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August 7, 2017

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Article: Case study on an independent broker dealer that focuses on fee-based business.

December 4, 2018

 

Financial Planning magazine completed an expose of Commonwealth Financial Network, an independent broker dealer that earns approximately 64% of its revenues from fee-based business. The article provides insight into the sea change of advisers migrating to a fee-based model, and offers implications for direct investment sponsors on where their clients are going. Click on the link below to read the entire article:

 

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