Broker Check

Blog

Friday, December 29, 2023

Rita Robbins: Featured in WealthManagement.com's 2024 Market Outlook

Monday, November 27, 2023

Veteran wealth management executive, President of Affiliated Advisors, chosen for blazing the path for women in wealth management

Thursday, November 2, 2023

Founder and President, Jennifer Griffis, CFP®, APMA, recently founded Integrity Wealth Management and joining her is Financial Advisor Erin Bradley.

Friday, October 13, 2023

Women-focused firm is leaving Cetera to join leading OSJ of Osaic as its growth partner and to enhance client service delivery

Thursday, October 12, 2023

Growing firm is leaving Lion Street to join leading OSJ of Osaic as its growth partner and to scale client service delivery

Show All

Tuesday, October 10, 2023

Indiana firm is leaving LPL to join Affiliated Advisors, an Osaic super OSJ as its growth partner. Founder of Sentinel Wealth Strategies, Lisa Murray is a veteran financial advisor with over 20 years' experience.

Friday, September 8, 2023

Affiliated Advisors Named Winner in the Advisor Support Platforms Category for Thought Leadership in the WealthManagement.com 2023 Industry Awards New York, NY — September 8, 2023 — Affiliated Advisors, a leading advisor...

Wednesday, August 30, 2023

$120mm firm joins OSJ of Osaic, to accelerate firm momentum, improve productivity and scale client service delivery NEW YORK, Aug. 30, 2023 /PRNewswire-PRWeb/ -- Affiliated Advisors, a leading OSJ, announced today that...

Thursday, August 17, 2023

Rita Robbins: Featured in WealthManagement.com's 2023 Midyear Outlook

Tuesday, July 25, 2023

We are excited to share that Affiliated Advisors was recently featured in a captivating episode of the Financial Advisor Success Podcast with Michael Kitces. The episode showcased an exclusive interview with Rita Robbins, the visionary...

Tuesday, July 18, 2023

Every year, Affiliated Advisors gathers together our top advisors for a multi-day event of best practice sharing, networking and timely industry content from some of the top speakers in the industry. The idea and design for the retreat...

Tuesday, June 6, 2023

Affiliated Advisors, a leading advisor service and support platform, announced today that the firm has been recognized by wealthmanagement.com, as a Finalist in the Advisor Support Platform category for Thought Leadership.Affiliated...

Wednesday, May 24, 2023

Affiliated Advisors is thrilled to announce that Trisha Qualy, Managing Partner, has been appointed as a member of the inaugural NextGen Council at Advisor Group. The NextGen Council aims to shape the strategic direction of the...

Monday, April 24, 2023

Affiliated Advisors is proud to offer access to some of the industry’s most respected experts in marketing, client experience, technology, and a network of successful advisors supporting each other and providing a sounding board...

Friday, February 24, 2023

Meet our Operations Specialist: Ana Chicas!Ana has been a part of the Affiliated Advisors team for 10 years. She is the first contact for our network of advisors when they have questions or need assistance on operational items during...

Thursday, February 16, 2023

Trisha Qualy, Managing Partner with Affiliated Advisors, was featured as a keynote speaker at Advisor Group’s annual W Forum conference, held in San Diego, California from February 6-8, 2023. The event hosted over 600 financial...

Monday, February 6, 2023

Affiliated Advisors, a leading advisor service and support platform, announced today that the firm has undertaken a re-branding initiative to better reflect the growth and evolution of the company. As part of the new brand identity, a...

Thursday, January 26, 2023

Differentiating yourself within the increasingly competitive financial services landscape has become an imperative for advisors as building a successful practice goes beyond managing assets in today’s marketplace. It involves...

Wednesday, November 16, 2022

Affiliated Advisors, a leading advisor service and support platform, announced today that the firm has been recognized by InvestmentNews, as the first winner of its new Ascension Award* for business excellence and diversity.The...

Saturday, May 14, 2022

Trisha Qualy featured in Investment News

Thursday, March 31, 2022

Rita Robbins featured in Newsmax

Friday, March 18, 2022

Trisha Qualy featured by AdvisorGroup

Saturday, January 8, 2022

Trisha Qualy featured in HerMoney

Saturday, December 18, 2021

Trisha Qualy featured in MarketWatch

Saturday, December 18, 2021

Rita Robbins highlighted by InvestmentNews

Tuesday, December 14, 2021

Trisha Qualy featured in Investor’s Business Daily

Thursday, July 1, 2021

Trisha Qualy featured on the Technolog-Ag Podcast

Friday, June 18, 2021

Rita Robbins featured as W Forum Visionary

Friday, April 16, 2021

Rita Robbins featured in FA Financial Advisor