Featured Insight
Navigating the Regulatory Landscape for Investment Advisers
What Makes a Best Place to Work? The Winners Weigh In
How can you create a winning work environment for employees? Recipients of the InvestmentNews Best Places to Work honor share their secrets to success.
Culture & Community5 Challenges Women Face When Planning for Retirement
What are the challenges women face when planning for retirement? Learn about five common obstacles and how you can help your female clients overcome them.
Wealth Planning & InvestingHow to Talk About Disability Insurance with Your Female Clients
A recent study found that women are especially unprepared for a work absence, highlighting the need to talk with female clients about disability insurance.
Wealth Planning & InvestingThe Real Reason Interest Rates Will Stay Low
The real reason interest rates will stay low? Commonwealth CIO Brad McMillan thinks he knows the answer.
Market & Economic PerspectivesWhere Do Interest Rates Come From?
Where do interest rates come from, and what could this mean for the future?
Market & Economic PerspectivesThe Brain on Bias: Guiding Clients in Financial Decision-Making
Emotional and cognitive biases play a major role in clients’ financial decision-making. Learn how to address the five types of bias advisors see most often.
Marketing & Practice ManagementInterest Rates: The Old Normal
Interest rates are likely transitioning to a new normal, which is different from the old normal, and we need to figure out why.
Market & Economic PerspectivesWhy Are Interest Rates Trending?
Why should we care about interest rates? Because this foundation of the financial markets could be approaching a new normal.
Market & Economic PerspectivesBack to Basics: Lessons from an Investment Legend
Using knowledge, not getting emotional, diversifying, and buying low (selling high) are all ways to turn a bad time for many into a good time for you.
Market & Economic PerspectivesWhat’s the Truth About Cultivating Workplace Culture?
Cultivating workplace culture can drive success at your financial advisory firm. Learn practical strategies for nurturing your community and values.
Culture & CommunityBuilding a True Meritocracy: The Importance of Diversity and Inclusion
Learn how building a true meritocracy, where the best employees can thrive, only benefits our businesses, clients, and staff.
Culture & CommunityThis Is What We Do: The Value of Financial Advisors
Commonwealth CIO Brad McMillan shares how a recent client visit served as a powerful reminder of the true value of financial advisors.
Market & Economic Perspectives