Commonwealth Financial Network has launched a year-long coaching program designed to help next-gen advisers build their businesses.
“Interest in the program exceeded our expectations and was limited to 24 participants to ensure that they each received the hands-on training and attention they needed,” Kristine McManus, vice president, chief business development officer and program facilitator at Commonwealth, said in a statement.
Participants set both realistic and stretch goals using an in-house tool that lets them track new clients, referrals, assets and production, and the group holds biweekly calls.
McManus leads the program’s monthly group webinars on topics such as gaining introductions and referrals, the benefits of blogs and podcasts, and working with centers of influence.
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
A federal appeals court says UBS can’t force arbitration in a trustee lawsuit over alleged fiduciary breaches involving millions in charitable assets.
NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.
Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.
Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
