In the News

Media Coverage

Read the latest features on Commonwealth movers and shakers influencing our industry and ways we're bringing ideas to life.

• Retirement Planning Survey 2024. Mat Powers, vice president, strategic retirement solutions, spoke about perceptions of wealth planning versus retirement planning and how plan advisors should prepare for these discussions with clients. Financial Advisor Magazine, 12/1/24

• Best of Barron’s Advisor Q&A: From AI’s Promise to Building a Successful Career. Commonwealth CEO Wayne Bloom shared his thoughts on AI’s short- and long-term impacts in the wealth management space, including the practical ways Commonwealth currently uses it. Barron’s, 11/27/24

• Commonwealth Adds $550M Syracuse Firm. As seen in Wealth Management, Diversified Capital Management was looking for a partner who prioritized clients, and the firm found that in Commonwealth. Wealth Management, 11/12/2024

• Wayne Bloom: How $296 Billion Commonwealth Navigates the Perils of Growth. In an in-depth Q&A, CEO Wayne Bloom discussed how Commonwealth continually embraces change and evolves over the years to provide advisors and clients with the best support. Barron’s, 11/08/2024

• What Will the Election Mean for Markets? Senior portfolio manager Chris Fasciano outlined what the 2024 election could mean for markets, including the correlation between economic confidence and party affiliation, short- and long-term impacts, and more. VettaFi Advisor Perspectives, 10/28/24

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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

• Waltham campus photography (download link)