Wayne Bloom

• FA Satisfaction as Measured by J. D. Power

  By Janet Levaux  |  April 29, 2013

  Satisfaction among independent advisors made a nice improvement over the past year, while that of employee advisors declined slightly, according to the latest J.D. Power and Associates 2013 U.S. Financial Advisor Satisfaction Study.

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  J.D. Power & Advisor Satisfaction: Behind the Numbers

  By Janet Levaux, AdvisorOne  |  April 16, 2013

  While the results reflect a small number of advisors, they point to important trends that BDs ignore at their own peril, experts say.

• Independent Advisors Giving Back

  By Janet Levaux, AdvisorOne  |  December 20, 2012

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  Advisors Giving Back: Commonwealth’s Nelson Ball Does It All

  By Janet Levaux, AdvisorOne  |  November 28, 2012

  Financial advisor Nelson Ball has found many ways to support his community and a variety of causes.

• Commonwealth Outlines ‘Glide Path’ at Meeting

  By Janet Levaux, AdvisorOne  |  November 21, 2012

  Gathered at their national conference in San Antonio in early November, Commonwealth Financial executives said they plan to give financial advisors more official options in how they do business with the independent broker-dealer, starting in the second quarter of 2013.

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  Commonwealth’s Bloom on Acquisitions: Firm Is Open, but Cautious

  By Janet Levaux, AdvisorOne  |  November 5, 2012

  The independent broker-dealer's CEO says the firm is quite strict about what types of advisors and business it wants to add as it moves toward becoming a $1 billion firm.

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  Commonwealth to Roll Out More IA Options in Early ’13

  By Janet Levaux, AdvisorOne  |  November 5, 2012

  The independent broker-dealer believes more flexibility on affiliation will help it attract more breakaway brokers and give its advisors and prospects more options.

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  Top 10 Indie BDs With Best-Producing Advisors

  By John Sullivan and Liana Roberts, AdvisorOne  |  June 22, 2012

  Investment Advisor magazine’s 2012 BD Reference Guide helps sort and rank IBDs in five major categories, with AdvisorOne here highlighting 10 by the annual gross production of their advisors.

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  Commonwealth Plucks 3 Top-Producing Firms From Securities America

  By James J. Green, AdvisorOne  |  July 27, 2011

  Independent BD adds Tonkinson Financial, Capital Wealth Management and Smallwood Capital.

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  Commonwealth’s Bloom on FA Payouts, Giving Back and Consolidation: Weekend Interview

  By Janet Levaux, AdvisorOne  |  March 11, 2011

  AdvisorOne spoke with Commonwealth Financial CEO Wayne Bloom about several developments at his firm.