Breakaway Implications: The Impact Your Firm Partner Can Have on Efficiency
by Commonwealth Financial Network, 11/1/22
Learn more about this firm
Membership required
Membership is now required to use this feature. To learn more:
View Membership BenefitsYou may think that going independent means you’ll have less time for client interactions—after all, you’ll have an office to run. Well, that’s not true for breakaway advisors who partner with the right firm. A Cerulli Associates study breaks down how much time breakaway advisors save by partnering with Commonwealth. You’ll get stats such as:
- 58 percent more face-to-face time with clients
- 28 percent less time on compliance
- 29 percent less time on trading and rebalancing
Take control of how you spend your time. Are you ready to make an informed decision about your independence? Get started today.
Membership required
Membership is now required to use this feature. To learn more:
View Membership BenefitsSponsored Content
Upcoming Webinars View All
June 12, 2023 at
02:00 PM EDT
- 1.0 CE credit
Put the Power of the Night into Your Portfolio

June 13, 2023 at
12:30 PM EDT
Simplify Access to U.S. Treasuries

June 13, 2023 at
01:00 PM EDT
- 1.0 CE credit
Barrier Income ETFs: The Latest Innovation in Defined Outcome Investing

June 13, 2023 at
02:00 PM EDT
- 1.0 CE credit
Are Clients Getting Paid to Wait? Why Sitting in Cash is Risky

June 14, 2023 at
01:00 PM EDT
- 1.0 CE credit
Monthly Income Generation in Today’s Volatile Markets

June 14, 2023 at
02:00 PM EDT
- 1.0 CE credit
Know Your Alternatives: A User’s Guide for Implementing Alternative Strategies

June 15, 2023 at
02:00 PM EDT
- 1.0 CE credit
As Market Uncertainty Looms, Think Defensively

June 20, 2023 at
02:00 PM EDT
- 1.0 CE credit
Distinctively Active: Navigating Investment Opportunities in a Transitioning Climate Environment

June 20, 2023 at
02:00 PM EDT
- 1.0 CE credit
Bonds Are Back – Now What?

June 21, 2023 at
01:00 PM EDT
- 1.0 CE credit
Serving the Ultra High Net Worth Client - Insights and Opportunities

June 21, 2023 at
02:00 PM EDT
- 1.0 CE credit
Why Tech and Industrial REITs Stand Out

June 22, 2023 at
01:00 PM EDT
- 1.0 CE credit
Navigating the muni market: How to stay ahead of the curve

June 22, 2023 at
02:00 PM EDT
- 1.0 CE credit
Securitized assets: diversifying with an active approach

June 23, 2023 at
02:00 PM EDT
- 1.0 CE credit
The Monthly Market Tune Up: Market News and Investing Strategies for Financial Advisors from Financial Advisors

June 26, 2023 at
12:30 PM EDT
Using NightShares’ NSPL to Tilt to the Night

June 26, 2023 at
02:00 PM EDT
- 1.0 CE credit
Captaining the Ship Amidst a Changing Interest Rate Backdrop

June 27, 2023 at
01:00 PM EDT
- 1.0 CE credit
How to invest in American Reshoring?

June 27, 2023 at
02:00 PM EDT
- 1.0 CE credit
Mid-Year Outlook for Stocks, Bonds and the Economy

June 28, 2023 at
12:00 PM EDT
- 1.0 CE credit
Finding Alpha from the Supply Chain and Energy Transformations

June 29, 2023 at
02:00 PM EDT
- 1.0 CE credit
How Long is Long Term for Equity Investors?

July 10, 2023 at
12:30 PM EDT
LiveCast: Energy Infrastructure Beyond Natural Gas: LNG and NGLs

July 14, 2023 at
02:00 PM EDT
- 1.0 CE credit
ROBO Global Indexes Q2 In Review: Index Updates & The Latest Happenings in Disruptive Tech
