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Park Avenue Financial Advisors Selects Affiliated Advisors for its Next Chapter of Growth

Affiliated Advisors

Wednesday, August 30, 2023

$110mm 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

Michael Kitces Podcast: The Evolution Of Super-OSJ Platforms To Support Independent Advisors

Affiliated Advisors

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...

2023 Affiliated Advisors Retreat

Tim Welsh, Nexus Strategy LLC

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...

Affiliated Advisors Named a Finalist in the 2023 WealthManagement.com Industry Awards

Affiliated Advisors

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...

Announcing NXG Council Members

Affiliated Advisors

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...

Advisor Spotlight: Rob Rafano

Affiliated Advisors

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...

Team Member Spotlight: Ana Chicas

Affiliated Advisors

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...

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 Re-brands with a More Modern Approach to the Independent Broker-Dealer Experienc

Affiliated Advisors

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...

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 wins Ascension Award

Affiliated Advisors

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...