How can advisors show up for clients amid uncertain market conditions? According to Kristine McManus, CRPC®, chief advisor growth officer, it starts with asking simple, meaningful questions. Read her recent @investmentnews article for insight into the importance of reaching out,

AI can bring creativity to your client communications and time savings to your workday. Not sure where to start? Sarah Howes, vice president, advisor marketing, lays out a beginner-friendly guide to AI for advisors in her recent article for the @FPAJournal. Read the full article.

After years of building their business by word of mouth, Patrick Funke & Associates has joined Commonwealth to unlock more time for clients and embark on the next phase of strategic growth. The husband-and-wife team was looking for an attentive, responsive RIA that can deliver

Thomas Bartholomew, AIF®, of Bartholomew & Company has once again been named one of @Barron’s 2025 Top 100 Financial Advisors! Tom continually raises the bar for advisors through his successful business, dedication to client service, and commitment to his community—where he

Angelo Planning Group of Rochester, NY, has joined Commonwealth, bringing with them a multigenerational team of 16 advisors and tenfold growth over the past 15 years. With $1.5 billion in client assets, APG is one of Commonwealth’s largest new affiliates to date—and they’re now

“Our most successful client relationships are about far more than just the portfolio. They’re about legacy, stewardship, and impact.” Karen McColl, SVP of Wealth Management, discusses the importance of shifting the focus toward holistic, outcomes-based planning as advisors evolve.

Want to score big with HNW clients? In a recent article for @ThinkAdvisor, Heather Zack, director, high net worth, explains how broad knowledge, strategic resources, and the ability to pivot can help you overcome challenges and anticipate clients’ needs.

We’ve always valued advisor feedback—and as our next chapter with @LPL unfolds, we’re hearing what matters most. 🧭 For Janel Cross, AIF®, Align Wealth Strategies, with the strong, supportive Commonwealth community intact, and access to advanced tech—it’s a win-win. Message

RT @WeAreWealth: 🎉 Big news! We're excited to announce our strategic partnership with @CommonwealthFN, bringing s e….

Way to shine! Integrated Equity Management and @picklerwealth have been named “5-Star Wealth Management Teams for 2025” by @InvestmentNews for exemplary growth, innovation, and client service. We proudly celebrate these Commonwealth firms for their dedication and success!

After 23 years in the business, @iessling, CFP®, Innovative Financial Solutions, remains focused on growth. From day one out of college, he’s built his career on staying curious and never getting complacent. These days, that means sharpening how he listens and fine-tuning how he

Commonwealth is partnering with @zocksio to provide an AI platform tailored to its elevated advisor experience and optimize time spent with clients. Zocks automates meeting prep, transcribes conversations, fills out forms, and provides customized compliance controls for peace of.

“The ups and downs of a market can rattle confidence,” said Commonwealth VP of advanced planning Justin Duft. “The key is having a strategy that can adapt to uncertainty without derailing long-term goals.” Read the full @FAMagazine article for expert advice in times of economic.

From collaborating with offices on their core tasks to guiding them on improving operational efficiencies, our Service Center is all about delivering high-quality advisor support. In this exclusive Q&A, you’ll get to know more about how the team’s attentiveness and eagerness to

Direct indexing has the potential to deliver meaningful tax advantages, especially when it’s personalized. Peter Essele, CFA®, CFP®, CAIA, SVP, head of advisory solutions, shares his perspective in @barronsadvisor on how advisors can expand their offerings beyond investment

Over the past 20 years, Summit Wealth Advisors has chosen Commonwealth many times over. The firm has done its due diligence, evaluating other partnerships opportunities—and we’re all for it. Now, weighing their options once again, Summit Wealth and President Ed Grogan, CFP®,

Commonwealth’s chief market strategist, Chris Fasciano, joined @NYSE TV Live this week to share his thoughts on the market rally, the potential impacts of the Moody’s downgrade, and the best way to navigate headwinds now and in the future. #commonwealth.

When markets start to dip and your clients are panicking, what do you do? In her latest @investmentnews article, Kristine McManus, CRPS®, chief advisor growth officer, explains the why behind client reactions and offers tips on how to keep them grounded:

In this month’s Market Observatory, Chris Fasciano and Sam Millette talk the hot topics of the day: tariffs and trade policy, the Fed’s take, and the recent market rally. Listen in for their insightful analysis and their thoughts on the road ahead.