Commonwealth Independent Advisor

Commonwealth Financial Network

Founded in 1979, Commonwealth Financial Network®, member FINRA/SIPC, is the nation's largest privately held Registered Investment Adviser–independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports more than 1,778 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

We’ve Moved!

Mark Your Calendars and Update Your Bookmarks: We’re Moving December 4, 2020

How to Choose the Best Broker/Dealer for You

Evaluating the Cost of Doing Business: Wirehouse Vs. Independence [Infographic]

Breaking Away from the Wirehouse: Pros and Cons

We’ve Moved!

Posted by Commonwealth Financial Network

December 4, 2020 at 1:34 PM

As we announced last week, effective today, we have retired the Commonwealth Independent Advisor blog. You’ll continue to find all of our thought leadership and practical guidance over on Insights, https://www.commonwealth.com/insights.

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Topics: Marketing

Mark Your Calendars and Update Your Bookmarks: We’re Moving December 4, 2020

Posted by Commonwealth Financial Network

November 27, 2020 at 9:00 AM

As you may know, Commonwealth launched our new public-facing website in September. One of the advantages of the new platform is that it allows us to consolidate the content we’ve historically shared on the Commonwealth Independent Advisor blog in a new section called Our Insights.

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Topics: Marketing

How to Choose the Best Broker/Dealer for You

Posted by Commonwealth Financial Network

November 20, 2020 at 8:09 AM

Financial advisors rely on their relationship with their broker/dealer for a variety of functions, from back-office support to practice management, but there’s a difference between broker/dealers that provide a service and those that allow you to elevate your practice and grow your business. If you’re considering switching firms—and especially if you’re making a move from the wirehouse to the world of independence—choosing the best broker/dealer means looking beyond a big name, shiny sign-on bonus, and slick marketing to consider the importance of fit.

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Topics: Practice Management

Evaluating the Cost of Doing Business: Wirehouse Vs. Independence [Infographic]

Posted by Commonwealth Financial Network

November 10, 2020 at 3:00 PM

When thinking about leaving a wirehouse, the change in compensation will likely be a major factor in the decision. But you may be wondering if increased payouts will offset the added costs. Check out these comparisons to help you evaluate whether independence is the right choice for you.

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Topics: Practice Management

Breaking Away from the Wirehouse: Pros and Cons

Posted by Commonwealth Financial Network

November 10, 2020 at 3:00 PM

When opportunities beckon, we often find ourselves faced with difficult choices. If you’re thinking about becoming an independent advisor, you’re dealing with one of the biggest planning decisions you’ll ever make for yourself. Although weighing the pros and cons may seem overwhelming, answering one question could be the key: do you want to be a business owner?

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Topics: Practice Management

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