UNLOCK THE POWER OF THE VAULT

From the C Suite with Commonwealth’s Joe Deitch: Recognition he didn’t know enough helped him save the firm

February 17, 2016

The collaborative chairman — and Tony Award winner — learned to listen and wait for consensus, at least most of the time

Feb 12, 2016 @ 12:30 pm | By Liz Skinner | Investment News

Joseph Deitch didn’t study business before starting advisory firm The Cambridge Group in 1978 or before founding broker-dealer Commonwealth a year later.

But the Boston born, international relations major succeeded with both until national market conditions started pulling financial institutions under in the 1980s.

With some help, he managed to right Commonwealth Financial Network, and the Waltham, Mass.-based company now boasts 1,650 advisers, $100 billion in assets and 775 employees.

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Second Annual Blue Vault Broker Dealer Educational Summit 2016
Broker Dealer Educational Summit 2016
April 14, 2016

The Blue Vault Summit could not have been more perfectly timed. This gathering of the Broker Dealer and Sponsor communities provided insightful and open discussion from several vantage points. These conversations are paramount, especially in a time of significant regulatory change.