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The road to loyalty is paved with exceptional customer experiences
Go beyond customer satisfaction — satisfied customers don't drive ROI and profitability the way that a raving fan does.
How advisers can drive growth in any environment
Here are some of advisers' best strategies for boosting growth, ranging from optimizing efficiency to engaging prospects.
Fintechs dive into digital marketing in post-pandemic world
As advisers look to use online tools for prospecting, Commonwealth and Sanctuary team up with Tifin, and AssetMark and eMoney Advisor roll out upgrades.
Correcting the blind spots in our practices
By identifying our unconscious biases or set ways of doing things, we can limit our risk and increase our chance of success.
Wirehouses fall flat on adviser satisfaction: J.D. Power
Despite payout rates and branding that suggest higher levels of support, the top brokerage firms are not meeting adviser expectations, according to a recent survey of over 3,000 advisers.
Discover what your clients want with a survey
A lot has changed over the past 12 months, and it's likely that what your clients want or prefer may have changed as well.
Commonwealth Financial to recruiters: Lay off MassMutual reps
The Commonwealth Financial Network advised outside recruiters not to engage with MassMutual's reps. The company doesn't want to step on any toes due to a licensing agreement involving a tech firm it once owned.
An interview with Commonwealth’s first chief diversity officer
Scarlett Abraham Clarke says high-level diversity and inclusion role is key to driving organizational change.
Politics and stock surges: Investment experts weigh in
What’s top of mind for investment pros as 2021 kicks off, ranging from Biden administration policies to the GameStop stock market volatility.
3 myths preventing advisers from going from wirehouse to independence
Wirehouse advisers who want freedom and more control over the business they’ve built are no longer hampered by some of the historical challenges that once came with taking the leap.
The mystery of the market
The massive money moves led to breathless coverage of these names on financial and mass media, and gave me flashbacks to 1999-2000, as market pundits waved their arms over these small names. It was energizing — but it misses the point.
Morgan Stanley rep managing $138 million bolts to Commonwealth
Dale Kramer opens an indie shop, Kramer Wealth Strategies, in upstate New York
The latest in financial #AdviserTech — December 2020
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
Tech tools fall flat among advisers: J.D. Power survey
While firms are investing heavily in technology, many have missed the mark on delivering the best experience
Navigating unexpected change
Here are three questions that can help guide us as we move forward on this new path
Commonwealth hires Matthew Chisholm to build RIA business
The former Fidelity executive will help advisers expand their operations efficiently
Navigating the gray zone
What to do when best practices for running your business don’t align with your personal values
Commonwealth adviser arrested in child prostitution sting operation
Nathan Duane Oeming allegedly responded to an ad posted by a detective posing as a 15-year-old girl
Advice-sector coalition seeks legislation to expand pass-through deduction to advisers
Brokerage firms and broker and adviser associations ask lawmakers for ‘clarifying legislation’
Hybrid managing $225 million switches to Commonwealth from LPL
BostonPremier Wealth is based in Hanover, Mass.
