Commonwealth’s Bloom on Acquisitions: Firm Is Open, but Cautious
The independent broker-dealer's CEO says the firm is quite strict about what types of advisors and business it wants to add as it moves toward becoming a $1 billion firm.
Commonwealth to Roll Out More IA Options in Early ’13
The independent broker-dealer believes more flexibility on affiliation will help it attract more breakaway brokers and give its advisors and prospects more options.
Going independent? Already selected your new venue? Then you’ve already made some very big decisions about making a change and the kind of change you want.
Commonwealth Grabs $100M Ex-LPL Team in California
For the first six months of 2012, the broker-dealer has added about $20 million in yearly fees and commissions with some 50 advisors.
Commonwealth Adds Three Kansas Firms to Fold With $375 M in Assets
Commonwealth Financial Network announced Tuesday that it has added three independent financial services firms located in Overland Park, Kan.
2011 Will Be Big BD Recruiting Year, Says Commonwealth’s Daniels
Andrew Daniels, Commonwealth's recruiting chief, argues that with LPL going public, his firm will particularly benefit from movement of BD reps in 2011.
Commonwealth Highlights Quality Service, Technology at Its ’10 National Confab
(Phoenix) Some 750 financial advisors affiliated with Commonwealth Financial Network, along with 650 other guests and staff members, gathered in Phoenix at the JW Marriott...
At Commonwealth, J.D. Power Award Won't Change Recruiting Process
Andrew Daniels says he tells his recruiters "all the time" that Commonwealth Financial remains a "work in progress" despite its many honors, including a J.D. Power award.
A marriage made in service
Having narrowed a field of six broker/dealers to one -- ING's Multi-Financial Securities Corp. -- Hatcher began the transition and opened Hatcher Financial Group in...