This week, AdvisorHub’s CEO, Tony Sirianni talks with Marc Cohen and Gary Carrai, Executive Vice Presidents at LPL Financial. The three discuss packaging a suite of capabilities for advisors, the changing definition of independence, making educated decisions about your practice, and protecting an advisor’s legacy and perpetuating their philosophies.

 

IMPORTANT DISCLOSURE:

The views and opinions by the Financial Professionals are as of the date of the recording. These views may not be representative of the views of other Financial Professionals and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

AdvisorHub is a separate entity from LPL Financial.

MMI/Barron’s Industry Award (2022) – Wealth Management platform of the year: The award honors wealth management firms whose investment advisory platform exemplifies innovation in delivering better outcomes for investors and financial advisors.

Securities and advisory services offered through LPL Financial, a registered investment advisor and broker-dealer (member FINRA/SIPC).

For Financial Professional Use Only.

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This week, AdvisorHub’s CEO, Tony Sirianni talks with Paul Dietrich, Chief Investment Strategist and Art Hogan, Chief Market Strategist at B. Riley Wealth. The three discuss overestimating the strength of inflation and underestimating the strength of the economy, how consumer spending can decrease while the job market remains stable, real time vs. forward looking data, and building defensive investment strategies for clients.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Trap Kloman, President & COO at Commonwealth Financial Network. The two discuss the importance of community between advisors, creating operational efficiencies, growth through acquisition vs. earning new business, and helping young advisors learn the relationship and social skills needed to be successful.

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This week, AdvisorHub’s CEO, Tony Sirianni talks with Tom Sagissor, President of RBC Wealth Management-U.S. The two discuss the financial advisor and client experience, the commoditization of tech in our industry, providing clients with a plan and peace of mind, and being in the human capital business.

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This week, AdvisorHub’s CEO, Tony Sirianni talks with Paul Dietrich, Chief Investment Strategist and Art Hogan, Chief Market Strategist at B. Riley Wealth. The three discuss how inflation makes an already turbulent market worse, the similarities of this market to those in the past, how the new globalization of the economy makes this environment different, and having a good defensive plan for your clients.

The views expressed are those of the presenters and do not necessarily reflect the views of B Riley Wealth or its affiliates. B. Riley Wealth, nor its affiliates, makes no representation concerning and does not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion or view presented.

This week, AdvisorHub’s CEO, Tony Sirianni talks with Chris Mone, Partner and Head of Wealth Management at Wedbush Securities. The two discuss conflicting messages on the economy, market turbulence impacting clients’ overall plan, building trust through deep relationships with clients, and giving advisors the freedom and flexibility to grow their business.

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This week, AdvisorHub’s CEO, Tony Sirianni talks with Brad McMillan, Chief Investment Officer at Commonwealth. The two discuss the importance of not overreacting to market changes, the value of giving clients perspective, how performance plus communication drives growth, and using facts and intelligence to help advisors help their clients.

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This week, AdvisorHub’s CEO, Tony Sirianni talks with Scott Wilson, COO/Managing Director at Kestra Private Wealth Services.  The two discuss combining the best of regionals and wires, the role of real estate in private wealth management, the difference between RIAs and independents, and the launch of Bluespring Wealth’s succession planning solutions.

 

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This week, AdvisorHub’s CEO, Tony Sirianni talks with Tad Edwards — Chairman and CEO of Benjamin F. Edwards & Co. The two discuss how advisors are now looking for equity in their firms, creating RIA and investment banking models with M&A capabilities, helping clients navigate through turbulent markets, and nurturing an independent and entrepreneurial spirit.

With a legacy spanning 135 years over five generations of the Edwards family, Benjamin F. Edwards today is an entrepreneurial wealth management firm. The growing national firm is now in 30 states with 83 locations, and close to $40 billion in assets under management. It remains true to its Golden Rule roots with regard to treatment of clients, financial advisors and employees. The home office in St. Louis knows advisors by name and eschews advisor and client call centers. Leveraging the firm’s distinguished heritage and vision for the future, advisors have the option to be employees of Benjamin F. Edwards or can choose an independent affiliation with the firm’s RIA, Edwards Wealth Management.

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This week, AdvisorHub’s CEO, Tony Sirianni talks with the co-founders of Dynasty Financial Partners — Shirl Penney, President & CEO and Ed Swenson, COO. The three discuss an acceleration of the independence movement, owning and controlling your business and destiny, being educated before making the move to independence, and discovering if independence is right for you.

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