Darren Tedesco

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  New Hire Roundup: Commonwealth’s Tedesco Honored

  By Marlene Y. Satter, AdvisorOne  |  December 12, 2012

  This week in new hires,Commonwealth Financial tech guru Darren Tedesco was named to the 2013 Premier 100 IT Leaders list; Todd Scharf was named CTO by the SEC; and more.

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  Tech Talk: Commonwealth, Raymond James Roll Out New Software Tools for Reps

  By Janet Levaux, AdvisorOne  |  August 24, 2012

  The new programs focus on daily trading operations as well as financial planning, the firms say.

• Commonwealth Financial Boosts Platform

  By Janet Levaux, AdvisorOne  |  December 26, 2011

  Commonwealth Financial Network said it recently added a number of improvements to its online portfolio platform Investor360°. These enhancements, according to the independent broker-dealer, boost the scope of asset information on the platform and allow its affiliated representatives to look at more performance reporting and daily gain/loss data, while also...

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  Commonwealth Financial Boosts Portfolio Platform for Its Advisors

  By Janet Levaux, AdvisorOne  |  November 18, 2011

  The updated technology brings together more asset information and daily performance data, including holdings in alternatives assets and assets being custodied at a variety of firms.

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  Commonwealth Launches Model Management System

  By John Sullivan, AdvisorOne  |  August 16, 2011

  Commonwealth Financial Network announced the launch of Commonwealth Model Management Tuesday, a trading platform for 'systematic managing and rebalancing of client portfolios.'

• Commonwealth Financial Updates CMS; Improves Info Flow for Advisors

  By Joyce Hanson, AdvisorOne  |  May 20, 2010

  Commonwealth Financial Network has released a revised version of its CRM 4.0 contact management system that includes two-way wireless synchronization, an updated Web-based calendar,...

• Streamlining

  By Lauren Barack  |  June 1, 2007

  While broker/dealers have thrown practically everything technology-wise but chicken soup at advisors over the past several years, they've learned that choice can be overpowering. Sure, having...

• Going Mobile

  By Lauren Barack  |  September 1, 2006

  Just as any fashion starts to look old after a season, so, too, does technology. Moreover, those early-adopter advisors who rejoice while playing with the...

• The Image Is All Important

  By Melanie Waddell, AdvisorOne  |  September 1, 2005

  Next month, the Securities and Exchange Commission will begin requiring that advisors have a business continuity or disaster recovery plan in place. Quite a few...