Market Thoughts for March 2025 [Video]

February was a tough month for markets, but will March be more of the same? Commonwealth CIO Brad McMillan discusses this and more in his latest Market Thoughts video.

Running an Independent Financial Advisory Practice with Confidence

Learn how to thrive while running an independent financial advisory practice. Get tips on compliance, operations, marketing, and achieving a balance between independence and scalable growth.

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Learn how to thrive while running an independent financial advisory practice. Get tips on compliance, operations, marketing, and achieving a balance between independence and scalable growth.

Leaving the Wirehouse: Your Guide to Going Independent as a Financial Advisor

Thinking about leaving the wirehouse? From choosing a business structure to charting the course ahead, our guide to going independent provides everything you need to know to achieve the future you've always envisioned.

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Discussing Strategies for Maximizing Retirement Income

Retirement discussions with clients should not only cover saving and envisioning life after work but also the risk of outliving their savings. Discover how to prepare them for a secure retirement with these tailored strategies and resources.

Scaling for Enterprise Growth with Client Segmentation

Does it feel like you and your staff are at capacity? Segmenting clients and mapping out services to deliver to each tier can help you redirect your energy toward the right people and activities—and create enterprise growth.

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Year-End Financial Planning: 10 Topics to Discuss with Clients

Ready to make your year-end financial planning discussions with clients as productive as possible? Get started by focusing on these 10 key areas.

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Developing Information Security Awareness at Your Advisory Firm

Have you established an effective security awareness program at your firm? To get started, use these helpful guidelines to safeguard your firm's information and educate staff members on common scams.

From Instinct to Insight: Helping Clients Overcome Behavioral Biases

How can you empower clients to make better financial decisions? Read this article for tips on helping them overcome behavioral biases that cloud their judgment.