing principal, chief investment officer, evaluates the indirect economic damage that “Shutdown 2.0” could bring.
Forbes, 02/12/19

Communicating with clients in tough times. Have you found that recent market fluctuations haven't caused the same anxiety among your clients as in 2008? Joni Youngwirth, managing principal, practice management, explains possible reasons for this attitude change, as well as why you should continue to communicate with clients about volatility.
InvestmentNews, 02/5/19

Did the Fed Back Down? Not Quite. Did the Federal Reserve give the markets something to cheer about with its latest statement? Brad McMillan, managing principal, chief investment officer, doesn’t quite think so.
Advisor Perspectives, 02/1/19

The Smart Strategy for Risk-Averse Investors. In his new book, Crash-Test Investing: How to Put Seat Belts on Your Portfolio for the Bumpy Road Ahead, Brad McMillan, managing principal, chief investment officer, lays out simple strategies that can help put anyone safely on the path to a comfortable financial future. Read more about what “wheels” we need to drive our portfolio forward in this excerpt.
Financial Advisor, 02/28/19

Is National Debt as Scary as It Seems? Our rising debt seems daunting, but Brad McMillan, managing principal, chief investment officer, says there’s a different way to look at the numbers.
Forbes, 02/27/19

New Commonwealth practice grows on “very good earner” millennial clients. Harkins Wealth Management speaks about the offerings and integrations that drew them to join Commonwealth, as well as how prioritizing relationship building and education help them attract and retain millennial clients.
Financial Planning, 02/27/19

Commonwealth’s Advisor360 platform could start an IBD tech trend. Commonwealth’s new stand-alone technology company, Advisor360⁰, and its licensing agreement with insurance firm MassMutual is acknowledged as an innovative way to face industry challenges.
Financial Planning, 02/20/19

Earnings Recession Ahead? Not So Fast. Are we heading for an earnings recession? Brad McMillan, managing principal, chief investment officer, doesn’t think so.
Financial Advisor, 02/15/19

Why the Commonwealth-MassMutual Tie-Up Is a “Big Deal.” Commonwealth is lauded for its ahead-of-the-curve licensing agreement with insurance firm MassMutual and its determination to keep its advisors’ technology on the cutting edge.
ThinkAdvisor, 02/15/19

Economic Risks Rise as Another Shutdown Looms. As the clock ticks down toward another potential government shutdown, Brad McMillan, managing principal, chief investment officer, evaluates the indirect economic damage that “Shutdown 2.0” could bring.
Forbes, 02/12/19

Communicating with clients in tough times. Have you found that recent market fluctuations haven’t caused the same anxiety among your clients as in 2008? Joni Youngwirth, managing principal, practice management, explains possible reasons for this attitude change, as well as why you should continue to communicate with clients about volatility.
InvestmentNews, 02/5/19

Did the Fed Back Down? Not Quite. Did the Federal Reserve give the markets something to cheer about with its latest statement? Brad McMillan, managing principal, chief investment officer, doesn’t quite think so.
Advisor Perspectives, 02/1/19

Women in WealthTech: Lori Yaverbaum of Commonwealth Financial Network. Lori Yaverbaum, vice president, experience, is named to Investment Advisor magazine’s first-ever Top 16 Women in WealthTech list. With Commonwealth since 2001, Lori has made an invaluable impact on our community and is instrumental in our internal and external customers’ entire journey with the firm’s technology.
ThinkAdvisor, 01/31/19

Maxine Waters may raise profile of diversity, but legislating solutions will be difficult. During a workshop on advancing women in the industry at the 2019 FSI OneVoice conference, John Rooney, the FSI vice chairman, spoke on inclusion and diversity efforts within the financial services industry.
InvestmentNews, 01/30/19

Will Decaying Consumer Confidence Spell Trouble for the Economy? Brad McMillan, managing principal, chief investment officer, discusses consumer confidence as a foundation for both the real economy and financial markets.
Forbes, 01/28/19

The RIA space is hot, and brokers are on the move. John Rooney, managing principal, San Diego, comments on how Commonwealth is supporting advisors as the industry continues to shift to a fee-only model.
InvestmentNews, 01/26/19

Comcast Earnings, Tech Cold War, IBM Gains (Podcast). [Audio] Clip starts at 18:44. How will the government shutdown really affect the market? Brad McMillan, managing principal, chief investment officer, discusses consumer confidence and the shutdown’s impact on the economy.
Bloomberg Radio’s Bloomberg BusinessWeek, 01/23/19

Government Shutdown Slows Down Economic Reports. Brad McMillan, managing principal, chief investment officer, breaks down which economic reports may be delayed by the government shutdown.
Forbes, 01/14/19

NAPA Announces Top Retirement Plan Advisors Under 40. Wayne Bloom, CEO, comments on the importance of recognizing the industry’s talented leaders, congratulating the three Commonwealth advisors who were named to this year’s Top 100 list.
ThinkAdvisor, 01/07/19

$500M team chooses Commonwealth after sale of longtime IBD. We are pleased to announce Commonwealth’s partnership with Michael Roberts Associates.
Financial Planning, 01/06/19

Is pro bono work in your future? (Available to subscribers only.) Doesn't everyone want to make a positive difference in the world? Joni Youngwirth, managing principal, practice management, explains why it's never too late for volunteering and shares ways advisors can incorporate charitable efforts into their financial services work.
InvestmentNews, 01/02/19

Expect a Choppy 2019. Brad McMillan, managing principal, chief investment officer, shares his cautiously constructive outlook for the year ahead.
Financial Advisor, 01/02/19

Bensignor, McMillan on Volatility, Markets. [Broadcast] Clip starts at 1:44. Will the Federal Reserve continue to raise rates in 2019? Brad McMillan, managing principal, chief investment officer, discusses this topic and more on Bloomberg.
Bloomberg TV’s Bloomberg Daybreak: Americas, 01/02/19

The CEO: A Key to Success for Growing Firms. Is formalizing your advisory firm the path to longevity? Joni Youngwirth, managing principal, practice management, outlines lessons that can help growing firms succeed.
Financial Planning Association’s Practice Management Blog, 01/01/19

2018

The market doesn’t know what’s going on, says Andersen Capital and Commonwealth Financial CIOs. [Video] Are we still experiencing normal market volatility? Brad McMillan, managing principal, chief investment officer, hits the airwaves to share his thoughts.
CNBC’s Power Lunch, 12/27/18

LPL loses $325M practice to Commonwealth over service issues. Coverage of the announcement of Commonwealth’s partnership with Daley Financial Partners.
Financial Planning, 12/21/18

19 people who will change wealth management in 2019. Joni Youngwirth, managing principal, practice management, is recognized as a savvy leader who will spearhead change within our industry in the coming year.
Financial Planning, 12/19/18

50 moves, $82B in assets: The year in IBD recruiting. This roundup of the 50 biggest advisor moves of 2018 references some of the larger offices that joined Commonwealth last year, including Innovative Financial Solutions and Integrated Equity Management.
Financial Planning, 12/17/18

Markets have yet to bottom, says investor. [Video] What can we expect from the market in 2019? Brad McMillan, managing principal, chief investment officer, shares his analysis.
CNBC’s Power Lunch, 12/12/18

Putting the Current Market Decline in Context. Brad McMillan, managing principal, chief investment officer, writes about what drives market volatility and how you can keep an eye on your investments.
Forbes, 12/12/18

Lisa’s Bits: Commonwealth and Cambridge jump into RIA custody game. Coverage of Commonwealth’s RIA recruiting efforts and the firm’s continued focus on its RIA Services division.
RIABiz, 12/07/18

What Should We Expect from Our Investments? Brad McMillan, managing principal, chief investment officer, provides an inside look at why your returns on investment may have underperformed in 2018—and why you shouldn’t be too concerned.
Forbes, 12/07/18

Brad McMillan on Bloomberg Radio. [Audio] Commonwealth’s CIO urges listeners to be wary, but not worried, when it comes to the current state of the market.
Bloomberg Radio, 12/06/18

Offering your clients some holiday cheer. Joni Youngwirth, managing principal, practice management, shares insightful tips on keeping your clients happy during the holiday season.
InvestmentNews, 12/06/18

Brad McMillan on NPR. [Audio] Brad McMillan, managing principal, chief investment officer, goes on air to discuss the inverted yield curve and what it may indicate about today’s economy.
National Public Radio, 12/04/18

Joni Youngwirth on Bloomberg Radio, Live from Power in Practice Alumni Workshop. [Audio] Joni Youngwirth, managing principal, practice management, speaks about pressing industry trends, including cultivating financial advisors, maximizing resources and efficiencies, and emphasizing service and integrity.
Bloomberg Radio, 12/04/18

How to Scale an Exceptional Client Experience. Understanding your ideal clients is the first step to ensuring that you spend the right amount of time with the right investors.
InvestmentNews, 12/01/18

Commonwealth stays the “nice” course in competitive recruiting race. In a group interview with select members of executive management, Commonwealth’s recruiting efforts are discussed, and the firm’s commitment to kindness as a key qualifier is reinforced.
Financial Planning, 11/28/18

Commonwealth Financial Highlights RIA Focus, Tech and “Grit” at Event. Coverage of Commonwealth’s focus on the industry shift to fee-only advisory business and how the firm will continue to position itself as the infrastructure provider of choice for the RIA-only affiliation model, as addressed at the National Conference.
ThinkAdvisor, 11/28/18

How Advisors Can Build a Toolkit for Success. Joe Deitch, founder and chairman, discusses his book Elevate: An Essential Guide to Life and shares important steps that must be taken before pursuing goals.
ThinkAdvisor, 11/28/18

The “Next” World: A Tale of Two Countries. China and the U.S. seemed to be locked in a “Thucydides trap.” Is war the only possible outcome? Brad McMillan, managing principal, chief investment officer, pens his thoughts.
Forbes, 11/28/18

Commonwealth CIO says he’s defensive because market is nearing end of cycle. [Video] Does Brad McMillan, managing principal, chief investment officer, anticipate a Santa Claus rally? Here’s what we may see in December.
CNBC’s Power Lunch, 11/21/18

Financial Planning Tech Firm RightCapital Partners with Commonwealth. Coverage of Commonwealth’s partnership with RightCapital to provide affiliated advisors with next-generation financial planning tools tightly integrated into the firm’s Client360°® client management system.
WealthManagement.com, 11/15/18

Stock Market Slide: What’s the Big Picture? Although the downward slide in the stock market continues, Brad McMillan, managing principal, chief investment officer, says the fundamentals remain strong.
Forbes, 11/15/18

Apple drags the Dow lower. [Video] Given slowing economic growth, are we looking at a recession? Brad McMillan, managing principal, chief investment officer, discusses what we might expect as we hear toward year-end.
CNBC’s Power Lunch, 11/14/18

“Bloomberg Daybreak: Americas” Full Show. [Video; segment begins at 50:51] We’re seeing increased volatility in the market, but what’s the outlook for 2019?
Bloomberg Daybreak, 11/13/18

Raising the Bar: 7 Tips for a Better Conference Experience. Joni Youngwirth, managing principal, practice management, outlines seven ways to help increase the value you get from attending your next conference.
FPA Practice Management Blog, 11/13/18

The new normal of succession planning. Joni Youngwirth, managing principal, practice management, explains how working beyond the traditional retirement age can affect succession plans.
InvestmentNews, 11/12/18

How Commonwealth Aims to Track the Industry “Puck.” At Commonwealth’s National Conference, Wayne Bloom, CEO, addresses the industry shift to fee-only and the firm’s commitment to supporting this growing model.
ThinkAdvisor, 11/09/2018

FINRA reforms are paying off, Commonwealth says. FINRA continues to make great strides in improving examinations and engaging with the industry. Paul Tolley, senior vice president, chief compliance officer, speaks to how Commonwealth continues to build good relations with the authority.
Financial Planning, 11/08/18

Hastie Financial Group Joins Commonwealth Financial Network. Coverage of the announcement of Commonwealth’s partnership with Hastie Financial Group.
Financial Advisor, 11/06/18

Markets will have to adjust in 2019, says Commonwealth Financial CIO. [Video] How will the markets perform in 2019, especially if rates continue to rise?
CNBC’s Squawk Box, 11/01/18

What’s Really Driving Market Volatility? Brad McMillan, managing principal, chief investment officer, admits that recent market declines are scary, but he reminds us that this type of volatility is normal.
Forbes, 10/26/18

The future of new-adviser training is now. Joni Youngwirth, managing principal, practice management, stresses the importance of participation, critical skills, and choosing training components specific to an advisor’s new hire and firm.
InvestmentNews, 10/26/18

Brad McMillan on Bloomberg Radio’s Baystate Business. Listen to Brad McMillan, managing principal, chief investment officer, share his thoughts with hosts Peter Barnes and Tom Moroney on how the market will finish this year.
Bloomberg Radio, 10/24/18

Expert: The question isn’t why stocks are down, it’s why they aren’t down further. (Video) Watch Brad McMillan, managing principal, chief investment officer, discuss why he thinks we’re experiencing normal noise, with hosts Melissa Lee and Contessa Brewer.
CNBC, 10/24/18

Nightly Business Report – October 18, 2018. (Video; segment begins at 4:38) Watch Brad McMillan, managing principal, chief investment officer, discuss the global issues weighing on the market, as well as their potential effect on U.S. investors.
CNBC’s Nightly Business Report, 10/18/18

Monthly Market Risk Update: October 2018. Are market risks rising? Brad McMillan, managing principal, chief investment officer, takes a closer look at the numbers.
Advisor Perspectives, 10/16/18

More Trouble Ahead for the Markets? Maybe Not. After recent declines, what’s next for the market? Brad McMillan, managing principal, chief investment officer, pens his thoughts.
Forbes, 10/16/18

A Change of Perspective. Joni Youngwirth, managing principal, practice management, breaks down how small businesses can move past internal conflicts and find powerful solutions.
FPA Practice Management Blog, 10/16/18

What’s Next After Last Week’s Market Rout? Volatility is likely to continue, but panic selling should soon halt, according to Brad McMillan, managing principal, chief investment officer.
ThinkAdvisor, 10/15/18

A Bad Day in the Market: Is It a False Alarm? The Dow dropped more than 800 points. There’s reason to pay attention, but history says days like this are normal.
Financial Advisor, 10/11/18

4 Tools to Help Protect Clients Against Identity Theft. Commonwealth shares the best ways advisors can help clients ensure that their personal information is secure online.
Financial Advisor IQ, 10/05/18

Time Management Strategies: What Motivates You? In this article, Commonwealth discusses time management techniques for improving personal efficiency.
Financial Advisor IQ, 10/04/18

Strengthen Your Brand with Intentional Storytelling. Check out this article to learn ways advisors can strengthen their brand and their business.
Financial Advisor IQ, 10/03/18

Changes to Estate and Tax Planning Under the TCJA. The Tax Cuts and Jobs Act introduced many sweeping changes that could affect your clients. Commonwealth experts help unpack what these changes mean for advisors.
Financial Advisor IQ, 10/02/18

Why Q4 2018 Looks Good. In the U.S., the third quarter looks like another good one. Despite ongoing turmoil, markets rose steadily, reaching new highs. Will we be as fortunate in the fourth quarter?
Financial Advisor, 10/02/18

Building the Perfect Tech. Greg Gohr, senior vice president, wealth management, and Kol Chu Birke, managing principal, corporate strategy and financial behavior specialist, comment on how Client360°®, our client management system, works for Commonwealth’s advisors and what they think the next wave will be in technology.
Financial Advisor, 10/01/18

The Value of a Client Advisory Board. Learn why advisors who employ advisory groups and incorporate the feedback they receive from clients can realize more growth than advisors who don’t.
InvestmentNews, 10/01/18

Learn the Basics of Financial Education Services. Commonwealth shares how advisors are well-positioned to help clients and their children prepare for college by adding financial education services to their practice.
InvestmentNews, 10/01/18

The Supernova Effect: Reducing Your Client Base for Growth. Read this article for a discussion of scaling your financial advisory practice.
Financial Advisor IQ, 10/01/18

Behind the Numbers with Brad McMillan. With the 10-year anniversary of the great financial crisis upon us, there are lessons to reflect on, primarily around risk.Investment Advisor, 10/01/18

Brad McMillan on Bloomberg Radio 9/28/18. [Audio] With all the news out of Washington, DC, what will be the effect on the markets? Brad McMillan, managing principal, chief investment officer, shares his concern, or lack thereof.
Bloomberg Radio, 09/28/18

Do Rising Rates Signal Trouble Ahead? The Federal Reserve announced it would raise interest rates, but we’re seeing other rates rise as well—something that may signal trouble ahead. Brad McMillan, managing principal, chief investment officer, addresses this concern in his latest contribution to Forbes.
Forbes, 09/27/18

Recession in 2020? Keep an Eye on the Data. The headlines say recession in 2020, but Brad McMillan, managing principal, chief investment officer, is keeping his eyes on the data and focusing less on the date.
Forbes, 09/17/18

Fee Transparency: The Right Trend for Advisers and Their Clients. In her latest post for the Financial Planning Association’s Practice Management Blog, Joni Youngwirth, managing principal, practice management, suggests why fee transparency may be the right trend for advisors to adopt if viewed through the lens of the clients’ needs.
FPA Practice Management Blog, 09/13/18

U.S. Markets Strong in August, But Are There Risks Ahead? August was a strong month for the U.S. markets, but what is the outlook for September? Brad McMillan, managing principal, chief investment officer, pens his analysis for Forbes.
Forbes, 09/07/18

Third quarter will be good proxy for how market reacts to trade tensions. [Video] How are trade talks affecting the markets? Brad McMillan, managing principal, chief investment officer, shares his thoughts on Power Lunch.
CNBC’s Power Lunch, 09/07/18

How to adapt efficiently to industry trends. In her latest InvestmentNews contribution, Joni Youngwirth, managing principal, practice management, explains why advisors need a project plan for implementing the right trends in their firms.
InvestmentNews, 09/06/18

2019 Recession Is “Very Possible,” and S&P Could Fall 500 Points, Analyst Says. [Video] Are we headed for a recession in 2020? While a downturn may be ahead, Brad McMillan, managing principal, chief investment officer, is focused on the data.
TheStreet, 09/04/18

Know, Do, Practice, Repeat. "To really be effective, learning also has to be experiential." Financial Advisor recently published part two of its series of excerpts of Founder and Chairman Joe Deitch's book, Elevate, this time focused on the importance of taking action.
Financial Advisor, 09/04/18

Education Planning: A Look at the Numbers. With college tuition constantly on the rise, helping clients with education planning is essential. Commonwealth lays out facts on the true cost of college and provides strategies advisors can use to help keep their clients’ savings on track.
InvestmentNews, 09/01/18

We need the economy to slow down but not too much, says pro. [Video] Will the economy remain healthy in 2019, especially as the effects of tax cuts start to fade? Brad McMillan, managing principal, chief investment officer, shares his answer.
CNBC, 08/30/18

Why Is the Market Hitting New Highs? After a recent trip to Iceland, Brad McMillan, managing principal, chief investment officer, reflects on economic lessons learned.
Financial Advisor, 08/29/18

U.S. Economy Hits Its Stride. [Video] Brad McMillan, managing principal, chief investment officer,
discusses a strong second quarter for the U.S.
Cheddar, 08/29/18

Here Is Why the S&P 500 Is Bound for 3,000 By the End of 2018. [Video] What would a modern-day
recession look like? Brad McMillan, managing principal, chief investment officer, shares his thoughts on current market conditions.
TheStreet, 08/28/18

Commonwealth Nabs $700M Wealth Practice from Securian. Coverage of the announcement of Commonwealth's partnership with Integrated Equity Management.
Financial Advisor IQ, 08/27/18

Learning to Be an Adviser. The successful firms of tomorrow will commit to developing training programs today. Joni Youngwirth, managing principal, practice management, shares suggestions on structuring a training plan for the incoming generation of advisors.
FPA Practice Management Blog, 08/21/18

$400M Advisor Team Joins Commonwealth Financial. Coverage of the announcement of Commonwealth's partnership with Innovative Financial Solutions.
Financial Advisor, 08/20/18

The Real Lesson from Turkey's Crisis. Brad McMillan, managing principal, chief investment officer, shares one important lesson from the crisis in Turkey.
Financial Advisor, 08/14/18

Quick Takes from the Financial News: Inflation and Turkey. Brad McMillan, managing principal, chief investment officer, addresses hot topics in financial news.
Financial Advisor, 08/13/18

The rise of the female financial adviser. Data shows only around 17 percent of all advisors are women. Joni Youngwirth, managing principal, practice management, unpacks why female advisors should remember it's not just a numbers game.
InvestmentNews, 08/08/18

Brad McMillan on Bloomberg Radio. [Audio] Brad McMillan, managing principal, chief investment officer, weighs in on the market, technology news, tariffs on Chinese imports, and more.
Bloomberg Radio, 08/07/18

Behind the Numbers with Brad McMillan. Brad McMillan, managing principal, chief investment officer, explains what high valuations mean for the economic environment in the shorter term and longer term.
Investment Advisor, 08/01/18

Host the Perfect Client Event. How can you find the right client event idea to achieve your business goals and attract ideal clients? Commonwealth shares best practices that can help.
InvestmentNews, 08/01/18

Pullback or Bear Market: A Look at the Risks. The market may be moving higher, but Brad McMillan, managing principal, chief investment officer, says the risks are rising, too.
Forbes, 08/01/18

Best & Worst Firms for Advisors: J.D. Power. Coverage of Commonwealth’s executive promotion of Trap Kloman, managing principal and CFO, as the firm’s new COO.
ThinkAdvisor, 07/30/18

FP50 2018: Top 10 IBDs with the fastest-growing payouts for advisors. [Slideshow] Among independent broker/dealers, Commonwealth returned the highest payout to its advisors over the past three years.
Financial Planning, 07/23/18

Is the Deficit a Solvable Problem?. With the deficit adding to the debt every year, we will need approximately $600 billion over the next 10 years to stay even with the current deficits. What would it take to balance the budget? Managing Principal and Chief Investment Officer Brad McMillan shares his thoughts.
Forbes, 07/23/18

Ameriprise Loses $120M Team to Commonwealth. Coverage of the announcement of Commonwealth’s partnership with Clear Path Private Wealth.
Financial Advisor IQ, 07/18/18

US stocks edge higher as airlines, railroads, and banks jump. According to Managing Principal and Chief Investment Officer Brad McMillan, another strong quarter of earnings is likely ahead.
Boston Globe, 07/18/18

Jerome Powell’s Testimony Isn't Changing This Strategist’s 3,000 S&P 500 Target. [Video] The Federal Reserve chairman’s comments on the state of the economy shouldn’t cause market moves, so says Managing Principal and Chief Investment Officer Brad McMillan.
TheStreet, 07/17/18

The Economy and Markets at Midyear: Is the Outlook Heating Up? While the downside risks are real, the ongoing strength of the U.S. economy should protect us from the worst, and even continue to offer some upside. Read on for Managing Principal and Chief Investment Officer Brad McMillan’s full analysis.
Advisor Perspectives, 07/16/18

Monthly Market Risk Update: July 2018. The market seems to be recovering, but are the risks rising? Managing Principal and Chief Investment Officer Brad McMillan shares his thoughts.
Advisor Perspectives, 07/13/18

Does a Healthy Q2 2018 Bode Well for Q3? The second quarter of 2018 was solid. But what might that mean for the third quarter? Managing Principal and Chief Investment Officer Brad McMillan weighs in.
Forbes, 07/12/18

Raymond James, Commonwealth shake up their C-suites. Commonwealth recently appointed Trap Kloman, managing principal and CFO, as the firm’s chief operating officer. Wayne Bloom, CEO, comments on Trap’s strengths and notes the firm’s methodical approach to finding the next CFO.
Financial Planning, 07/10/18

FP50 2018: Which independent broker-dealers have the highest net capital? [Slideshow] Among independent broker/dealers, Commonwealth ranks one of the highest in net capital, speaking to the firm’s stability and ability to make future investments.
Financial Planning, 07/09/18

Which economic stats matter most? [Audio] Listen in for Managing Principal and Chief Investment Officer Brad McMillan’s post–employment report review and analysis.
Marketplace, 07/09/18

How to Take the Long View When Choosing a Financial Advisor. When should you start looking for a financial advisor? Joni Youngwirth, managing principal, practice management, discusses what the decision process might look like and the importance of knowing where you want your financial planning to take you.
CardRates.com, 07/05/18

Why advisers need to be both effective and efficient. Joni Youngwirth, managing principal, practice management, explains how doing the right things in the right way will grant advisors the biggest return.
InvestmentNews, 07/05/18

How to Achieve Everything You Desire and Aspire To. Joseph Deitch, founder and chairman, shares an excerpt from his new book, Elevate: An Essential Guide to Life.
Financial Advisor, 07/02/18

Why You Need an Active Social Media Presence. Looking for ways to boost your firm’s online presence this year? Commonwealth shares some tips for creating and committing to a social media content strategy for 2018.
InvestmentNews, 07/01/18

J.D. Power: Edward Jones, Commonwealth Ranked First. Coverage of the announcement of Commonwealth ranking highest in independent advisor satisfaction five times in a row.
Barron's, 06/29/18

Commonwealth Replaces President and COO with Ex-LPL Exec. Coverage of the announcement of Trap Kloman's transition to president and COO of Commonwealth at year-end.
Financial Advisor IQ, 06/29/18

Markets Now: Dow's Gains Nearly Slip Away as Stocks Swoon into the Close. Brad McMillan, managing principal, chief investment officer, offers his perspective on what's happening with the volatile markets.
Barron's, 06/29/18

Edward Jones, Commonwealth Financial top J.D. Power list of top brokerage employers. Coverage of the announcement of Commonwealth ranking highest in independent advisor satisfaction five times in a row.
InvestmentNews, 06/28/18

Commonwealth Financial Names New President, COO. Coverage of the announcement of Trap Kloman's transition to president and COO of Commonwealth at year-end.
Financial Advisor, 06/27/18

Commonwealth Financial Says President, COO Hunter to Depart. Coverage of the announcement of Trap Kloman's transition to president and COO of Commonwealth at year-end.
ThinkAdvisor, 06/27/18

Calm, thoughtful demeanor led Commonwealth Financial Network to make a 10-year LPL exec its new president and COO; IPO anyone? Coverage of the announcement of Trap Kloman's transition to president and COO of Commonwealth at year-end.
RIABiz, 06/27/18

Is Housing Showing Signs of a Slowdown? Brad McMillan, managing principal, chief investment officer, takes a closer look at recent housing data.
Forbes, 06/25/18

Silicon Valley, AI hit the finance world. While at InvestmentNews's headquarters for ThinkTank, Kol Birke, managing principal, corporate strategy and financial behavior specialist, joined a thoughtful discussion on robo-advisors and the need for human advice among millennials and retirees.
InvestmentNews, 06/23/18

Commonwealth Nabs $130M Team from Kestra. Coverage of the announcement of Commonwealth's partnership with the Potter Financial Group.
Financial Advisor IQ, 06/22/18

Potter Financial Group Joins Commonwealth Financial Network. Coverage of the announcement of Commonwealth's partnership with the Potter Financial Group.
Financial Advisor, 06/20/18

Commonwealth Scores a Workplace Accolade. Coverage of Commonwealth being named to Computerworld's 2018 Best Places to Work in IT ranking.
ThinkAdvisor, 06/19/18

Your perceptions are biased – here's how to manage it. [Audio] In this podcast with Joe Deitch, founder and chairman, learn about his book, Elevate, as well as how to develop a better understanding of yourself and your clients.
Financial Planning, 06/19/18

Commonwealth Ranked Among the Best in IT. Coverage of Commonwealth being named to Computerworld's 2018 Best Places to Work in IT ranking.
WealthManagement.com, 06/19/18

Best Places to Work in IT 2018. Coverage of Commonwealth being named to Computerworld's 2018 Best Places to Work in IT ranking.
Computerworld, 06/18/18

How rising interest rates impact the markets. [Video] Brad McMillan, managing principal, chief investment officer, shares his thoughts on the recent rate hike and its effect on the markets.
CNBC, 06/14/18

Fed Hikes Rates, Indicates 2 More to Come This Year. Brad McMillan, managing principal, chief investment officer, discusses how the recent rate hike will affect the economy and the market.
ThinkAdvisor, 06/13/18

Commonwealth Hopes to Turn Heads with New RIA Options. Greg Gohr, senior vice president, wealth management, speaks to how Commonwealth's RIA platform is working for current advisors, what we're doing to stand out, and how we're positioned for growth.
Financial Advisor IQ, 06/12/18

Latest Economic Reports Reveal Positive Surprises. Last week, two major economic news releases revealed some positive surprises. But what insight will we gain with this week's reports?
Forbes, 06/12/18

Why saying goodbye to your clients and business is hard. Joni Youngwirth, managing principal, practice management, discusses how advisors should prepare themselves and their clients when retirement is on the horizon.
InvestmentNews, 06/08/18

Highest average payout per advisor among independent broker/dealers. In the annual FP50 report, Commonwealth ranks highest in gross revenue per advisor among independent broker/dealers.
Financial Planning, 06/04/18

Behind the Numbers with Brad McMillan. Brad McMillan, managing principal, chief investment officer, takes a look at the price change of oil as an economic indicator. Investment Advisor, 06/01/18

After the Bell: Dow Drops 250 Points, but Just Wait Until Tomorrow. According to Brad McMillan, managing principal, chief investment officer, the next payroll report could cause rates to increase.
Barron's, 05/31/18

A Preview of the Jobs Report. After the release of the May jobs report, Brad McMillan, managing principal, chief investment officer, sees continued growth ahead.
Financial Advisor, 05/31/18

Industry Standouts: The 2018 IA Broker/Dealer Reference Guide. As part of ThinkAdvisor's annual Broker/Dealer Reference Guide, Wayne Bloom, CEO, shares Commonwealth's priorities.
ThinkAdvisor, 05/29/18

The Truth About Investing. To be a successful investor in the long term, you have to go against what almost everyone else believes—and that in particular is what can make investing difficult.
Forbes, 05/25/18

Ameriprise-Affiliated FA Practice Moves to Commonwealth. Coverage of the announcement of Commonwealth's partnership with Endeavor Wealth Advisory Group.
Financial Advisor IQ, 05/24/18

Ameriprise team managing $282 million moves to Commonwealth. Coverage of the announcement of Commonwealth's partnership with Endeavor Wealth Advisory Group.
InvestmentNews, 05/22/18

After 20 years with Ameriprise, $282M team bolts for Commonwealth. Coverage of the announcement of Commonwealth's partnership with Endeavor Wealth Advisory Group.
Financial Planning, 05/22/18

Commonwealth Recruits Former LPL Firm. Coverage of the announcement of Commonwealth's partnership with TL Financial Group.
Financial Advisor, 05/21/18

IBDs with the most CFPs. Commonwealth is currently third in InvestmentNews's ranking of independent broker/dealers with the most advisors who hold the CERTIFIED FINANCIAL PLANNERâ„¢ professional designation.
InvestmentNews, 05/21/18

Where Can We Beat the Market? How can you beat the market? Brad McMillan, managing principal, chief investment officer, says to try focusing on longer-term metrics.
Advisor Perspectives, 05/18/18

Investor skepticism is healthy but not worried about rising rates, says strategist. [Video] Brad McMillan, managing principal, chief investment officer, discusses the current state of the market, rising rates, and investor skepticism.
CNBC's Power Lunch, 05/17/18

Investing: What's Your Thought Process? Brad McMillan, managing principal, chief investment officer, discusses the difficulties involved with investing, as well as how to pick the right strategy.
Forbes, 05/17/18

Transcript: Nightly Business Report. Brad McMillan, managing principal, chief investment officer, weighs in on the current value of the U.S. dollar and what it means for the economy.
NBC, 05/16/18

Do Labels Contribute to Ageism? Does labeling people based on age hinder cooperation in the workplace? Joni Youngwirth, managing principal, practice management, shares her insight about ageism and encourages people to focus on the individual, not the label.
FPA Practice Management Blog, 05/15/18

$180M LPL hybrid practice joins Commonwealth in "double-big" decision. Coverage of the announcement of Commonwealth's partnership with TL Financial Group.
Financial Planning, 05/15/18

Team managing $180 million switches from LPL to Commonwealth. Coverage of the announcement of Commonwealth's partnership with TL Financial Group.
InvestmentNews, 05/15/18

After the Bell: Dow Gains 182 Points as Everything Goes Up. Rising interest rates and political risks have the potential to upend the markets, according to Brad McMillan, managing principal, chief investment officer.
Barron's, 05/09/18

These 10 B/Ds Were Tops in 2017 Revenues. In 2017, Commonwealth maintained the highest gross revenue per advisor among independent broker/dealers, as reported by Financial Advisor's annual ranking.
Financial Advisor, 05/08/18

Redefining efficiency in your business. Is efficiency an afterthought or a strategic component of your decision-making? Commonwealth's Joni Youngwirth, managing principal, practice management, discusses how to redefine efficiency in your business.
InvestmentNews, 05/03/18

More Market Turbulence: Risks Are Rising. According to Brad McMillan, managing principal, chief investment officer, the base remains solid, but the market risks are rising.
Financial Advisor, 04/25/18

Interest Rate Rise Unsettles Stock Investors; Dow Falls 425 Points. Brad McMillan, managing principal, chief investment officer, comments on the factors that contributed to the recent interest rate increase and how investors are—and should be—reacting.
NPR, 04/24/18

Interest Rates on the Move: Time to Pay Attention? Interest rates are up again. What does this mean? Brad McMillan, managing principal, chief investment officer, provides his thoughts.
Forbes, 04/24/18

On the Road: Dropping in on Boston's top gatekeepers. Citywire visited Commonwealth's Waltham office to meet with members of the Preferred Portfolio Services® Select team and discuss the firm's mutual fund wrap platform and model portfolios.
Citywire, 04/23/18

Top independent broker/dealers ranked by revenue. According to the annual ranking, Commonwealth had the fourth-highest revenue among independent broker/dealers in 2017.
InvestmentNews, 04/21/18

Bloomberg Markets: SEC Could Rewrite Fiduciary Rule, Accepting. [Audio] Brad McMillan, managing principal, chief investment officer, discusses investment strategy and the markets with host Carol Massar. Skip to 28:15 for Brad's analysis.
Bloomberg Radio, 04/18/18

Commonwealth's Joseph Deitch debuts as self-help author. In a candid interview with InvestmentNews, Joe Deitch, founder and chairman, shares how his book, Elevate, strives to put a career in financial services in perspective.
InvestmentNews, 04/16/18

Monthly Market Risk Update: April 2018. In his monthly update, Brad McMillan, managing principal, chief investment officer, takes a look at what the market risks look like for April.
Advisor Perspectives, 04/13/18

Markets will start to trade in a positive way with earnings, says trader. [Video] What should investors expect as earnings season gets underway? Brad McMillan, managing principal, chief investment officer, weighs in.
CNBC's Power Lunch, 04/12/18

Connecting with Clients Who Aren't Tech Savvy. What does it take to prepare clients who may not seem tech savvy for a technology-based review meeting? Joni Youngwirth, managing principal, practice management, shares best practices to help older clients become comfortable with technology.
FPA Practice Management Blog, 04/12/18

Commonwealth, Securities America Add Former Invest Financial Affiliates: Recruiting Roundup. Coverage of the announcement of Commonwealth's partnership with Riverstone Wealth Partners.
ThinkAdvisor, 04/11/18

Invest team chooses Commonwealth despite wooing by rival CEOs. Coverage of the announcement of Commonwealth's partnership with Riverstone Wealth Partners.
Financial Planning, 04/09/18

Nightly Business Report – April 6, 2018. [Video; skip to 10:19] Brad McMillan, managing principal, chief investment officer, discusses the latest jobs report, interest rate increases, and the effect that recent tariffs may have on the market.
CNBC's Nightly Business Report, 04/06/18

Commonwealth Lures $263M Advice Practice. Coverage of the announcement of Commonwealth's partnership with Riverstone Wealth Partners.
Financial Advisor IQ, 04/05/18

INVEST Financial Team Heads to Commonwealth. Coverage of the announcement of Commonwealth's partnership with Riverstone Wealth Partners.
Financial Advisor, 04/04/18

Team managing $263 million at INVEST joins Commonwealth Financial Network. Coverage of the announcement of Commonwealth's partnership with Riverstone Wealth Partners.
InvestmentNews, 04/04/18

Bloomberg Baystate Business: Markets, Trade and Eggs. [Audio] Volatility is back. Brad McMillan, managing principal, chief investment officer, analyzes recent market activity.
Bloomberg Radio, 04/04/18

If friends asked you to recommend an adviser, could you? When looking for an advisor, everyone seeks the obvious: solid ethics, good service, and respectable relationship skills. What else influences an investor's choice? Joni Youngwirth, managing principal, practice management, presents considerations and encourages advisors to embrace new trends.
InvestmentNews, 04/03/18

Volatility's Bite Returns: What Now? According to Brad McMillan, managing principal, chief investment officer, recent market volatility is normal—we're just not used to it.
ThinkAdvisor, 04/02/18

Financial Advisor's 2018 Broker/Dealer Ranking. Among independent broker/dealers, Commonwealth once again has the highest gross revenue per advisor, according to the recently released annual ranking.
Financial Advisor, 04/01/18

The State of Affairs. In its annual Independent Broker/Dealer Report Card, WealthManagement.com reports on the high marks Commonwealth received in a number of categories.
WealthManagement.com, 03/30/18

Is It Back to Reality for the Markets? The markets are heading back to reality. Is this the new normal?
Forbes, 03/29/18

Volatility to Remain Because Investor Confidence Is Shaky, Expert Says. Investor confidence is unstable and moving the markets.
TheStreet, 03/28/18

Commonwealth grabs $350M team following record recruiting year. Coverage of the announcement of Commonwealth's partnership with Spiegelman Wealth Management.
Financial Planning, 03/22/18

Chances Rise for 4th Fed Rate Hike in 2018. What has the latest Federal Reserve policy statement signaled ahead?
ThinkAdvisor, 03/21/18

Powell's First Fed Meeting: What Should We Expect? The regular meeting of the Federal Reserve took place at the end of March. Here's what the markets are expecting as a result.
Forbes, 03/21/18

How Do You Train Someone? According to Joni Youngwirth, managing principal, practice management, training requires three key criteria to be effective.
FPA Practice Management Blog, 03/20/18

Could the Great Financial Crisis Happen Again? The 10th anniversary of the failure of Bear Stearns occurred in March. Could this kind of financial crisis happen again?
Advisor Perspectives, 03/14/18

Commonwealth Financial Gains $350 Million Practice. Coverage of the announcement of Commonwealth's partnership with Spiegelman Wealth Management.
Financial Advisor IQ, 03/12/18

Commonwealth Pulls in Family Office from Northwestern Mutual. Coverage of the announcement of Commonwealth's partnership with Spiegelman Wealth Management.
Financial Advisor, 03/12/18

Gary Cohn Resigns: The Other Shoe Has Dropped. Gary Cohn resigned, and the markets have taken notice.
Advisor Perspectives, 03/07/18

Markets may be flat this year while earnings go up: Strategist. [Video] As the bull market reaches its ninth year, what will it take to actually bring it down? Or, will the market continue to rise?
CNBC, 03/05/18

After Trump's Steel and Aluminum Trade Tariff Announcement, Dow Drops Another 300 Points. How will trade tariffs affect the economy and corporations?
Fortune, 03/02/18

Behind the Numbers with Brad McMillan. Brad McMillan, managing principal, chief investment officer, stresses that, although we are not that far away from the actual worry point, it is not yet time to react.
Investment Advisor, 03/01/18

Did Fed Chair Powell Signal a Return to the Rules? Did Fed Chair Powell signal a return to a rule-based system in his testimony before Congress? One sentence says it all.
Forbes, 02/28/18

Brad McMillan on Bloomberg Radio’s Bloomberg Markets. [Audio] Is the stock market returning to normal?
Bloomberg Radio, 02/27/18

Can you delegate practice management? Joni Youngwirth, managing principal, practice management, discusses why having a “practice manager” can drive smart business operations and fuel growth.
InvestmentNews, 02/21/18

Is the Market Downturn a Return to “Normal”? Here’s what investors can learn from the recent market pullback.
Forbes, 02/15/18

The Stock Market Stands Corrected: Time to Worry? Brad McMillan, managing principal, chief investment officer, takes a look at whether we are getting closer to the worry point.
Financial Advisor, 02/09/18

What You Must Know as Stocks Near One Important Technical Breaking Point. Pay attention, but don’t react, advises Brad McMillan, managing principal, chief investment officer.
TheStreet, 02/09/18

End of a Bull Market, or Nowhere Near? Making the Case for Both. Here’s a look at the current state of the market.
Bloomberg Markets, 02/07/18

Cetera adds nearly 800 advisors as CEO warns industry of hiring gap. In an independent broker/dealer executive panel at the Financial Services OneVoice conference, John Rooney, managing principal, San Diego, shares his views on the next generation of advisors.
Financial Planning, 02/07/18

Stock Market Bounces Off Lows. What’s Next? Stay the course, advises Brad McMillan, managing principal, chief investment officer. The bigger picture remains positive.
U.S. News & World Report, 02/06/18

Broker-Dealers Seek Reps in Play. Andrew Daniels, managing principal, business development, discusses Commonwealth’s active recruiting year and says that strong recruiting is expected to continue as advisors look for quality and consistency.
Financial Advisor, 02/01/18

LPL Financial signs up 953 NPH advisers and $34.4 billion in assets. Commonwealth and two other LPL rivals are expected to pick up $100 million in revenue from NPH advisors due to the recent LPL acquisition.
InvestmentNews, 02/01/18

Behind the Numbers with Brad McMillan. Brad McMillan, managing principal, chief investment officer, assesses the good and the bad regarding rising rates.
Investment Advisor, 02/01/18

When to bring a new employee on board. Joni Youngwirth, managing principal, practice management, encourages advisors to ask themselves two key questions before making important hiring decisions. 
InvestmentNews, 02/01/18

IBD Execs Get Real on Declining Numbers, Survival Strategies. John Rooney, managing principal, San Diego, discusses industry shifts on an independent broker/dealer executive panel at the Financial Services Institute's OneVoice conference.
ThinkAdvisor, 01/31/18

IBDs Want More Diversity, But Can't Agree on How. Addressing the need to increase diversity among the advisor workforce, John Rooney, managing principal, San Diego, comments on the natural evolution he sees happening within the industry.
WealthManagement.com, 01/31/18

Fiduciary rules mushrooming, CEOs urge colleagues to get political. With the fiduciary rule partially on hold, John Rooney, managing principal, San Diego, sees an opportunity for regulatory harmonization.
Financial Planning, 01/31/18

An Economic State of the Union. From an economic standpoint, Brad McMillan, managing principal, chief investment officer, says the state of the union is excellent.
WealthManagement.com, 01/31/18

Do New Tariffs Signal a Trade War Ahead? Should investors be worried about recently announced tariffs? Brad McMillan, managing principal, chief investment officer, says not quite yet.
Forbes, 01/25/18

Government Shutdown: No Big Deal? The news is all about Washington lately, and it could turn out to be unsettling, according to Brad McMillan, managing principal, chief investment officer.
Forbes, 01/19/18

General Electric shares slide as breakup talk heats up. [Video] As General Electric weighs a breakup, what will be the effect on its shares? Brad McMillan, managing principal, chief investment officer, speaks to challenges on the fundamentals side.
CNBC's Squawk on the Street, 01/17/18

What Do Higher Interest Rates Mean for Investments? Should investors be worried about rising interest rates? Brad McMillan, managing principal, chief investment officer, says there's no need to panic.
Financial Advisor, 01/12/18

Real market story is deregulation: Commonwealth Financial Network. [Video] Although higher interest rates are a concern for many, Brad McMillan, managing principal, chief investment officer, thinks the real market story is deregulation.
CNBC's Power Lunch, 01/11/18

Nightly Business Report – January 11, 2018. [Video] Brad McMillan, managing principal, chief investment officer, discusses the effect of rising interest rates on utility investments. (Brad's segment starts at 11:09.)
CNBC Nightly Business Report, 01/11/18
*Transcript available here

Here Are the Changes to Make to Your 2018 Investing Strategy. [Video] Is it time for the financials and industrials sectors to have their moment?
TheStreet, 01/08/18

What Dow 25,000 Means for Stocks. The Dow has reached yet another milestone. Brad McMillan, managing principal, chief investment officer, asks, "Is 25K time to celebrate?"
Barron's, 01/06/18

Grassroots Champion – Commonwealth Invest in Others Award. Coverage of Commonwealth's recent Invest in Others Corporate Philanthropy Award recognition.
Financial Services Institute, 01/05/18

Boomers: Envision your business transition plan. Joni Youngwirth, managing principal, practice management, outlines key strategies for baby boomer advisors who are preparing to transition their practices to younger successors. 
InvestmentNews, 01/03/18

Behind the Numbers with Brad McMillan. While the economy is doing well, what does the big picture look like? Brad McMillan, managing principal, chief investment officer, discusses three economic trends to watch.
Investment Advisor, 01/01/18

2018 Outlook: Moving Into the End of the Cycle. What should we expect in 2018? Brad McMillan, managing principal, chief investment officer, pens his thoughts in WealthManagement.com's annual Year-End Trends and Outlook feature.
WealthManagement.com, 01/01/18

2019

"BostonPremier Wealth, LLC, Joins Commonwealth Financial Network®" (11/20/19)

"Center for Wealth Management Joins Commonwealth Financial Network®" (11/11/19)

"Legacy Planning Partners Joins Commonwealth Financial Network®" (10/31/19)

"Great Scott Financial Services Joins Commonwealth Financial Network®" (10/28/19)

"Commonwealth Financial Network® Ranked a Best Place to Work in San Diego" (10/10/19)

"Commonwealth Financial Network® Hosts Nearly 2,000 at 2019 National Conference" (10/08/19)

"Commonwealth Financial Network® Congratulates Debra Brede, Honoree in Forbes' Top Wealth Advisors List" (9/16/19)

"Commonwealth Financial Network® Congratulates Honorees in Forbes' Best-In-State Next-Gen Wealth Advisors List" (9/12/19)

"Commonwealth Fosters Connectivity and Community at exclusive Summit for Women Advisors" (7/18/19)

"Commonwealth Ranks Highest in J.D. Power Independent Advisor Satisfaction, Six Times in a Row" (7/9/19)

"Commonwealth Financial Network® Congratulates Honoree on the InvestmentNews 40 Under 40 List" (6/21/19)

"Commonwealth Financial Network® Congratulates Debra Brede, Named to Barron’s Top 100 Women Financial Advisors" (6/20/19)

"Commonwealth Financial Network® Congratulates Honorees in Forbes' Top Women Wealth Advisors List" (4/30/19)

"Commonwealth Financial Network® Congratulates Honorees in the Financial Times Top 400 Financial Advisers List" (4/18/19)

"Commonwealth Financial Network® Congratulates Four Offices Named to the InvestmentNews Best Places to Work for Financial Advisers List" (4/1/19)

"Commonwealth Financial Network® Congratulates Honorees inBarron's Top 1,200 Financial Advisors for 2019" (3/13/19)

"Commonwealth Financial Network® Congratulates Honorees in Forbes' 2019 Best-in-State Wealth Advisors List" (2/25/19)

"Commonwealth Financial Network’s Advisor360° Licenses Its 360° Software to MassMutual" (2/13/19)

"Michael Roberts Associates, Inc., Joins Commonwealth Financial Network®" (1/14/19)

"Commonwealth Financial Network® Congratulates Honorees on the NAPA Top Retirement Plan Advisors Under 40 List" (1/3/19)

2018

"Commonwealth Financial Network® Congratulates Honorees on the NAPA Top DC Advisor Teams List" (12/19/18)

"Daley Financial Partners Joins Commonwealth Financial Network®" (12/18/18)

"Commonwealth Financial Network® Hosts Nearly 2,000 at Annual National Conference" (11/13/18)

"Hastie Financial Group Joins Commonwealth Financial Network®" (11/05/18)

"Commonwealth Financial Network® Ranked a Best Place to Work in San Diego" (10/03/18)

"Commonwealth Financial Network® Congratulates Debra Brede, Honoree in Forbes' Top Wealth Advisors List" (9/28/18)

"Commonwealth Financial Network® Congratulates Honorees in Financial Times 401 Top Retirement Advisers List" (9/27/18)

"Integrated Equity Management Joins Commonwealth Financial Network®" (8/21/18)

"Innovative Financial Solutions Joins Commonwealth Financial Network®" (8/20/18)

"Commonwealth Financial Network® Congratulates Honorees in Forbes' Top 1,000 Next Generation Wealth Advisors List" (7/26/18)

"Clear Path Private Wealth Joins Commonwealth Financial Network®" (7/16/18)

"Commonwealth Ranks Highest in J.D. Power Independent Advisor Satisfaction, Five Times in a Row" (6/29/18)

"Trap Kloman to Become President and COO of Commonwealth Financial Network® at Year-End" (6/28/18)

"The Potter Financial Group Joins Commonwealth Financial Network®" (6/20/18)

"Commonwealth Financial Network® Congratulates Honorees on the InvestmentNews "40 Under 40" List" (6/19/18)

"For the 12th Time, Commonwealth Financial Network® Named a Best Place to Work in Technology" (6/18/18)

"Commonwealth Financial Network® Congratulates Debra Brede, Named to Barron's Top 100 Women Financial Advisors" (6/11/18)

"Endeavor Wealth Advisory Group Joins Commonwealth Financial Network ®" (5/22/18)

"TL Financial Group Joins Commonwealth Financial Network®" (5/15/18)

"Commonwealth Financial Network® Congratulates Honorees in Forbes' Top Women Wealth Advisors List" (5/07/18)

"Riverstone Wealth Partners, LLC, Joins Commonwealth Financial Network®" (4/04/18)

"Commonwealth Financial Network® Congratulates Three Offices Named to the InvestmentNews Inaugural Best Places to Work for Financial Advisers List" (3/26/18)

"Commonwealth Financial Network® Congratulates Honorees in the Financial Times List of 400 Top Financial Advisers" (3/22/18)

"Commonwealth Financial Network® Congratulates Honorees in Barron's Top 1,200 Financial Advisors for 2018" (3/12/18)

"Spiegelman Wealth Management Joins Commonwealth Financial Network®" (3/08/18)

"Commonwealth Financial Network® Congratulates Honorees in Forbes' Best-in-State Wealth Advisors List" (2/16/18)

"Commonwealth Financial Network® Congratulates Honoree on the NAPA Top Plan Advisors Under 40 List" (1/18/18)

"Commonwealth Financial Network® Congratulates Honorees on NAPA's 2017 Top Women Advisors List" (1/11/18)

2017

"Midwest Financial Group Joins Commonwealth Financial Network®" (12/01/17)

Commonwealth Financial Network® Ranked a Top Place to Work in Massachusetts 10 Years Running" (11/28/17)

"Spring Ridge Financial Group Joins Commonwealth Financial Network®" (11/02/17)

"Commonwealth Financial Network® Hosts More Than 1,600 at Annual National Conference" (10/20/17)

"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)

2019 National Conference

Bloomberg Radio’s Businessweek, hosted by Carol Massar and Jason Kelly, broadcast live from Commonwealth's 2019 National Conference in Denver, Colorado, on October 3 and 4. A number of insightful interviews were aired. Listen in by clicking the audio clips below.

Greg Gohr, senior vice president, wealth management, discusses the continued evolution of fee-only business and how Commonwealth supports advisors looking to make this transition. In addition, he talks fintech and the human element of planning. LISTEN NOW »

Shabri Moore, president of Moore Wealth (Frederick, Maryland), gives her insights on preparing clients for a mindful retirement by “getting to the core of what’s important” to them. She also speaks about the importance of bringing her sons into the business as her succession plan. LISTEN NOW »

Brad McMillan, managing principal, chief investment officer, offers his thoughts on the current state of the market and economy. He also discusses the balance between technology and human interaction and explains why he thinks the markets are a “human endeavor.” LISTEN NOW »

Katherine Liola, CEO and founder of Concentric Private Wealth (McLean, Virginia), explains that while Concentric Private Wealth is a comprehensive wealth management firm, her team focuses on clients through the lens of behavioral advice. She also discusses why she believes it’s important for clients to define who they are and what they want in order to achieve true financial independence. LISTEN NOW »

Chuck Olsen, and wealth advisor at CalmWater Financial Group (Norfolk, Nebraska), discusses his work surrounding employer-paid financial education for employees. He speaks to how CalmWater’s program is focused on solving for the financial literacy need he has witnessed throughout his tenure as an advisor. LISTEN NOW »

Joni Youngwirth, managing principal, practice management, discusses the evolution of retirement, the importance of being emotionally prepared to retire, and how she developed—and runs—Commonwealth’s mindful retirement programming. LISTEN NOW »

Trap Kloman, president and COO, talks about Commonwealth’s 40-year anniversary and the evolution of the financial advisory industry. He also unpacks what he feels is top of mind right now for financial advisors and how Commonwealth is evolving with the industry while emphasizing the human element. LISTEN NOW »

Vance Barse, financial advisor at Your Dedicated Fiduciary® (San Diego, California), discusses short-term market volatility, the yield curve inversion, and the effect of gig economies—like Airbnb and Vrbo—on retirement. He also explains what a consumer should consider when choosing a financial advisor. LISTEN NOW »

Jason Wheeler, founding partner and wealth advisor at Pathfinder Wealth Consulting (Wilmington, North Carolina), discusses succession planning and the importance of building out the next generation of financial advisors in order to scale your business. He also talks about why he thinks the opportunities the industry provides for giving back and making an impact are attractive to the next generation of financial advisors. LISTEN NOW »