Press and News
Stay in the loop on what's new and noteworthy with our latest stories and press releases.
In the News
Media Coverage
Read the latest features on Commonwealth movers and shakers influencing our industry and ways we're bringing ideas to life.
Commonwealth Continues Strong Recruiting, Looks for More in 2024. In an in-depth interview with ThinkAdvisor, Becca Hajjar, managing principal and chief business development officer, discusses our second year of record recruiting results and our ambitious 2024 goals. Read more to learn how we’ve prioritized our product offerings and advisor culture to maximize momentum. ThinkAdvisor, 02/14/2024
Wealth Managers Work to Deliver 'Seamless' Tech Experiences: Commonwealth Prez. [video] Trap Kloman, president and chief operating officer, shares why data management and creating indispensable experiences for advisors are top priorities among firms. FundFire, 02/06/2024
Fed won't cut rates the way the market expects. [video] CIO Brad McMillan joins Maria Bartiromo on Fox Business’s Mornings with Maria to discuss market earnings, the Fed’s first policy meeting of 2024, and his expectations for the fourth quarter. Fox Business, 01/25/2024
5 things to know before the stock market opens Tuesday. Brian Price, head of investment management, discusses the effects of the Dow Jones Industrial Average hitting an all-time high. CNBC, 01/23/2024
ESG Portfolios Must 'Reflect' Marketing: Commonwealth Prez. [video] Commonwealth president and chief operating officer Trap Kloman discusses environmental, social, and governance strategies in a recent interview. FundFire, 01/22/2024
Looking for insights on industry hot topics? Check out Commonwealth CIO Brad McMillan's blog.
Press Room
Latest Press Releases
Here's news that's worth spreading.
Tupelo Wealth Partners Joins Commonwealth to Boost Operational Efficiencies and Springboard Growth
Commonwealth Announces Second Year of Record Results with Newly Recruited Assets Exceeding $15.9 Billion
Commonwealth’s Virtual Paraplanning Program Expands Advisors’ Financial Planning Capabilities and Increases Client Support
Commonwealth Expands Model Portfolio Platform to Provide Advisors Greater Choice and Control
Members of the Media
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