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When we beat our personal best, it’s our advisors who win. Thank you to our entire advisor community for the continuous inspiration—it’s an honor to receive this eleventh
#1
J.D. Power ranking on your behalf. Our investments in uncompromising service and solutions are
1
5
13
Best-selling author
@GlennonDoyle
addressed a diverse group of more than 330 attendees at Commonwealth's Summit for Women Advisors, delivering an uplifting and energizing message of how to choose to be your authentic self and honor yourself despite external expectations.
0
4
51
Join us in celebrating Paul Tolley! He's led the regulatory way as our business has grown in size and complexity. Strengthened by a talented team of 80+ compliance professionals, his leadership ensures the firm will continue to travel along a compliant, investor-centric path.
2
2
40
Bravo,
@dougboneparth
of Bone Fide Wealth for being named one of
@investopedia
’s Top 10 Most Influential Advisors. View the full list on
@ThinkAdvisor
:
4
1
39
We stand in solidarity with those in peaceful protest of the unjust death of George Floyd and many others within the black community.
@waynebloom
3
7
36
Join us as we celebrate
@_GregGohr
on his new leadership role! He's a highly regarded teammate, leader, speaker, and consultant to advisors. His trusted judgement and deep knowledge of our business and advisors the last 20 years has prepared him to lead in this new capacity.
1
2
29
We are honored that George W. Bush, 43rd President of the United States, joined us as a featured speaker at this year’s
#CFNnational
in
#Austin
. We thank President Bush for sharing his insights and addressing our community of independent
#financial
#advisors
.
0
7
28
“The more we can open our minds, the more we allow for information to come through." says
@JosephDeitch
. In a candid interview with
@newsfromIN
, Joe shares how his book, Elevate, strives to put a career in financial services in perspective.
#GuidetoElevate
1
8
27
From all of us at Commonwealth, thank you to all the courageous men and women who sacrificed their lives to protect our beloved country. We wish everyone a safe and happy Memorial Day!
0
10
28
For 20+ years,
@jyoungwirth
was the face of
#PracticeManagement
. Her guidance & wisdom has bettered our advisors' lives—not just their practices. Joni has transitioned to partner emeritus status, and has become the executive director of
@CommCaresOrg
. Congratulations, Joni!
0
1
27
The results are in! With an overall experience score of 9.4 out of 10, we're honored to once again rank highest among "Big Players" on the
@wealth_mgmt
2020 IBD Report Card. Thank you,
#advisors
! We remain obsessively invested in your success.
0
5
24
Commonwealth puts its full support behind
#StopHateForProfit
and will pause all paid advertising on Facebook and Instagram.
2
5
26
[PRESS RELEASE] Commonwealth announced today our new stand-alone technology company, Advisor360°, has entered into a licensing agreement with
@massmutual
, making available the Advisor360° suite of software tools to MassMutual’s advisors and field partners.
0
7
26
Commonwealth unveils its fresh, bold expression. Discover our new brand:
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2
26
For the fifth consecutive time
@JDPower
has ranked Commonwealth Financial Network highest in the independent advisor segment of its 2018 U.S. Financial Advisor Satisfaction Study:
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9
23
Quality. Community. Indispensability. Growth.
Commonwealth founder and chairman
@JosephDeitch
recaps where we’ve been in the last 40 years—and where we’re going next—at
#CFNnational
.
0
4
23
We’re on Cloud 9! Thank you, Commonwealth advisors, for inspiring us daily to raise the bar. Read the press release to learn about the
@JDPower
ranking & how we’re striving to further heighten the advisor experience through our new Community business unit.
3
5
23
Commonwealth is pleased to partner with RightCapital to provide
#advisors
with
#nextgen
financial planning tools that will be integrated into our homegrown Client360°® total client management system. Read
@RightCapitalHQ
’s announcement to learn more:
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2
24
We’re honored to be ranked
#1
for the seventh consecutive time! Thank you, advisors! We’re grateful for your unwavering support, and your feedback that enables us to be our very best.
Among independent advisors,
@CommonwealthFN
ranks highest in overall satisfaction in the J.D. Power 2020 U.S. Financial Advisor Satisfaction Study. Congratulations!
#JDPowerAwards
0
5
10
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1
22
What better role model for
#GivingBack
to the community than our chairman, Joe Deitch, the 2017 Special Service Award winner!
#CFNnational
0
5
22
We’ve changed our account name! It’s now
@CommonwealthFN
. We’ll continue to post the same great content here.
1
1
22
We are so proud of our Founder and Chairman,
@JosephDeitch
, for sharing his insights beyond the Commonwealth community! Congratulations, Joe, on the release of Elevate!
0
5
22
Thank you to our Conferences and Events team members for all of their hard work over the last few months planning and executing
#CommonwealthNational
Conference!
0
2
22
Yesterday's rain couldn't stop
#advisor
@KatherineLiola
,
@ConcentricPW
CEO and founder, from completing the 2019
@BostonMarathon
! Way to go, Katherine!
#Boston2019
Congratulations to
@KatherineLiola
completing the 123rd Boston Marathon!
#MotivationMonday
#bostonmarathon2019
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Our special guest at this year’s
#CFNnational
was George W. Bush, 43rd President of the United States. We were honored to have President Bush join John Rooney, managing principal, to share his insights with our community on life before, during, and after presidency.
0
5
21
In
@ThinkAdvisor
's latest Industry Spotlight,
@dougboneparth
, advisor and president of Bone Fide Wealth, discusses his commitment to a strong marketing approach, new strategic offerings he's working on, and how he sees the future of the profession.
3
2
20
Today we remember those who sacrificed their lives in service to our country. While you may have had to alter your plans, we still hope you enjoy a safe and happy
#MemorialDay
.
0
2
19
Today, we celebrate the birth of our great nation and honor those who gave us our freedom. Have a safe and happy Independence Day!
0
7
21
We were pleased to join
@investinothers
and the financial advice community in volunteering with Christmas in the City, helping nearly 2,000
#Boston
families in need with gifts under the tree.
0
2
20
We're so pleased to see
#advisor
Alexandra (Alex) Armstrong, CFP®, CRPC®, chairman emeritus and founder of
@AFMDC
in Washington, D.C., recognized at today's
@fpassociation
#FPAConf19
as
@PowerProBono
's first Lifetime Achievement Award winner! Congratulations, Alex!
Presenting FFP’s first Lifetime Achievement Award winner, Alex Armstrong of
@AFMDC
! 👏🏻👏🏻
#PowerProBono
#FPAConf19
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5
19
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3
20
[PRESS RELEASE] Congratulations to three Commonwealth-affiliated offices,
@AFMDC
,
@TheAxialCompany
, and Bartholomew & Company, Inc., on being recognized as 2018 Best Places to Work for Financial Advisers as announced by
@newsfromIN
:
#INBestPlaces
0
2
19
Happy Thanksgiving from our family to yours! Today, may you reflect on all you’ve been given, be grateful for what you have, and share what you can with those most in need.
0
3
19
Congratulations to our own
@lbyav
for being named to
@InvestAdvMag
's first-ever Top 16 Women in
#WealthTech
list! Read more about how she has been integral to our
#fintech
, what
#tech
trends she's watching, and what
#apps
she loves, on
@ThinkAdvisor
:
1
2
18
Take a stand against hate crimes against Asian Americans. An attack on one is an attack on all. As a passionate supporter of the ideals of this nation, Commonwealth denounces discrimination or violence based on race, national origin, ancestry, or other differences.
#StopAsianHate
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4
18
Last week, 23
#advisors
attended our inaugural
#NextGen
Leadership Retreat—a professional development experience specifically for the next generation of Commonwealth advisors—for some learning, fun and
#givingback
around Boston. Thanks to all who could join us!
2
1
17
Earlier today, the Commonwealth community celebrated the formation of Advisor360° with a breakfast gathering! Over
@KanesDonuts
and
@nourishyoursoul
pressed juices, our leadership team, including
@C360
, shared more about this exciting venture.
1
4
17
A huge "Welcome!" to the nearly 2,000 affiliated financial
#advisors
, staff, guests, and sponsors of
#CFNnational
! We're taking over the entire
@JWMarriottATX
! 🤠
0
0
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.
@andrewdaniels05
to
@TobySalFP
of
@finplan
on our record recruiting year: “it’s certainly a quality not quantity game.” What’s attracted approx. 125 new
#advisors
to our network in 2017? Read here:
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5
17
All Commonwealth employees will receive paid time off to cast their ballots today. We believe it’s important all voices are heard, which means we support and encourage our employees’ right to vote.
#Election2020
0
3
17
Humor & expertise are ingredients that make Commonwealth-affiliated advisor
@dougboneparth
of Bone Fide Wealth a Twitter sensation.
@barronsonline
recently talked with him about the role of social media in his overall marketing machine. Read the full Q&A:
2
2
17
T-minus 5 days until the start of our sold-out
#CFNnational
Conference! We can't wait for our
#advisors
, guests, and sponsors to arrive in
#Austin
and experience the events we've been planning all year. With 100+ sessions, which ones will you be attending?
0
2
17
Commonwealth’s National Conference is only a week away!
#Advisors
, did you know 140+ home office staff will be on-site at
#CFNnational
? Be sure to stop by the Commonwealth Hub to meet the friendly, helpful, and enthusiastic folks you work with year-round!
3
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16
Commonwealth announces the hiring of Peggy Ho, SVP, general counsel. Peggy joins to protect and promote firm interests by leading corporate legal needs, serving our advisors, and partnering with the business to fulfill collective goals.
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2
16
It's an honor to remember our veterans on this day and thank them for protecting our rights and dignity as proud and grateful Americans.
#VeteransDay
0
5
16
Led by
@mconsidineking
, last night’s "A League of Our Own" preconference symposium brought women together for networking and learning at
#CFNnational
. Interested in hearing more about how we foster a robust community of
#CFNwomen
? Watch on!
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4
16
We’re extremely proud to share that Miriam Manning, SVP, info technology, is among
@ThinkAdvisor
/
@InvestAdvMag
’s 15 Top Women in
#WealthTech
for 2020! Read more on Miriam’s instrumental role at Commonwealth, as well as her advice for those starting out:
0
3
16
We’re pleased to have participated in
@investmentnews
' Women Advisor Summit in
#Boston
today!
@eventsfromIN
: Thank you for hosting this powerful
#WAS2019
series, and for another opportunity to connect with incredible female
#finserv
leaders!
2
2
16
Thanks to the generosity of our
#Waltham
home office, we’re pleased to have raised more than $3,200 for
@saveawarrior
in honor of a family member of 2 former employees.
0
2
15
We can’t say we’re surprised, but we’re certainly proud! Congratulations to our
#advisors
for being the most productive in the industry, as reported by
@investmentnews
in its latest independent broker/dealer study:
1
3
15
#PetcoPark
was transformed into a
@commonwealthbd
party with baseball &
@michaelfranti
’s performance!
#CFNnational
0
2
15
We’re thrilled our Summit for Women Advisors, designed exclusively for Commonwealth’s women advisors, is returning for its second year in a virtual format.
@mconsidineking
, our practice management expert and Summit lead, has a special message to share with all of you.
#CFNWomen
0
3
15
It’s time to welcome a brand-new year! We hope it’s filled with joy, good health, and prosperity for you and those you love. Happy New Year from your friends at Commonwealth.
0
0
15
Secretary of State
@madeleine
Albright shared powerful insights with our advisors at
#CFNnational
. Great moment!
0
1
14
Commonwealth salutes the brave men and women who have served to protect America’s freedom and values.
#VeteransDay
0
3
14
The results are in from
@investmentnews
’ independent broker/dealer survey, and we once again top the list of IBDs with the highest payout!
1
2
15
Thank you to our advisors, home office staff, and
@newsfromIN
friends who joined us at the Commonwealth table at
#INW2W
!
@eventsfromIN
0
1
15
Join us in congratulating 7 Commonwealth-affiliated advisors who were named to
@Forbes
’ Top Women Wealth Advisors 2021 list. Their achievements inspire us all. View the full list here:
0
5
15
#CommonwealthNational
is often a family affair. To keep that connectivity alive, we’re encouraging quality family time and balance during our virtual event, including having our home office staff read their favorite children’s books for the little ones at home.
2
3
14
We’re pleased to announce the newest member of our senior leadership team! Give a warm welcome to Jon Cleasby, CFO. Jon brings with him more than 20 years of experience and will be responsible for ensuring our continued growth and success across market cycles.
0
1
15
From homeless at 15 to Harvard graduate, Liz Murray is sure to inspire. Join us as we welcome this best-selling author to our virtual stage.
#CommonwealthNational
0
1
15
We're thrilled to welcome nearly 2,000 affiliated financial
#advisors
, guests, sponsors, and home office staff to
#CFNnational
2019 at the
@gaylordrockies
in
#Denver
, Colorado!
1
1
14
We're honored to see our own
@jyoungwirth
, managing principal,
#practicemanagement
, included in
@finplan
's list of "19 People Who Will Change Wealth Management in 2019":
2
1
14
Commonwealth is thrilled to be named one of the
@BostonGlobe
Top Places to Work in MA for the 12th consecutive year! We’re honored to be among the best employers in the state, and we thank our talented team for their contributions. Learn more:
#workboston
0
1
14
[PRESS RELEASE] For the sixth time running,
@JDPower
ranks Commonwealth Financial Network “Highest in Independent Advisor Satisfaction Among Financial Investment Firms.”:
1
2
14
Welcome to the Commonwealth community,
@HarkinsWealth
! There’s nothing we love more than happy (and stress-free!)
#advisors
. We hope you enjoy the transition treats, and look forward to supporting your family practice.
This welcoming gift from
@CommonwealthFN
has us laughing & happy to announce our RIA (Registered Investment Adviser) transition! Though we have a new platform partner, business will continue as usual for us and you! Follow along on our FB page to learn more!
2
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13
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0
14
The flapjacks made a comeback! After a two-year hiatus, employees on both coasts enjoyed our holiday-themed pancake breakfast—an annual tradition for 25 years. Thanks to old friends and many new ones who came together to celebrate the season over breakfast served by leadership!
0
1
14
We’re pleased to share
@wealth_mgmt
's coverage of our 6-time
@JDPower
win.
@waynebloom
candidly shares his reaction to the news and what he attributes it to. Read the full article:
0
0
14
Advisor
@VanceBarse
shares his point of view about serving clients in a fiduciary capacity and the responsibilities of individual investors in a recent
@MarketWatch
article:
1
2
13
Alexandra Armstrong is honored with the
#W2W
Lifetime Achievement Award. We are proud to be your partner and friend!
0
2
14
Commonwealth welcomes the opportunity to celebrate Martin Luther King Jr. Day and embrace the message of diversity, peace, and community that we hope will always flourish in our nation.
#MLKDay
0
3
14
This year more than ever, we’re grateful for the small moments that mean so much.
#HappyThanksgiving
from our family to yours.
0
1
14
#CFNnational
is coming to a close! Thank you to all who attended and to our sponsors, and a huge thanks to
@CFNevents
for an amazing conference! We're so grateful we were able to celebrate 40 years of community together.
See you next year in Orlando, Florida, Oct. 4-7, 2020!
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0
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Whatever brings you happiness, may you find it in abundance this Thanksgiving.
#HappyThanksgiving
from Commonwealth Financial Network!
0
3
14
In this year’s
@investmentnews
list of IBDs with the most CFPs, we proudly maintain the highest percentage of advisors who are
@CFPBoard
#CFPPros
—42%! We commend our advisors’ commitment to upholding the highest professional standards.
0
3
14
[PRESS RELEASE] Congratulations to
#advisor
@DebraBrede
, founder of D.K. Brede Investment Management Company, Inc., in Needham, Massachusetts, on being named one of
@barronsonline
Top 100 Women Financial Advisors for 2019:
0
1
14
Such an honor to have
@madeleine
,
@platon
, and
@kenblanchard
as speakers at
#CFNnational
! What was your biggest takeaway from their talks?
1
2
13
We're honored to accept the 2022
#Wealthies
Transition Support award in our category for Virtual Transition Support at tonight’s awards event! Thank you,
@wealth_mgmt
, for recognizing this program! Congrats
@N_DiBattista
and team on this win!
Congratulations
@CommonwealthFN
, winner of the BROKER-DEALERS: Transition Support category of the 2022 Wealth Management Industry Awards.
#Wealthies
0
1
5
0
3
14
Proud to share that our own Kate Creagh, Managing Principal, HR, was nominated for The Bob Gatti HR Leadership Excellence Award!
@NEHRLF
0
3
14
We're delighted some of our Commonwealth leaders and
#advisors
were in attendance at today's
@eventsbyIN
Women to Watch awards luncheon. Congratulations to all of the 2018
@investmentnews
#INW2W
honorees!
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1
14
Congrats to
@picklerwealth
’s
@david_pickler
and his family for raising over $165k for
@JDRF
, supporting
#T1D
research! David completed the
@runDisney
#DopeyChallenge
—48.6 miles in 4 races over 4 days, and still had energy to
#RaiseTheFlag
!
0
0
14
.
@melissahughes71
and Jenny Lynch from our Field Development team enjoyed networking at
#WAS2018
in
#Boston
today. Thanks for hosting such an empowering event for female
#finserv
leaders,
@eventsfromIN
!
0
0
14
We don’t just talk about community at
#CFNnational
—we live it. Hear from Commonwealth
#advisor
Ursula Daley, of Daley Financial Partners in Oak Brook, Illinois, about her first national conference.
#DiscoverCommonwealth
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2
12
From your friends at Commonwealth, we wish you a happy and safe Labor Day!
0
0
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Today, we honor those who sacrificed their lives in defense of our country. Please enjoy a safe and happy
#MemorialDay
.
0
2
14
Congratulations to the 2019
@InvestmentNews
#INw2w
list winners, including our own
#advisor
Lori Johndrow of
@JohndrowWealth
! We’re proud to see your achievements honored, and extend our appreciation for your dedication to advancing the
#finserv
industry:
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2
13
Bravo, Nancy DiBattista! Her expertise and conviction over the years have been instrumental in shaping decisions with firm-wide impact. In her position, she’ll continue to ensure that advisors and prospects receive the highest level of dedicated service and support.
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2
13
Our advisors are leading the pack! Once again, Commonwealth has the highest gross revenue per
#advisor
among independent broker/dealers, as reported by
@FAmagazine
this month:
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8
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Please join us in recognizing the many courageous women who have spoken out to break down barriers and paved the way for those who followed, including our own valiant and determined
#WomenOfCommonwealth
.
0
2
13
.
@iw_inst
ACE Nashville attendees, have you visited our team at booth 806?
@cbarbs1984
and Jenny Lynch are onsite to talk to you about ways our infrastructure can support the way you want to work.
#exceptionaladvisor
0
4
13
“Our world would not be what it is without
#philanthropy
and
#volunteers
,” says
#advisor
@CarrieCoghill
,
@investinothers
'
#IiOAwards
2018 Catalyst Award winner. Read more about Carrie's journey into
#givingback
and her passion for making a difference:
0
4
13
“I’m truly excited to be joining such a talented, enthusiastic community and am honored to take the reins and lead Commonwealth’s Legal team,” shares new SVP, general counsel,
@peggyho5
. We will rely on her expertise to move our firm forward in an evolving regulatory landscape.
0
1
13
[PRESS RELEASE] Congratulations to four Commonwealth-affiliated offices on being recognized as 2019 Best Places to Work for Financial Advisers as announced by
@investmentnews
:
#INBestPlaces
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0
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For 22 years, Kate Creagh championed employee experience, personal and professional development, wellbeing, and community. We’re grateful for the
#BestPlaceToWork
environment she created and the lasting impression she’s had on our lives!
0
3
13
Our
#advisors
are among the best in the
#finplan
industry! In this year’s
@investmentnews
list of IBDs with the most CFPs, we hold the highest percentage of advisors who are
@CFPBoard
#CFPPros
(42.6%) and the highest % increase of CFPs (20.9%):
0
4
13
Our
#CommonwealthCares
team assembled more than 20 care packages to provide comfort and relief to those in our community (or their family members) who are undergoing cancer treatment.
0
1
13