What We Offer Why Commonwealth Our Insights Let's Connect Featured Insight 10 Year-End Financial Planning Topics to Discuss with Clients The fourth quarter signals it’s time to get a jump on year-end financial planning discussions. This checklist touches on the major issues to help make your conversations with clients as productive as possible and reinforce the value you deliver. Anna Hays, JD, LLM 10.13.21 in Wealth Planning & Investing Business Insights for Independent Financial Advisors Read up on topics ranging from practice management and marketing, to financial and estate planning, to information security, and more. Culture & Community Pay It Forward with These 12 Giving Tuesday Ideas Looking for ways to pay it forward this Giving Tuesday? We've got some ideas to help you give back. Commonwealth Staff 11.24.21 Compliance & Regulation Is Something Amiss? Protecting Your Senior Clients A client request seems suspicious. Now what? Learn how to help protect your senior clients from elder abuse. Dan Lautenschlager 11.17.21 Wealth Planning & Investing Retirement Planning for Veterans and Military Clients Former and current service members have some complex choices to make in order to manage and optimize their retirement benefits. Understanding the ins and outs of their plan options is key to helping guide them toward financial security in military retirement. Anna Hays, JD, LLM 11.10.21 Browse by Topic Compliance & RegulationCulture & CommunityCybersecurity & Enterprise RiskFintech & IT SolutionsMarket & Economic PerspectivesMarketing & Practice ManagementThe Fee-Only AdvisorThe Retirement Plan AdvisorWealth Planning & Investing Subscribe to our blog for thought leadership and guidance for financial advisors. First Name:* Last Name:* Email* How frequently would you like to be notified about new posts?* Daily Weekly Monthly Featured Topics ←→ Fintech & IT Solutions The Fee-Only Advisor Wealth Planning & Investing Marketing & Practice Management Page 1 of 27 ← → Market & Economic Perspectives Fixed Income Investment Strategies: 4 Ways to Mitigate Inflation Risk Are your clients worried about how rising prices could affect their bond portfolios? Consider talking to them about these four ways to mitigate the risks. Sam Millette 11.03.21 Cybersecurity & Enterprise Risk DOL Guidance for Retirement Plan Cybersecurity How can your retirement plan clients protect their assets and participant data from cyber threats? The DOL recommends a three-pronged approach. Jeff Gillette, CPFA® 10.27.21 Marketing & Practice Management Valiant Women of Commonwealth: For Staff Member Turned Advisor Joleen Yelton, Dreaming Big Pays Off Joleen Yelton, principal and advisor of Sparks Financial Services, discusses her journey from staff member to business owner, and emphasizes the importance of having a strong mentor to provide guidance along the way. Commonwealth Staff 10.20.21 Cybersecurity & Enterprise Risk Cyber Liability Insurance 101 How do you evaluate the kind of cyber liability insurance you need and the costs involved? As with many insurance questions, a logical place to start is with limits and deductibles. Christopher Roach 10.06.21 Culture & Community 5 Strategies to Advance Diversity, Equity, and Inclusion in the Workplace Cultivating a diverse and inclusive organization is critical for firms looking to be innovative and transformative. But where do you start? It’s a journey, not a destination, and even incremental steps, made with intention, can go a long way toward meaningful progress. Scarlett Abraham Clarke 10.01.21 Market & Economic Perspectives Headline Risk Vs. Real Risk What makes a headline risk a real one? This framework could help keep our panic in check. Brad McMillan, CFA®, CAIA, MAI 09.29.21 Page 1 of 27 ← → Browse by Topic Compliance & RegulationCulture & CommunityCybersecurity & Enterprise RiskFintech & IT SolutionsMarket & Economic PerspectivesMarketing & Practice ManagementThe Fee-Only AdvisorThe Retirement Plan AdvisorWealth Planning & Investing Enjoy thought leadership from some of the most respected, seasoned professionals in the industry. Subscribe Now About Us Our Insights Careers Member Login For Clients Press and News Contact Us Accessibility Policy Waltham 29 Sawyer Road, Waltham, MA 02453-3483 Toll-Free 800.237.0081 Phone 781.736.0700 Fax 781.736.0793 San Diego 110 West A Street, Suite 1800, San Diego, CA 92101-3706 Toll-Free 877.347.1982 Phone 619.471.9700 Fax 619.471.9701 Information about securities-registered professionals may be found at FINRA BROKERCHECK. Form CRS | Disclosure | Privacy Policy ©2020 Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. All rights reserved. We use cookies to help give you the best experience on our site. If you're okay with that, keep browsing. Read our cookie policy here.