What We Offer Why Commonwealth Our Insights Let's Connect Press and News Stay in the loop on what's new and noteworthy with our latest stories and press releases. Our Insights The Independent Advisor The Independent Market Observer Press and News Media Coverage Press Releases In the News Media Coverage Commonwealth CIO, Brad McMillan. Read the latest features on Commonwealth movers and shakers influencing our industry and ways we're bringing ideas to life. Ready to quit the wirehouse? Factor in these 3 challenges. Are you thinking about breaking away from your wirehouse? Unsure where to start? Nancy DiBattista, senior vice president, transition and field development operations, says planning and preparation are critical. Learn what to do, so you're ready when the time comes to start the business you've always dreamed of. Financial Planning, 09/23/21 6 Steps to Maximize Client Retention When Making a Career Move. Breakaway advisors don’t have to choose between independence and client retention. Nancy DiBattista, senior vice president, transition and field development operations, outlines how advisors can leave the wirehouse without leaving their clients behind. Barron's, 09/21/21 Breaking Away? Expect the Unexpected. There's more to breaking away from the wirehouse than paperwork. It's an emotional journey, too. David Israel, vice president, field outreach, tells advisors how to prepare for this major career change. Financial Advisor, 09/21/21 Commonwealth Snags Former Dynasty CCO to Lead RIA Compliance. In an interview, Paul Tolley, managing principal, compliance, discussed the recent hire of Alex Hansen, senior vice president, RIA compliance, sharing: “With the continuation of our advisors' move to fee-only—whether that's through our corporate RIA or RIA-only—it's important that we ensure we've got the infrastructure, the leadership, and support that provides those advisors with the compliance consulting services they need.” WealthManagement.com, 09/21/21 ESG Viewed as a Huge Opportunity for Advisors. Karen DiStasio, vice president, retirement consulting services, discusses Commonwealth's environmental, social, and governance (ESG) efforts and how we've recently incorporated ESG analysis into our wealth management programs. National Association of Plan Advisors, 09/15/21 View More Looking for insights on industry hot topics? Check out Commonwealth CIO Brad McMillan's blog. Read Brad's Blog Press Room Latest Press Releases Here's news that's worth spreading. Commonwealth Hosts 2021 National Conference for Financial Advisors 11/16/2021 Commonwealth Wins Two WealthManagement.com Industry Awards 09/23/2021 Commonwealth Boosts RIA Services with Dedicated Compliance Officer 09/21/2021 Virginia Firm, 7 Grains Planning & Investments, Heads for Commonwealth 09/14/2021 View More Members of the Media Connect with our public relations team at PR@commonwealth.com to request a media kit with corporate logos, approved images, and more. You can find additional information below: Executive biographies of our senior leadership team Commonwealth's history Fast facts Hi, I'm Jacquelyn, Director of Corporate Communications at Commonwealth. Did something here pique your interest? I'd love to tell you more. Email Me 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.