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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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Potential investor claims go through the roof at Berthel Fisher

Berthel Fisher reported open claims by investors of $32.1 million at the end of 2022, or almost eight times what it report the year before. ....

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