Tom McCarthy

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  Fidelity Announces Upgrades for National Financial’s StreetScape

  By James J. Green, AdvisorOne  |  February 10, 2011

  Sanjiv Mirchandani, president of National Financial, said upgrades being rolled out during 2011 include redesign, trading and account management enhancements.

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  Time for a Transition (IV): Using Special Events to Boost Business

  By Marie Swift  |  December 15, 2009

  Tom McCarthy, affiliated with Commonwealth Financial, uses LifeBio system to build rapport with current clients and special guests - a great "next generation" strategy for smart advisors nationwide.

• Nurturing 529s

  By Janet Aschkenasy  |  November 1, 2006

  Now that it's clear that 529 plans will keep their tax-advantaged status, long-term planning with these versatile vehicles is more important than ever. Tom McCarthy,...