Commonwealth Financial Network, the independent broker-dealer based in Waltham, Mass., that is headed by CEO Wayne Bloom (left), announced Tuesday that it is providing its representatives a suite of client and advisor educational and marketing tools from Forefield. The advisors, who will not be charged for the tools, can use them in client communications and on their websites.
Included in the offerings, which went live on June 30, from Forefield, which was acquired by Broadridge Financial Solutions (BR) in December 2010, are:
- Forefield Advisor, which gives advisors access to articles, illustrations and tables, calculators, and client presentations on financial planning topics and scenarios.
- Forefield Newsletter,, which gives advisors the ability to create newsletters on-demand using monthly content updates, articles, and market summaries.
- Forefield Continuing Education Service, which allows advisors to earn CE credits online for designations including CFP, ChFC, CLF, and CLU, to track their credits online and submits those credits to the designation bodies.
Forefield has been a pioneer in providing Web-based, FINRA-compliant print and online content in various formats on financial planning topics that advisors can use with their clients, including newsletters, video, client presentations and interactive calculators. Broadridge is a technology provider in processing fixed income and equity trading and provides the technology infrastructure in proxy services for many public companies and mutual funds.
On July 13, Charles Schwab announced it would enhance its global-investment offerings through a partnership with Broadridge under which Schwab clients would be able to trade in 12 markets and eight currencies beginning in early 2012.
When Broadridge announced its acquisition of Forefield on Dec. 3, 2010, it said that it would use Forefield’s platform to enhance its Investor Communications business.