Large Advisory Team Joins Commonwealth

A long-time Securities America advisory firm with nearly $465 million in assets under management has joined Commonwealth Financial.

By Rethinking65

A long-time Securities America advisory with nearly $465 million in assets under management has joined Commonwealth Financial Network.

Trusted Wealth Partners, based in Omaha, Neb., includes partners Clint J. Eikmeier, CPA; Jim Lammers, CFP, CLU, ChFC, BFA; Mark Slattery, CFS; Matt Peters, CFP; Nathan Brobst, CFP, CExP; and a seven-person support staff.

The full-service, fee-based firm uses a team approach that exposes its clients to both its senior and next-gen advisors. It offers investment management, financial planning, retirement and estate planning, and insurance services to address all aspects of a client’s financial life.

Trusted Wealth Partners said it was drawn to Commonwealth’s commitment to providing specific support — including advanced planning and investment management and research — to help reach its growth goals.

More than 2,100 independent financial advisors overseeing more than $242.9 billion in assets as of December 31 are affiliated with Commonwealth, based in Waltham, Mass.

Latest news

Losing a Spouse Hits Most Women Hard Financially: Thrivent

Many widowed women had no financial conversations or plans in place before their spouse died, Thrivent's new survey finds.

Schwab Survey Finds Increased Opportunities for Advisors

Americans are most likely to seek financial guidance from an advisor, and three-quarters avoid social media influencers, the survey reveals.

The Sky’s the Limit for CEO Pay

Companies now must disclose how much CEO stock holdings increase when the market rises.

Advisors Boost Allocation to Private Markets as Client Interest Grows

Over half the investment advisors surveyed by Hamilton Lane plan to allocate 10%+ of clients’ portfolios to private markets this year.

Virginia Leads in Personal income, West Virginia is Last: WalletHub

A new WalletHub report lets you see how your state ranks in personal income for the top 5%, bottom 20%, and total population.

FPA: Financial Planners Still Prefer ETFs in Client Portfolios

The FPA and Journal of Financial Planning's annual trends survey also finds advisors are bullish on the economy, but only in the short term.