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.

• What Does the Latest Fed Rate Cut Mean for Markets? Chris Fasciano, chief market strategist, and Joe Dunn, investment research analyst, unpacked navigating inflation, employment risks, and fundamentals amid market volatility in a recent Advisorpedia article. Advisorpedia, 12/26/24

• How One RIA Unlocked Growth by Outsourcing Investment Management. In a Q&A article, Michael Manning, CEO of The Manning Companies, discussed how he uses Commonwealth’s PPS Select platform to outsource investment management and improve efficiency. ThinkAdvisor, 12/26/24

• Commonwealth scores double with ex-Osaic advisors in New York. Commonwealth welcomed two Long Island-based advisory firms, Full Spectrum Financial Solutions and NXT Phase Financial Services. Collectively managing more than $495 million in client assets, the firms sought enhanced support and growth opportunities. InvestmentNews, 12/18/24

• 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

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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)