White Paper

2023 Economic and Market Outlook

What could go wrong—or right—for the economy and market in 2023? A lot, it turns out. Read Commonwealth’s Outlook for more on what they’ll be watching and why CIO Brad McMillan says he sees brighter skies ahead.

Video

Breakaway Implications: The Impact Your Firm Partner Can Have on Efficiency

Commentary

What Will Q3 2022 Earnings Look Like?

When you look at expectations for corporate earnings for the third quarter, you get a bunch of mixed messages.

Commentary

Is the Labor Market Weakening? A Jobs Report Preview

The latest jobs market headlines have been discouraging.

Commentary

The Bear Market Is Back

We are now in another downswing in the ongoing bear market.

Commentary

Markets React to Inflation Surprise

Yesterday’s inflation print was a big surprise—a bad one.

Commentary

Looking Back at the Markets in August and Ahead to September 2022

August was a resumption of the earlier pullback after a surprisingly strong July.

White Paper

Transitioning Your Practice the Way You Want

47 percent of industry assets are managed by advisors over the age of 55, and 49 percent of the advisors retiring within the next 10 years are solo practitioners. This means a relatively steady stream of advisors will enter retirement each year. In Transitioning Your Practice the Way You Want, you'll learn how independence affiliation models expand an advisor’s range of succession planning options, while creating opportunities for next-gen advisors looking to grow their practice through mergers and acquisitions.

Commentary

Why Is the Market Going Down?

The big question on everyone’s mind is, why is the market going down?

Commentary

Looking Back at the Markets in July and Ahead to August 2022

July was a surprisingly good month for financial markets, with the greatest monthly gains since 2020.

White Paper

Managing the Independent Practice

Independence has been the fastest-growing form of advisor affiliation over the last decade. Many affiliation models exist within that space, giving you the freedom to decide what’s best for your firm and vision. Learn how choosing the right partner allows you to run your own practice without giving up critical resources and support.

Commentary

Time to Panic About the Strong Dollar?

One of the headlines I have been asked about recently is the strong dollar. People are concerned about what it means, how it could hurt the U.S. economy, and, of course, how it will affect their investments. Good questions all.

Commentary

The Road Ahead for Fixed Income

One of the most surprising things to come out of the first half of 2022 was the walloping fixed income investors received from bonds. The Bloomberg U.S. Aggregate Bond Index posted its worst 12-month return in its entire history, which caused many investors to shed exposures, particularly longer-term sectors.

Commentary

2022 Midyear Outlook: Slow Growth Ahead?

As we move into the second half of 2022, there are lots of things to worry about.

White Paper

Focus on the Experience

The client experience—from both an advisor/firm and advisor/client perspective—is a differentiating factor in an independent advisor’s success. In Focus on the Experience, the second white paper in a four-part series with Cerulli Associates, you’ll learn how partner firms can support advisors and why choosing the right firm partner will allow you to create the optimal client experience to build strong, lasting relationships.