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Wealth Management
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Retirement Consulting
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Tech InsighT
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Compliance & Regulation
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Four-Corner Marketing
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Practice Management
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The Bulletin Board
eCBR
Operations
Save Time and Money by Transacting Business
Electronically Through Commonwealth
— Mark Feldhusen
As snail mail moves slower than ever and overnight
delivery costs continue to rise, it’s good to know that
Commonwealth offers a variety of ways to expedite
document submission and money movement securely
and conveniently. Learn more about the types of client
paperwork and requests you can submit electronically.
Compliance & Regulation
Could Your Practice Fall Victim to Fraud?
— John Clark
As an independent financial advisor, you must run a
business, oversee your clients’ finances, and adhere to
both regulatory and firm requirements, to name just a
few responsibilities. With everything else you have to
do, guarding against fraud may not be top of mind.
But, given the variety of fraudulent schemes out there,
it’s a critical aspect of managing your practice. Here,
we offer a number of basic strategies you can use to
mitigate the risk of fraud in your practice.
Tech InsighT
Protecting Yourself and Your Clients from Tax Identity
Theft: The Basics
— Michael Sundberg
A report recently published by the U.S. Treasury Inspector
General for Tax Administration said that 1.6 million
Americans were victims of ID theft or tax refund crimes
through June 2013, up from 1.2 million taxpayers in all
of 2012. We’ve put together a list of best practices for
protecting yourself from tax-related scams, as well as
guidelines for what to do if you are a victim.
The Bulletin Board
Names in the News
— Jacquelyn Marchand
Read about Commonwealth advisors who have been
recognized by and quoted in the financial industry press.
