CFS at 20 Years: A New Chapter
This year, Commonwealth Financial Services celebrates its 20th anniversary as a firm. Over that time, we have made many changes. Those evolutions culminated this year as our firm became an independent Registered Investment Advisor. The financial services industry confuses many people. Many different firms serve different roles and the lines between them lead to confusion. Today on Wealth Wednesday, we try to clarify those roles. There are some important distinctions that impact how you seek planning and advice. In addition, we have introduced a new name into the mix. Charles Schwab now serves as our primary custodian. We explain the role and function of the custodian and why we
