Commonwealth Financial Network

Ever wondered what a day at Commonwealth really looks like? Follow along as social media specialist Kayla Leonard takes you behind the scenes of a typical day of collaboration, problem-solving, and learning in our Waltham office (fueled by more than a little cold brew). Kayla started working with us as a member of our Sales team and, as her career goals evolved, found her next opportunity on the Social team. Your career path isn’t set in stone—with Commonwealth, you can grow in the direction that’s right for you. From meaningful work to a culture that supports growth, this is what it means to build a career you love. Find out more about open job opportunities, and consider starting your next chapter with us. https://bit.ly/3F7aT0b #commonwealth #dayinthelife #careergrowth

The future of wealth management is brighter because of these women. Congratulations to the 19 Commonwealth advisors honored on the Forbes/SHOOK Research® 2025 Top Women Best-In-State Wealth Advisors list! A special salute to Virgil Kahl, CPA, CFP®, for also earning a spot on the Top Women Wealth Advisors list. Your dedication to your clients and the industry raises the bar for excellence. We’re proud to support your journey. *2025 Forbes Top Women Best-in-State Wealth Advisors, created by SHOOK Research. Presented in 02/2025; based on data gathered from 09/2023-09/2024. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit bit.ly/4b2lUvR *2025 Forbes Top Women Wealth Advisors, created by SHOOK Research. Presented in 02/2025; based on data gathered from 09/2023-09/2024. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit. For more information, visit bit.ly/4b2lUvR #financialadvisor #commonwealth #womeninfinance Valerie Leonard Nichole D. Raftopoulos, CFP®, CDFA™, AIF®, MPAS℠ Spring Ridge Financial Group Carrie Coghill Kim Dignum, CFP® Plan to Prosper - Coronado, CA Back Cove Financial EverThrive Financial Group® Riverstone Wealth Partners LLC Lumitas Wealth Strategies Blakely Financial, Inc VISTA Wealth Strategies LLC United Iowa Financial Thorley Wealth Management, Inc.

Since 2003, Ray Acchione, CFA®, director of asset management, PPS Direct, has been pushing boundaries at Commonwealth—creating tech solutions that help advisors meet their clients’ evolving needs. Today, he and his team handle all operations and trading for PPS Select, PPS Direct, and Custom Trading Services. Among Ray’s crowning achievements? The Preferred Portfolio Services® (PPS) Direct Mutual Fund/ETF program—a turnkey wrap program with portfolio management provided by well-established institutional subadvisors. It’s a powerful solution, and Ray has been instrumental in shaping it. “Commonwealth culture is one of constant improvement," Ray says. “There is a lot to be proud of. I have been involved in the launching of many products and had a chance to work with a lot of great, intelligent people.” A key player in developing our outsourced investment management solution, PPS Select, Ray has led its growth from ideation to launch to iteration. He prides himself on leading a team that has tuned their ears to advisor needs—always listening, brainstorming, and building. 🚀 “Advisors asked for a low minimum option, so we developed it,” Ray says. “And at the same time, advisors wanted a personalized index product for high-net-worth clients, so we developed that, too.” The result? A platform that gives advisors time back to focus on what matters: building strong client relationships. “The Commonwealth team does all the research—reviewing the models and funds and executing the due diligence. And there are many, many models, all created based on investor needs,” Ray explains. Want to join a company where innovation and collaboration thrive? Check out the open roles here. https://bit.ly/3Wi49TM #investmentmanagement #investmentroles #fintech

How can the financial advisory profession attract the next generation? “As an industry, we need to first reframe what it means to be a financial advisor,” said Kristine McManus, CRPC®, chief advisor growth officer, in an interview with CFA Institute. “It’s a lot of problem solving and relationship building. There are a lot of people that would be great candidates—they just haven’t thought of the job in that way.” Read more: https://bit.ly/41A8nZ6 #financialadvisor #nextgen #careerchange

Humility is great, but what if a little bit of bragging could score some FUNDS for your favorite nonprofit? We see you making a difference through your charitable work—and now it’s time to amplify that impact. Whether it’s you or a peer making a difference, the Invest in Others Charitable Foundation Awards could turn your generosity into $100,000 for your nonprofit. Like a smart investment, this application needs attention. Don’t wait—the deadline is March 21. Apply now: https://bit.ly/2CSNGxu #commonwealth #iioawards #investinothers

Making the move from a wirehouse to independence requires strategy—but the rewards are worth it. With payouts of 85%–95% (far beyond the typical 28%–55% payouts at wirehouses), going independent means taking control of your future. Our latest Insights article outlines the key steps to build, grow, and optimize your firm for long-term success. https://bit.ly/4kc7Aoq #commonwealth #financialadvisor #independentadvisor

Congratulations to the 31 powerhouse Commonwealth teams who made the 2025 Forbes Best-in-State Wealth Management Teams list! As financial lives grow more complex, these teams are rising to the challenge—bringing together top specialists to provide expertise and highly personalized strategies. Their commitment to excellence and client success truly sets them apart. We’re sending them all a well-deserved round of applause!  *2025 Forbes Best-in-State Wealth Management Teams, created by SHOOK Research. Presented in January 2025 and based on data from March 2023 to March 2024. 11,674 management teams were considered, and approximately 5,300 teams were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://lnkd.in/dvfjMz_r.    #commonwealth #financialadvisor #wealthmanagement

A classically trained chef, Mary Schulz, AIF®, RICP®, transitioned to the financial advisory industry in search of work-life balance. Since founding Schulz Financial Group in 2014, Mary’s team has focused on providing families with tailored recipes for lifestyle planning and wealth management. Now, Mary’s made another move: joining Commonwealth with the goals of refreshing her brand, becoming even more indispensable to clients, and opening a Hawaii-based office. “I chose Commonwealth for the culture, the people, and the warm, genuine hospitality paired with innovative tech,” she explained. Learn more about Schulz Financial Group’s commitment to helping clients build wealth and plan for what’s next in life. https://bit.ly/4gRePze #commonwealth #financialadvisor #financialplanning

Retaining clients takes work—but it pays off. With 44 percent of clients planning to switch, add a new provider, or move assets in the next three years, the last thing you want to feel is “would have, could have, should have. . .” See the retention action plan in a recent InvestmentNews article from chief advisor growth officer Kristine McManus, CRPC®. https://bit.ly/4329T7F #commonwealth #financialadvisor #clientretention 

Can’t keep up with the headlines lately? 📰In this month’s Market Observatory episode, Chris Fasciano and Sam Millette press pause on a frenetic news cycle to take a level-headed look at the financial landscape. Listen up for analysis on: ➡️Why the Fed declined to cut interest rates 📈Earnings growth expectations across diverse sectors and industries     💰Where fixed income fits into portfolio diversification strategies   👀And yes, tariffs. #commonwealth #tariffs #financenews