Blog

Ten Affiliated Advisors partner advisors earned Osaic's highest honors this year. Three qualified for Ovation 2026, and seven for Odyssey 2026. Their success reflects consistent client service and smart practice management.

New accelerator program Equity Uplift transforms advisory practices into high-value enterprises. With the support of Affiliated Advisors, measure value, strengthen core drivers, and execute a roadmap for maximum equity at monetization.

Ever Wealth was named Business of the Year at the 2025 Duesy Awards by the DeKalb County Chamber. The Auburn, Indiana firm was recognized for community involvement, including teaching classes, volunteering, and coaching local teams.

Trisha Qualy, Managing Director at Affiliated Advisors, earned a spot on InvestmentNews' Rising Stars 2025 list for her excellence in wealth management. She credited her team's dedication and said the honor motivates her continued growth.

Trisha Qualy of Affiliated Advisors earned recognition as a 2025 Finance & Commerce Top Woman in Finance, joining 36 other leaders shaping Minnesota's financial sector. Honorees will be celebrated November 13 in Minneapolis.

Trisha Qualy of Affiliated Advisors was featured in Financial Planning discussing OSJ partnerships for advisors. She emphasizes how advisors should honestly assess how they want to spend their time—focusing on client service vs. operations.

Firm Captures Second Win Following 2023 Thought Leadership Honors Affiliated Advisors captured the 2025 WealthManagement.com Industry Award in the Advisor Support Platforms category for its Synthesis Advisor Program at the prestigious...

AFC Planning Group joins Affiliated Advisors and Osaic from LPL Financial. Founded in 2008 by Lou Addesso and Frank Fattizzi, AFC serves high-net-worth clients as well as small and medium sized businesses, managing $110m in client assets.

Affiliated Advisors' Trisha Qualy was featured in Financial Planning discussing wealth management industry trends and the critical crossroads between M&A consolidation and organic growth while preserving personalized advisor service.

Alan Johnson of Encore Financial was recently featured in Barron's, highlighting how financial advisors can successfully manage difficult client relationships in today's complex wealth management environment.

At Affiliated Advisors' ADVANCE Retreat, 100+ financial advisors learned to ask 'who' not 'how'. Outsourcing investment work yields $14.5M more annually vs 800+ DIY hours. Core messages: leverage partnerships and work smarter not harder.

Affiliated Advisors partner Andrew Nickoletos of Precision Wealth Solutions featured in CIO Business Leaders for client-focused wealth management. Overcame early challenges through consistency.

Our flagship ADVANCE Retreat is just around the corner, taking place June 25-26 at the stunning Omni Viking Lakes resort. We couldn't be more excited to gather with independent advisors for a retreat focused on forward-thinking...

Wealthies Award nominee Affiliated Advisors transforms financial advisor training with Synthesis Program. Previous 2023 winner recognized for innovation.

Affiliated Advisors adds 30 advisors with $1.5B in assets during Q1 2025, boosting total AUA to $7B across 150 professionals. The Osaic Super OSJ offers programs for next-gen advisors, succession planning, and fee-only RIA affiliation.

Financial Planning features Jeannie Jackson of Eagle Creek Financial Advisors, proving solo advisors can thrive despite industry consolidation.

Ever Wealth's $170M AUM team joined Osaic via Affiliated Advisors, as featured in InvestmentNews. The article highlights their move to independence, Affiliated Advisors' growth, and the support driving their success.

Affiliated Advisors’ Synthesis program, featured in Barron's, supports advisors at every stage—from entry-level to experienced practice owners—with tailored training and career growth strategies.

Affiliated Advisors launches Synthesis Advisor Program to address wealth management talent gaps. The three-tiered initiative tackles the 70% industry exit rate of first-year advisors through EntryPoint, LaunchPad, and GrowthCatalyst stages.

Affiliated Advisors reached $5 billion in assets under advisement through organic growth and strategic M&A. Now supporting 100+ advisors with 60 staff, the firm helps advisors focus on growth, achieving 15-40% growth rates for many clients

Financial Advisor magazine features Affiliated Advisors' Synthesis Program supporting next-gen advisors through EntryPoint internships, LaunchPad independence support, and GrowthCatalyst M&A guidance.

Freedom Capital Management (FCM) has welcomed Curtis Mullins to its team. Curtis brings 20 years of experience helping families and individuals plan their financial futures. Starting at a small firm before moving to Merrill Lynch,...

Affiliated Advisors launches Synthesis Advisor Program to support NextGen financial advisors through three stages: EntryPoint (internships/W-2 positions), LaunchPad (independence transition support), and GrowthCatalyst (M&A opportunities).

Affiliated Advisors announced today the creation of a new recognition program designed to honor financial professionals who demonstrate exceptional dedication to community service. The Affiliated Advisors' Advocate Award will celebrate...

Managing Partner Trisha Qualy and President Rita Robbins recently published a new article in the just-released Wealth Management 2025 Outlook, addressing one of the industry's most pressing challenges: next-generation leadership...

In the competitive field of financial advisory, independent brokerages are vying for top talent, particularly certified financial planners (CFPs). A recent industry study revealed that many large firms are reluctant to disclose their...

Fostering Collaboration: The Launch of Our Monthly Admin Staff Roundtable In the fast-moving world of financial services, the backbone of a successful advisory firm is often its administrative staff. Recognizing this, Affiliated...

Financial Planning features Affiliated Advisors President Rita Robbins in "IBD Elite 2024: The Myth of Big Versus Small," detailing the ways these firms are nimbly evolving to meet the demands of financial advisors and clients.

Now in its 3rd year, the annual Affiliated Advisors Retreat was held at the iconic Tarrytown House – the Nation’s very first conference center – located in the heart of historic and bucolic Tarrytown, NY. Designed to be the annual...

Tom Rippberger of Affiliated Advisors discusses independence in financial advising, stressing transparency, thorough research, understanding conflicts, and client-first focus.

Tom Rippberger of Affiliated Advisors discusses advisor movement trends, with data shows diverse firm choices. He advises thorough research, highlighting unprecedented options. Concept of 'independence' evolves as advisors prioritize fit.

Affiliated Advisors has been nominated for a 2024 Wealthmanagement.com Industry Award, known as "The Wealthies," in the Advisor Support Platform category. This nomination follows our win in the Thought Leadership category last year.

Industry veteran Rita Robbins discusses evolving finance landscape on podcast, stressing adaptability and relationship-building. She highlights progress for women in finance, engaging next-gen clients, AI's impact, and succession planning.

Industry leading Advisor Support Platform stands the test of time, weathers multiple market cycles and grows to $4 billion

Former Ameriprise Firm with $210 million in Client Assets Joins Affiliated Advisors, One of Osaic's Largest Enterprise OSJs

Today’s Growth Mandate

Rita Robbins

Friday, December 29, 2023

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

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

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

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

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

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.

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...

$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...

Worried Investors = Opportunities for Advisors

Rita Robbins

Thursday, August 17, 2023

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

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...

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...

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...

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...

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...

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...

W Forum Visionary - How to Run Your Race

Trisha Qualy

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...

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...

A Model for Success - Advisor Talk with Frank LaRosa

Rita Robbins

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...

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...

Advisers caught between Fidelity, DOL on using crypto in 401(k)s

Trisha Qualy

Saturday, May 14, 2022

Trisha Qualy featured in Investment News

Fidelity Chairman Ned Johnson: A Retirement Savings Industry Titan

Rita Robbins

Thursday, March 31, 2022

Rita Robbins featured in Newsmax

Hear it from Trisha

Trisha Qualy

Friday, March 18, 2022

Trisha Qualy featured by AdvisorGroup

The January Effect: Is it real and should you worry?

Trisha Qualy

Saturday, January 8, 2022

Trisha Qualy featured in HerMoney

Women Advisor Summit 2021

Rita Robbins

Saturday, December 18, 2021

Rita Robbins highlighted by InvestmentNews

Your financial planner wants to manage all your retirement assets. Is that a good idea?

Trisha Qualy

Saturday, December 18, 2021

Trisha Qualy featured in MarketWatch

Advisor Want to Hit the Ground Running

Trisha Qualy

Tuesday, December 14, 2021

Trisha Qualy featured in Investor’s Business Daily

Remote Leadership

Trisha Qualy

Thursday, July 1, 2021

Trisha Qualy featured on the Technolog-Ag Podcast

Embracing the Third Phase of Life

Rita Robbins

Friday, June 18, 2021

Rita Robbins featured as W Forum Visionary

How Financial Advisors Can Best Approach Post-Pandemic Digital Marketing

Rita Robbins

Friday, April 16, 2021

Rita Robbins featured in FA Financial Advisor