Commonwealth Financial Network
334 posts
Commonwealth Financial Network is the nation’s largest privately held independent broker/dealer-RIA. This post originally appeared on Commonwealth Independent Advisor, the firm’s corporate blog.
Changing Your Client's Irrevocable Trust: What Are the Options?
Changing Your Client's Irrevocable Trust: What Are the Options? by Commonwealth Financial Network Irrevocable trusts can help accomplish…
April 3, 2019
An Estate Planning Checklist for Advisors
An Estate Planning Checklist for Advisors by Commonwealth Financial Network A plan to distribute wealth, just like a…
April 2, 2019
Estate Planning with Intentionally Defective Grantor Trusts
Estate Planning with Intentionally Defective Grantor Trusts by Commonwealth Financial Network Estate planning with intentionally defective grantor trusts…
March 27, 2019
Should Some Clients Self-Insure for Long-Term Care?
Should Some Clients Self-Insure for Long-Term Care? by Commonwealth Financial Network According to conventional financial planning, it’s important…
March 26, 2019
8 Potential Risks in Your Financial Advisory Practice
8 Potential Risks in Your Financial Advisory Practice by Commonwealth Financial Network Business risk is anything that threatens…
March 20, 2019
Fighting Elder Financial Abuse—the Crime of the 21st Century
by Heather Murphy, Commonwealth Financial Network Elder financial abuse has been called the crime of the 21st century…
March 19, 2019
The Retirement Plan Advisor’s Guide to Offering Model Portfolio Services
The Retirement Plan Advisor’s Guide to Offering Model Portfolio Services by Commonwealth Financial Network It’s not surprising that…
March 13, 2019
4 Steps for Transitioning Clients as You Near Retirement
4 Steps for Transitioning Clients as You Near Retirement by Commonwealth Financial Network For many advisors, the decision…
March 6, 2019
Helping Clients Live Their Best Post-Career Life
Helping Clients Live Their Best Post-Career Life by Commonwealth Financial Network I’ve spoken with countless advisors about their…
March 5, 2019
Leveraging Technology to Enhance the Client Experience
Leveraging Technology to Enhance the Client Experience by Commonwealth Financial Network If someone had told you years ago…
February 27, 2019
The Art of Engaging Clients: Do More with Less
by Kristine McManus, Commonwealth Financial Network Our network of financial advisors often call me wanting to do more.…
February 26, 2019
A Guide to Reducing Impact
A Guide to Reducing Impact by Commonwealth Financial Network Overwhelmed by what feels like constant news of data…
February 20, 2019
The Key to a Comprehensive Estate Plan
The Key to a Comprehensive Estate Plan by Commonwealth Financial Network In August 2018, Aretha Franklin passed away,…
February 19, 2019
A Guide to Differentiating Your Value
A Guide to Differentiating Your Value by Commonwealth Financial Network A recent study by U.S. Trust, in partnership…
February 13, 2019
Keeping Up with Impact Investing Strategies in a Growing SRI Universe
Keeping Up with Impact Investing Strategies in a Growing SRI Universe by Commonwealth Financial Network A 2018 report…
February 12, 2019