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Cetera CEO on AI: We re Getting WedMD d, So Get Ready

Cetera CEO Mike Durbin compared generative AI's impact on the industry to WebMD, with consumers and institutions having simultaneous access to innovation.

Jonathan kleinMike roseAndrew christoffersonAdam malamedMellon pershingMike durbinRaymond jamesNoelle russellShannon reidMitch bellAi leadership instituteFinancial services instituteFinancial servicesBerthel fisher coRaymond james independent contractors divisionSanctuary wealth

Kim Chapman Elected to FINRA s National Adjudicatory Council

/PRNewswire/ Berthel Fisher Companies a leading wealth management, investment management, and insurance solutions provider today announced that Kim.

Cedar rapidsUnited statesJoseph kuo michael duganKen norensbergKim chapmanBerthel fisherAndrew christoffersonHaven tower groupRegional committeeFinancial industry regulatory authorityLuxor financial groupPrnewswire berthel fisher companiesBerthel fisher companiesNational adjudicatory councilSecurities management researchFirm seat

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

United statesMerrill lynchJohn anninoAnne crabbeStacy costnerJoe duranJanet byasLeslie dentingerTerry fleischmanGordon rossPeter raimondiBrian ruppJennifer dorganJoanna schaulBobby yountBerthel fisher

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

/PRNewswire/ The Berthel Fisher Companies (Berthel Fisher or the "firm") a leading wealth management, investment management and insurance solutions.

Cedar rapidsUnited statesAndrew christoffersonPaige swartzendruberTom berthelBerthel fisherJoanna schaulJoseph kuo michael duganBrian ruppBerthel fisher companiesBusiness developmentInsurance agencyBerthel fisher companySecurities management researchBerthel fisher holding companyBerthel fisher company insurance

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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Paige swartzendruberBerthel fisherJoanna schaulBrian ruppTom berthelAndrew christoffersonFinancial servicesExchange commissionFinancial services incFinancial industry regulatory authority incBerthel fisher coFocus reportsFinancial industry regulatory authority