Commonwealth Independent Advisor

Planning for Special Needs Trusts: 3 Key Questions

Actively Seeking Tax Alpha

Do Your Clients Need an Insurance Policy Review?

The Long View: How to Help Plan Sponsors and Participants Stay on Course

Positive Lessons Learned from the Pandemic

Using Video Marketing to Deepen Client Relationships

Help Your Clients Become Intelligent Investors

Putting Holistic Financial Planning into Practice

Tax-Efficient Timing for Wealth Transfer Strategies

3 Strategies for Approaching Referrals in  Challenging Times

Commonwealth Book Club: Inspirational Female Authors Edition

4 Reasons Wirehouse Advisors Should Be Making the Move to Independence

What Reg BI Means for Financial Advisors

5 Strategies for Networking in a Virtual World

5 Best Practices for Communicating with Clients in Changing Times

How to Solve the Business Continuity Problem

Half Full or Half Empty: How Positive Emotions Help You Thrive

Pandemic Shines Spotlight on Importance of Estate Planning

Finding a Work-Life Balance in a Strange New World

Watch Out for These Coronavirus Scams

A Security Checkup for Your Home Work Environment

Saving for Retirement or a College Education: What’s More Important?

This Is Your Time

When Should You Rebalance Client Portfolios?

What the CARES Act Means for Small Business Owners

What Does Cyber Liability Insurance Cover?

What Should Clients Read to Learn About Financial Literacy?

Zoom, Zoom: Videoconferencing Best Practices

Avoiding Advisor Burnout: Tips for Stress Management

How to Grow Your Advisory Practice: Joining Forces

Building Economies of Scale in Your Financial Advisory Firm

Health Care Update: Expanded Medicare Advantage Benefits

Can You Answer These Unusual IRA Questions?

The Dating Game: Seeking the Optimal Continuity Partner

Millennial Clients and Sustainable Investing

Is SEM Right for Your Firm?

Meeting Your Fiduciary Duty: Focus on Advisory Account Documentation

Managing Client Expectations: How to Answer 3 Common Questions

Valuing an Advisory Practice: Fundamentals to Consider

Finding the Right Acquisition Partner for Your Financial Services Firm

6 Bankruptcy Basics Financial Advisors Should Know [SlideShare]

What Your Clients Need to Know About Debt Management

NQDC Plans: Are the Advantages Worth the Risks?

Rx for Risk: Protecting Client Portfolios

Better Your Brand: A New Year’s Resolution

12 Memorable Moments of Giving Back at Commonwealth

16 Work and Life Hacks We Love

The Science of Success: Why Positive Thinking Matters

How to Add Value with Strategic Charitable Planning

5 New Year's Resolutions for Financial Advisors

Are You Suffering from Compassion Fatigue?

How Can Advisors Retain More Clients? The Answer Might Surprise You

From Our Family to Yours

3 Rebalancing Strategies for Reducing Risk

Common Questions and Answers About QCDs

Getting to Know Women Investors

Research Says: Elevating the Client Experience Pays Off

Transform Your Firm with a Successful Advisor Partnership

What Makes a Best Place to Work? The Winners Weigh In

5 Challenges Women Face When Planning for Retirement

How to Talk About Disability Insurance with Your Female Clients

Financial Guidance for Recent Widows

Guiding Women Through Financial Change After a Divorce

The Brain on Bias: Guiding Clients in Financial Decision-Making

Driving Growth with Intentional Prospecting

What’s the Truth About Cultivating Workplace Culture?

Building a True Meritocracy: The Importance of Diversity and Inclusion

What It Means to Be an Effective Team

Crafting Your Brand Story in 7 Simple Steps

Retirement Plan Re-Enrollment: A Fresh Start for 401(k) Participants

Getting a Head Start on Retirement: The Minor-Owned Roth IRA

In the Maine Wilderness: What I Learned About Managing Business Risk

5 Features of an Ensemble Practice

Are Your Clients Liable for Spousal Debt?

When Students Go Off to College: Financial Planning for Empty Nesters

Tweet About It: Building Your Brand Through Twitter

Be the Change: Adopting Agile Marketing Principles at Your Firm

The Value of Benchmarking a Retirement Plan

The Benefits of Managed 401(k) Accounts: Are They Real?

Don’t Be Bossy: How to Effectively Coach Your Employees

Rethinking Practice Management Fundamentals for Advisors

Insurance Planning: The Business of Protecting Families

One Bite at a Time: Longevity Planning for the Sandwich Generation

Prospecting for High-Net-Worth Clients

Identifying Investment Opportunities: How the Experts Do It

Managing Risk in Your Client Relationships

10 Best Practices for Developing a Human Resources Strategy

10 Long-Term Care Questions to Ask Your Clients

5 Steps for Successful Family Wealth Planning

How to Help Your Clients Who Are Overspending in Retirement

Managing Your Clients’ Risk Perception

What You Need to Know About Retirement Plan Auto Features

6 Retirement Questions Financial Advisors Should Prepare For (And Every Client Should Ask)

Vetting Your Vendors: A Guide to Performing Due Diligence

8 Tips for Developing a Security Awareness Program

Going Roth: Strategies to Maximize Savings for 401(k) Clients

Outside the Box: Alternative Retirement Savings Options

Ready to Grow Your Advisory Business? Try These Actionable Ideas

Recruit the Right Advisor for Your Firm in 5 Steps

Telling Your Story: How to Write a Professional Biography

CMO Insights: When to Hire Third-Party Marketing Support

A Spotlight on State Estate Taxes: Strategies to Avoid Exposure

Does Your Client Still Need an ILIT?

What Type of Fiduciary Service Provider Are You?

The SECURE Act: What It Means for Retirement Plan Advisors

A Plan for Success(ion): 7 Steps to Transitioning Your Firm

A Reminder to Communicate with Clients in Volatile Times

App Review: How to Improve Your Content Game with Infographics

7 Tips for Creating an E-Newsletter Your Clients Want to Read

Are Your Clients Eligible for Student Loan Forgiveness?

No Place Like Home: Helping Millennial Homebuyers

Capturing Retirement Plan Rollovers: A Reminder to Be Diligent

Should You Hire a Chief Compliance Officer?

Understanding the Capital Gains Tax: A Case Study

The Golden Age of Prospecting: Use Digital Media to Reach New Clients

Achieving Growth with “C” Clients: Tips from Successful Next-Gen Advisors

Hiring Next-Gen Advisors—It’s All in Your Mind-Set

Health Insurance for Younger Clients: A Next-Gen Connection Opportunity

Tech Savvy Vs. Security Savvy: Awareness Training for All Generations

Changing Your Client's Irrevocable Trust: What Are the Options?

An Estate Planning Checklist for Advisors

Estate Planning with Intentionally Defective Grantor Trusts

Should Some Clients Self-Insure for Long-Term Care?

8 Potential Risks in Your Financial Advisory Practice

Fighting Elder Financial Abuse—the Crime of the 21st Century

The Retirement Plan Advisor’s Guide to Offering Model Portfolio Services

Are 72(t) Plans Too Good to Be True? (For Most of Your Clients, Yes)

Scaling Back: 4 Steps for Transitioning Clients as You Near Retirement

A Language of Retirement: Helping Clients Live Their Best Post-Career Life

In the Now: Leveraging Technology to Enhance the Client Experience

The Art of Engaging Clients: Do More with Less

Data Breaches: A Guide to Reducing Impact

Last Will and Testament: The Key to a Comprehensive Estate Plan

Charitable Giving Solutions: A Guide to Differentiating Your Value

Keeping Up with Impact Investing Strategies in a Growing SRI Universe

Capturing Money in Motion: An Ever-Changing Opportunity for Growth

A Medicare Do-Over? It Might Be Available to Some of Your Clients—But Act Fast

The College Planning Value-Add: Mastering Financial Aid Eligibility

Why Giving Back to Your Community Matters—for You and Your Business

Top Marketing Trends for 2019 for Financial Advisors

Want to Add More Client Assets? Just Ask!

Why We Spend Money We Should Be Saving—and How to Resist the Impulse

Becoming Your Clients’ Best Social Security Planning Resource

Helping Clients Make the Connection Between Income and Medicare Premiums

How Good Are TDFs at Managing Retirement Savings Risks?

Confessions from a Password Manager Convert

Wishing You Joy This Holiday Season

Lessons Learned from 2018’s Biggest Information Security Stories

Managing Retirement Assets for Longevity with the Bucket Strategy

4 Steps to Guide Your Clients into Retirement

Conducting a POA Checkup: The Advisor’s Role

Pushing 100: Tips for Addressing Longevity Risk with Clients

Measure Your Business Success with 3 Crucial KPIs

The Business Planning Process: Tips for Elevating Your Advisory Firm

A Time to Give Thanks

Using E-Mail Marketing Campaigns to Your Advantage

Make It Meaningful: The Dos and Don’ts of Giving Gifts to Clients

The Business Continuity Plan—Are You Ready?

Don’t Wait! 5 Essential Website Updates to Make Before Year-End

Offering Freedom of Choice: The Value of Hybrid Advice

Jargon Check: 6 Words Advisors Should Avoid Using with Clients

Managing Your Clients’ Tax Liability? Focus on 4 TCJA Changes

Are You Reviewing the Pros and Cons to the POA Decision with Clients?

“Handle” with Care: How and When to Change Your Twitter Username

The Importance of Defining Your Target Market

The Yearly Must-Do: Review Clients’ Retirement Accounts

A Guide to Identifying Emerging Risks and Taking Action

Implementing an ESG Investment Strategy in the Qualified Plan Space

Picture This! A Better Way to Connect with 401(k) Participants

5 Strategies to Maximize Employee Engagement—and Retention

Scaling the Truly Exceptional Client Experience

Know Your Clients: Data-Gathering Techniques for Financial Advisors

Displaying Your Computer Screen on Your TV

How to Know When to Hire a New Employee

5 Tips to Elevate Your HR Strategy

Pooled Income Versus Donor-Advised Funds

How to Talk About Philanthropy with Your Clients

Analyzing Prospective Client Portfolios in 4 Steps

5 Steps to Navigating the Fee Conversation with Clients

Model Portfolios for Investment Management: The Key to Efficiency?

3 Tips for Managing Cash in a Rising Rate Environment

Harness the Power of Intentional Storytelling to Strengthen Your Brand

A Guide to Teaching Financial Literacy to Your Clients’ Children

How to Choose a Cyber Liability Insurance Policy

Breaking It Down: Cyber Liability Insurance and Common Misconceptions

Assembling Your Shield: A Risk-Based Approach to Information Security

Best Practices for Cleaning Up the Asset Manager Clutter

Is Forming a Business Partnership Right for Your Firm?

The Secret to Time Management: Understanding What Motivates You

Finding the Right Retirement Plan Recordkeeper for Your Client

Should You Partner with a 3(38) Fiduciary Service Provider?

The ABLE Account Under the Tax Cuts and Jobs Act

Benefit or Backfire: Navigating the Irrevocable Medicaid Trust

How Cryptocurrencies Affect Cybercrime—and What It Means for You

Which Clients Should (and Shouldn’t) Convert Assets to a Roth IRA?

Changes to Pass-Through Business Taxation Under the Tax Cuts and Jobs Act

Estate and Tax Planning Opportunities Under the Tax Cuts and Jobs Act

The HSA—A Powerful Retirement Savings Option

How to Ask Clients for Feedback—and Act on It

Evaluating the Tax Considerations in Buy-Sell Agreements

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