The redesigned site embodies the firm’s client-forward vision and commitment to giving independent financial advisers the products and services they need to serve clients.
The interface and user-friendly design provide an information platform for advisers to learn about Commonwealth’s offerings, including its Client360° technology platform, and resources for wealth management, practice management and compliance. Prospective employees can use the site for information on the firm’s values, benefits and career opportunities. Company policies and procedures are available for clients of Commonwealth advisers.
The site also has:
- A video overview of Commonwealth’s client-focused technology;
- Highlights of the company’s nonprofit organization, Commonwealth Cares;
- A monthly video by Brad McMillan, chief investment officer of Commonwealth, as well as access to McMillan’s blog, The Independent Market Observer; and
- Commonwealth advisers discussing their experiences with the firm in their own words.
More information is available here.