Added on October 2023 in M&A Issues
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Summary: As the former chief executive of Advisor Group and Cetera Financial Group, Roth ran giant broker-dealer networks during the financial crisis and the bull run in the stock market that materialized afterwards. He’s now managing partner of his own consulting firm, RLR Strategic Partners, and a member of the board of Oppenheimer & Co. Inc., as well as holding other positions in the industry.
Added on October 2023 in Form an RIA
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Summary: Advisors who are willing to step outside their comfort zones can make a difference in their communities, and for themselves, by volunteering to offer pro bono financial planning to those in need.
Added on October 2023 in Form an RIA
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Summary: Financial advisors today have access to many technology tools, including a growing number of artificial intelligence applications. However, effectively integrating these tools can be challenging. This article examines three key use cases where AI can benefit financial advisors: practice management, client engagement and prospecting.
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Summary: That’s the message Bruce Ensrud, wealth advisor and founding partner of Parable Wealth, wants to convey to advisors attending the Advisor Insights Lab.
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Summary: You might be chatting on the commuter train with a friend, talking with someone over drinks or have been introduced to a person who said: “I already have an advisor.”
