Commonwealth Financial Network announced Tuesday that a pair of advisors overseeing more than $230 million in client assets joined the firm from Advisor Group.
Advisors Michael Critchfield and Matthew DiGiacomo, along with their team, operate as Core Financial Group in Yuba City, California. The rest of team includes Evan Pugh and Matthew Debiase, both para planners, and Jen Wilson, office manager.
In a statement, DiGiacomo cited Commonwealth’s “technology, service, and culture.”
“The advisor-centric, service-oriented culture aligns with who we are and the way we serve our own clients,” he said.
Critchfield had been associated with Woodbury Financial Services, a unit of Advisor Group, since 2010, and started his career at Edward Jones in 2005, according to his BrokerCheck report. DiGiacomo had been affiliated with Woodbury since 2011 and started at Edward Jones in 2002.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
