Commonwealth Hosts 2021 National Conference for Financial Advisors

Flexibility, connection and future orientation are emphasized throughout this three week event

WALTHAM, Mass., November 16, 2021– (BUSINESS WIRE) – Commonwealth Financial Network®, a national firm dedicated to providing advisor-centric business solutions, celebrated its community of advisors for thriving during a difficult year at its annual national conference, held virtually from October 25 until November 11, 2021.

Commonwealth and its more than 2,000 Affiliate Advisors have experienced phenomenal growth during 2021. CEO Wayne Bloom reported that commission income has increased 28% since the start of the year; Preferred portfolio services® (PPS), our managed accounts platform, reached over $ 155 billion; and the total assets under the care of our advisors now exceed a quarter of a trillion dollars*.

“Our advisors have done an exceptional job in these unprecedented times, supporting their clients, running their businesses and giving back to their communities,” Bloom said. “We thank them for allowing us to be a trusted partner, for all they bring to our community and for all they do for their customers.”

The Annual Conference is the premier event for Commonwealth Councilors and this year provided a very immersive experience. Attendees participated in over 95 live and on-demand sessions led by over 70 speakers, with offerings including educational content, keynote presentations from the Commonwealth leadership team, panel discussions and networking opportunities .

Management shared key updates on the firm’s suite of innovative and personalized offers for advisors. This included the company’s cloud-focused strategy to deliver digital solutions that improve advisor productivity, critical cybersecurity initiatives to keep advisors and their clients safe, and Commonwealth’s commitment to helping advisors navigate the regulatory landscape, meet compliance needs and sustain their businesses.

“Listening to our advisors, we knew that delivering meaningful content that attendees could engage with – in a format that fits comfortably into their busy daily schedules – would be essential for a successful conferencing experience,” said Jessica Fougere. , vice president president, conferences, events and community. “With these needs in mind, we extended our conference to three weeks and developed a library of on-demand sessions, allowing counselors to view over 50 hours of educational content at their convenience. We thank everyone who has partnered with us and contributed to the success of this virtual event, and we look forward to bringing our entire community together safely in the future. “

Additional presentations and panels covered trending consulting topics including adapting to the practice of the future, exploiting opportunities with ESG investing, developing community inclusion strategies for growth. of the business, building scale and capacity, capturing acquisition opportunities and understanding multigenerational planning opportunities.

To support businesses that inspire sustainability and awareness, the Commonwealth hosted giveaways for attendees from businesses that make their products locally, invest in employees in their community, work with recycled materials and donate a portion of their benefits for the protection of our planet.

True to the Commonwealth’s long-standing tradition of recognizing exceptional leadership in his field and community, Nichole Raftopoulos, President and CEO of Nvest Financial Group in Kennebunk, Maine, received the 2021 Special Service Award. “From her role on the Commonwealth and Women’s Councils to her involvement in women’s and animal shelters, her volunteer work for U.S. veterans and supplying troops through Operation: With Love From Home, Nichole tirelessly serves his community, ”said Bloom. “We couldn’t be prouder that she and the Nvest team are part of our Commonwealth family.”

*As of 09/30/21

About the Commonwealth Financial Network®

Commonwealth Financial Network, FINRA / SIPC Member, a registered investment advisor, provides a suite of business solutions that empowers over 2,000 independent financial advisers nationwide. JD Power ranks Commonwealth “# 1 in independent advisor satisfaction among financial investment firms, eight times in a row.” Private since 1979, the company is headquartered in Waltham, Massachusetts, and San Diego, California. Learn more about Commonwealth by visiting www.commonwealth.com.

Commonwealth received the highest score in the Independent Advisor segment of the JD Power Financial Advisor Satisfaction Surveys 2010, 2012, 2013, 2014, 2018, 2019, 2020 and 2021 on Client Satisfaction Among Financial Advisors. Visit jdpower.com/awards.

See the source version on businesswire.com: https://www.businesswire.com/news/home/202111160005999/en/

Contacts

Jacquelyn Marchand
Director, Corporate Communications
Commonwealth Financial Network
781.902.9584
[email protected]
www.commonwealth.com

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