Commonwealth Financial Network Blog

As we announced last week , effective today, we have retired the Commonwealth Independent Advisor blog. You’ll continue to find all of our thought leadership and practical guidance over on ...

https://blog.commonwealth.com/weve-moved

Thanksgiving has always been my favorite holiday, and it kicks off what, for me, is a very special time of year. The holidays are likely to look and feel a lot different this year, which mean...

https://blog.commonwealth.com/gratitude-and-goodness-a-virtuous-cycle

Today is GivingTuesday , a worldwide event dedicated to celebrating the spirit of generosity and unleashing the power of philanthropy. To honor this cause, I’d like to discuss how you can m...

https://blog.commonwealth.com/establishing-philanthropy-as-a-cornerstone-of-your-practice

As you may know, Commonwealth launched our new public-facing website in September. One of the advantages of the new platform is that it allows us to consolidate the content we’ve historica...

https://blog.commonwealth.com/mark-your-calendars-and-update-your-bookmarks-were-moving-december-4-2020

Financial advisors rely on their relationship with their broker/dealer for a variety of functions, from back-office support to practice management, but there’s a difference between broker/d...

https://blog.commonwealth.com/how-to-choose-the-best-broker/dealer-for-you

Over the past few months, we’ve all had to learn new ways of doing the same tasks we’ve been doing for years. A once familiar road suddenly became uncharted territory. In my case, as a tr...

https://blog.commonwealth.com/keeping-everyone-engaged-tips-for-virtual-training

Veterans Day is a time to honor the service of U.S. military veterans. For many, this means giving thanks to a friend, family member, or coworker. And, just like you, we have many in our Comm...

https://blog.commonwealth.com/happy-veterans-day-a-celebration-of-service

Is the grass greener in the independent channel? If you’re a wirehouse advisor today, it’s something you may find yourself wondering about more and more.

https://blog.commonwealth.com/5-signs-it-may-be-time-to-break-away-from-the-wirehouse

When opportunities beckon, we often find ourselves faced with difficult choices. If you’re thinking about becoming an independent advisor, you’re dealing with one of the biggest planning ...

https://blog.commonwealth.com/breaking-away-from-the-wirehouse-pros-and-cons

When thinking about leaving a wirehouse, the change in compensation will likely be a major factor in the decision. But you may be wondering if increased payouts will offset the added costs. C...

https://blog.commonwealth.com/evaluating-the-cost-of-doing-business-wirehouse-vs-independence-infographic