The 4 Biggest Information Security Incidents of 2017

Posted by Sean Mackey

December 13, 2017 at 1:30 PM

As a trainer, one of my main goals is to make sure that Commonwealth’s home office staff and our network of financial advisors are aware of (though not paranoid about) information security threats.

And there certainly have been a lot of threats recently. As the year comes to a close, I’d like to take a look back on the biggest information security incidents of 2017 and show that for every bad thing that happened, an invaluable lesson was learned. The bad guys are getting smarter, but so are the good guys.

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Topics: Information Security

Happy Hanukkah from Commonwealth!

Posted by Commonwealth Financial Network

December 12, 2017 at 10:00 AM

Commonwealth sends you our best wishes for a wonderful holiday season. Happy Hanukkah!

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Boost the Profitability of Your Retirement Plan Business

Posted by Dan Collins

December 6, 2017 at 1:30 PM

When I was a kid, I transformed my basement into a haunted house and charged the neighborhood kids a 50-cent entrance fee. The goal? To earn enough to buy a new street hockey stick. It was fantastic—complete with scary costumes and decorations and “Monster Mash” playing in the background. But it wasn’t profitable. I earned a measly $1.50. Where did I go wrong? I poured most of my resources into the aesthetics without giving much thought to critical factors like my time and effort and finding customers.

Like my younger self, you may be missing opportunities to boost the profitability of your retirement plan business. Here’s how to identify some of the barriers to your success—and how to overcome them.

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Topics: Retirement Consulting

Leverage a TPA to Improve Your Retirement Plan Business

Posted by John Peters, CFP, AIF, PPC

December 5, 2017 at 10:00 AM

The retirement plan industry has seen a torrent of regulatory changes, shifts in business owner and plan sponsor expectations, an ever-increasing reliance on technology, and a race to the bottom on fees. Every financial advisor trying to make inroads in this space could use support, and if you’re not looking to your third-party administrator (TPA) relationships for that support, I think you’re overlooking a critical strategy to improve your retirement plan business.

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Topics: Retirement Consulting

Do You Need a Consultant or a Coach?

Posted by Maria Considine King

November 29, 2017 at 1:30 PM

There are times in life when we could all use a little extra help to reach our goals. Let’s take a common struggle for many: weight loss. Who doesn’t have those 5 or 10 pesky pounds that simply won’t go away? Barring medical issues, however, it is often hard to shed the weight—no matter how hard we try. For many, turning to a weight-loss coach or consultant is the right solution.

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Topics: Practice Management

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