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RIA Roundup: Dakota Wealth Grows to $3 8B with Jonathan D Pond

Dakota, Mariner, Paragon, Cetera, tru Independence and Osaic all added advisors this week, while Berthel Fisher and Dynasty announced some executive changes

Berthel Fisher Embarks on Next Stage of Growth Vision with Senior Leadership Team Enhancements

Tom Berthel steps down as CEO of Berthel Fisher B-Ds, remains at holding company

Tom Berthel steps down as CEO of Berthel Fisher B-Ds, remains at holding company
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