Browsing Tag
Commonwealth Financial Network
8 posts
Corporate Roundup: Waverly Buys Planning Capital, The Standard Welcomes PEP Sales Director
The latest news from Waverly Advisors, The Standard, Lincoln Financial Group, and Commonwealth
Commonwealth Financial Acquires Sentinel Advisory Group
The $300M firm provides “hands-on” support through retirement for clients
Stifel, Commonwealth Keep Top Spots in J.D. Power Advisor Satisfaction Rankings
Annual study finds more than a third of advisors open to changing firms
Commonwealth Latest to Partner with Pontera on 401(k) Management
The New York-based software platform will allow Commonwealth advisors to manage and trade clients' 401(k) and 403(b) accounts
Too Many Advisors Can’t Spend Enough Time with Clients: J.D. Power
Stifel, Commonwealth rank highest in satisfaction in respective segments according to the 2023 U.S. Financial Advisor Satisfaction Study
2024 Social Security COLA Could Drop Below 3%
Looming recession could mean next year’s cost-of-living adjustment will fall well short of this year’s historic 8.7% raise
Why Low-to-Moderate Income Plan Participants are Bearing Brunt of the Recession
The COVID-19 pandemic is having a lasting negative financial impact on many low- to moderate-income (LMI) defined contribution…
Why 401k Financial Wellness Works for Advisors, Sponsors and Clients
This video is titled “Financial Wellness for Advisors – Paul Mahan Commonwealth Financial Network” and features Paul Mahan…