Joe Deitch

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  5 IBDs That Changed the Game

  By Jonathan Henschen, CFS, Henschen & Assoc.  |  March 26, 2013

  What makes these independent broker-dealers “important?” They break new ground, making IBDs an increasingly viable alternative for advisors.

• Optimists: The 20th Annual Broker/Dealers of the Year

  By James J. Green, AdvisorOne, John Sullivan, AdvisorOne  |  September 1, 2010

  Our Broker/Dealer of the Year survey has come of age. Twenty years of change, innovation, regulation, boom, bust (and boom again) in the independent...

• Broker/Dealer Briefing: Commonwealth Takes the Top Spot

  By John Sullivan, AdvisorOne  |  September 1, 2010

  Batting .500; fantastic in baseball, even better in our Broker/dealer of the Year annual surveys. One firm has taken the top spot more than any...

• Game Changer

  By Staff Writer  |  May 1, 2009

  If you believe his critics, Barack Obama is an agent of socialism whose economic and social agenda includes nothing less than the goal of massively...

• 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 Leaders, Advisors Fired Up

  By Janet Levaux, AdvisorOne  |  December 1, 2008

  (Phoenix) Commonwealth Financial Network advisors seem to be taking a measured approach to the present financial crisis. And that means they were quite keen to...

• What Will It Mean to Be an Independent Financial Advisor?

  By Ellen Uzelac  |  June 1, 2008

  With baby boomers moving into self-funded retirement, the advisor will need to become expert at risk analysis, risk management and financial life planning. There will...

• A Trend Confirmed?

  By Kathleen McBride, AdvisorOne  |  September 1, 2007

  Fee-based advisory revenues are higher than traditional commission-based revenues, for the first time, at Commonwealth Financial Network. It's not a change to advisory accounts from...

• Commonwealth Aims for Controlled Growth

  By Janet Levaux, AdvisorOne  |  December 1, 2006

  (Phoenix) Commonwealth Financial Network wants to maintain its identity despite some serious expansion, say executives attending the broker-dealer's recent national conference, held Oct. 26-30 at...