An incoming Commonwealth team cited the unique needs of an ensemble practice, succession-planning and the option to be a hybrid RIA someday. #growthstrategy #RIAs bit.ly/4ciJKSY

Success is one thing. Feeling great about how you got there is another. 😍 Are you curious about how we support an advisor community that consistently reports high satisfaction? Contact us. commonwealth.com/contact-us #commonwealth #jdpower #financialadvisor J.D. Power

There’s nothing wrong with needing support. If you’re too in the weeds with money management, it could be time to delegate. PPS Select and Commonwealth’s range of holistic investment solutions are expertly designed to support overextended advisors, from due diligence to

Where are all your high-net-worth clients? If you’re still looking for them, Kristine McManus, chief advisor growth officer, offers three tips in her recent @InvestmentNews article on how to tailor your outreach. Read it here: investmentnews.com/practice-manag… #commonwealth #highnetworth

Your brand is more than a logo—it’s the DNA of your financial advisory firm. 🧬 Learn how to express your unique traits to capture the hearts, minds, and business of your target audience in our latest Insights article. commonwealth.com/insights/craft… #commonwealth #businessbranding

Concerned about how market volatility affects long-term investment success? Chris Fasciano, senior portfolio manager at Commonwealth, shared his thoughts with MoneyGeek. Read the full article here: bit.ly/3SWQkYv #commonwealth #financialadvisor

Work besties unite at Commonwealth! What a joy to hear that most of our colleagues love working together. It makes a big difference in what we’re able to achieve. And yes, the snacks help, too. 😉 Whether you’re an advisor or employee, what’s your favorite part of being here?

It wasn’t until Kali Gurska, security awareness lead, felt she’d plateaued in her retail management career that she considered pivoting to IT. It would be a big change, but she felt up for the challenge. @YearUp, a job training program, helped set Kali on a promising new path

And the #1 ranking for average advisor payout goes to . . . 🥁 IT GOES TO US, y’all! We’re delighted to land in this top spot once again among IBDs and proud of our commitment to advisor success and satisfaction. See the full Financial Planning rankings here. *2024 IBD Elite

Hats off 🎩 to Commonwealth-affiliated advisor Ruth Matt, CFP®, who was recognized by @FSIWashington for her work advocating on behalf of everyday investors who need access to affordable financial advice to help achieve their goals. *2024 FSI Advocacy Circle of Excellence

Are your clients chasing fads or refusing to let go of an underperforming asset? Discover how you can counteract behavioral biases and keep your clients’ financial plans on track in our latest Insights article. bit.ly/3yTBAD2 #commonwealth #behavioralfinance

Congratulations to Commonwealth, winner of the BROKER/DEALERS: Service category of the 2024 Wealth Management Industry Awards! #Wealthies

Estate planning can bring up all kinds of emotions. As an advisor, are you prepared to facilitate productive, practical, and compassionate conversations with clients? It’s a big responsibility—so don’t take it on without preparing yourself for success. Read about common missteps

Commonwealth’s Virtual Paraplanning Program (VPP) saves advisors time, expands their capacity, AND ... wins awards! We get to say that after it won the 2024 WealthManagement.com Industry Award in the Broker/Dealers Service category. Introduced one year ago, VPP pairs

Adding to our Private Client Group program, Commonwealth announces an advisor education and consulting partnership with Legacy Capitals focused on supporting advisors with all aspects of high-net-worth client relationships. Read the press release for more details.

It’s twice as nice to find out we’re a finalist in two categories for this year’s ThinkAdvisor Luminaries Awards. Check this out: In the Thought Leadership & Education category, we’re being recognized for our Talent Exchange Initiative, which connects advisors to skilled

Attention #FPAannual attendees! Between sessions at the financial planning event of the year, make our booth your pit stop. 🏁 Discover how Commonwealth’s curated business solutions and dedicated support can help you optimize client financial plans, boost efficiency, and drive

Wondering about the state of the market as the Federal Reserve gears up for an interest rate cut? Brad McMillan, CIO at Commonwealth, joined @yahoofinance to discuss. Watch here. finance.yahoo.com/video/2-reason… #commonwealth #financialadvisor

“For many HNW families, the leading advisory challenge is navigating complex family dynamics, protecting wealth, and passing both values and wealth down through multiple generations,” said Karen McColl, senior vice president of wealth management. Read more on our partnership with