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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. ....

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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. ....

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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 ....

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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. ....

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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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