Commonwealth

• Simply Indispensable

  By Ellen Uzelac  |  April 1, 2009

  In a one-and-a-half page memo to Commonwealth Financial Network's advisors sent in January, new CEO Wayne Bloom mentions the word "indispensable" or "indispensability" five times. "It's...

• IA Interview: Changing of the Guard, Sort Of

  By James J. Green, AdvisorOne  |  March 1, 2009

  At the recent Financial Services Institute conference in San Antonio in January, an experienced executive from a Massachusetts-based broker/dealer suggested that the CEO of his...

• Commonwealth FAs Go Back to Class (at Harvard)

  By Janet Levaux, AdvisorOne  |  March 1, 2008

  "Do you have an unwillingness to evolve with the market?" asks Harvard Business School professor emeritus Benson Shapiro. "Are you too comfortable with the status...

• 2007-2008: Executive Perspectives

  By Janet Levaux, AdvisorOne  |  December 1, 2007

  The past 12 months have been tumultuous for the financial-services industry, with the credit-related write-downs and related changes in leadership, mergers and acquisitions, and stock...

• Going Independent

  By Ellen Uzelac  |  June 1, 2006

  Independent or wirehouse? The question used to be that simple for traditional advisors thinking about an independent alternative. But with multiple platforms gaining traction, advisors...