2025 Midyear Outlook: Big Expectations and Big Uncertainty for Equities

2025 has been a roller coaster of a year for equities. What should investors expect in the second half? Rob Swanke, senior investment research analyst, takes a closer look in the Midyear Outlook.

2025 Midyear Outlook: Where the Economy and Markets Go From Here

Where will the economy and markets go in the second half of the year? Chris Fasciano, chief market strategist, takes a look ahead in the 2025 Midyear Outlook.

How Advisors Can Use AI to Enhance the Client Experience

Using AI in your practice can help you enhance the client experience and improve productivity. See what AI-powered tools advisors are using and what steps you can take to implement it today.

Direct Indexing: Personalized, Tax-Efficient Portfolios at Scale

See how a direct indexing solution allows financial advisors to deliver customized, tax-efficient portfolios and a better client experience while building scale in their firm.

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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