Press and News
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In the News
Media Coverage
Commonwealth CIO, Brad McMillan.
Read the latest features on Commonwealth movers and shakers influencing our industry and ways we're bringing ideas to life.
Commonwealth Is Latest Firm to Tap Wealth.com for Estate Planning. Director of high net worth Heather Zack explains the enhanced estate planning benefits advisors get from Commonwealth’s newest strategic partnership with Wealth.com. ThinkAdvisor, 6/03/2025.
Are the Bond Vigilantes Ready to Ride Again? Chief market strategist Chris Fasciano shares his thoughts on the potential resurgence of investor vigilantes amid rising U.S. deficits and debt levels. Advisorpedia, 5/29/2025
LPL CEO: Commonwealth Will Level-Up Our Service for FAs. LPL CEO Rich Steinmeier details how Commonwealth’s exceptional high-touch service will enhance LPL’s existing service. Financial Advisor IQ, 5/29/2025.
How to Become an MVP for HNW Clients. In her latest article for ThinkAdvisor, Heather Zack, director of high net worth, discusses how to best succeed when working with high-net-worth clients, outlining the importance of taking an all-encompassing approach and working with many different experts. ThinkAdvisor, 5/28/2025.
How Advisors Can Use Direct Indexing to Help Clients Stockpile Tax Losses When They Sell a Home or Business. SVP and head of advisory solutions Pete Essele explores how investors can enhance after-tax returns by utilizing direct indexing strategies. Barron’s, 5/20/2025.
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.
Patrick Funke & Associates Chooses Commonwealth for Operational Ease and Efficiency
Commonwealth Financial Network Partners with Messina College, Creating Career Paths for First-Generation College Students
Members of the Media
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