Blog

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...