Tony Sirianni

1 week ago | advisorhub.com | Tony Sirianni

Q:  In a choppy market, it’s natural for financial advisors to want to reassure clients by discussing the importance of “staying disciplined” and trying to “minimize losses” and using “non-correlated” assets to help smooth out volatility. Can you tell us why that’s the wrong approach? Sometimes words and approaches that seem clear to industry professionals do not land as intended with end investors.

2 weeks ago | advisorhub.com | Tony Sirianni

AdvisorHub’s Publisher & CEO — Tony Sirianni — asked executives from top firms their thoughts on the wealth management industry. Here is how Jason Bourgo, CFP® — Divisional President at Steward Partners responded. We learned you recently joined Steward Partners as Divisional President of the Southeastern Division. How did you join Steward Partners at this part of your career?

3 weeks ago | advisorhub.com | Tony Sirianni

AdvisorHub’s CEO, Tony Sirianni talks with Michael Purpura — President of Wealth Management at D.A. Davidson. The two discuss how markets can impact recruiting, keeping consistency and stability during a turbulent economy, employee equity ownership, efficiencies that can be driven by A.I. technology, building wealth and enterprise value, and D.A. Davidson being independent for 90 years. Learn more about D.A. Davidson.

3 weeks ago | advisorhub.com | Tony Sirianni

AdvisorHub’s CEO, Tony Sirianni talks with Michael Purpura — President of Wealth Management at D.A. Davidson. The two discuss how markets can impact recruiting, keeping consistency and stability during a turbulent economy, employee equity ownership, efficiencies that can be driven by A.I. technology, building wealth and enterprise value, and D.A. Davidson being independent for 90 years. Learn more about D.A. Davidson.

1 month ago | advisorhub.com | Tony Sirianni

AdvisorHub’s Publisher & CEO — Tony Sirianni — asked executives from top firms their thoughts on the wealth management industry. Here is how Aaron Williams – Chief Growth Officer, Alden Investment Group responded. So it only takes a little digging to see that Alden is more than just a standard stand-alone RIA hooked up to a custodian—how do you describe it? Alden is a modern wealth platform purpose-built to deepen advisor-client relationships and remove friction from growth.