Commonwealth Financial Network, a Waltham, Massachusetts-based independent broker-dealer, has launched a program to give its affiliated advisers administrative support on an as-needed basis. Called the virtual administration program, it pairs advisers requiring support in a range of operational areas with ...

Recently I presented to a group of advisers participating in a year-long coaching program that focuses on the inner workings of their practices to help them become better CEOs. I began the discussion by asking approximately 30 advisers a simple ...

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 ...

Andy Walker and Christian Covey, who managed $350 million at a practice affiliated with Commonwealth Financial, have launched their own firm, Walker Covey Wealth Advisors, and affiliated with LPL Financial. The two, who are based in Orem, Utah, used LPL’s ...

Opus 111 Group, which manages $195 million from offices in Seattle and Spokane, Washington, has switched affiliations from Securities America to Commonwealth Financial Network. Jim Harvey, Bill Driver, Michael Maehl and Andrew Harvey are the four advisers making the change. ...

I’ve worked with advisers on all aspects of their practice, and a frequent question is how to get a prospect to work with them. Most advisers are willing to spend significant money and time to achieve this, so they’re stunned ...

After recently revamping their efforts to target wirehouse financial advisers, LPL Financial and Commonwealth Financial Network appear to be gaining traction with the group, which is made up of the most sought after and profitable advisers in the financial advice ...