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Park Avenue Financial Advisors Selects Affiliated Advisors for its Next Chapter of Growth
$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...
Read MoreWorried Investors = Opportunities for Advisors
Rita Robbins: Featured in WealthManagement.com's 2023 Midyear Outlook
Read MoreMichael Kitces Podcast: The Evolution Of Super-OSJ Platforms To Support Independent Advisors
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...
Read More2023 Affiliated Advisors Retreat
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...
Read MoreAffiliated Advisors Named a Finalist in the 2023 WealthManagement.com Industry Awards
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...
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Announcing NXG Council Members
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...
Read MoreAdvisor Spotlight: Rob Rafano
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...
Read MoreTeam Member Spotlight: Ana Chicas
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...
Read MoreW Forum Visionary - How to Run Your Race
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...
Read MoreAffiliated Advisors Re-brands with a More Modern Approach to the Independent Broker-Dealer Experienc
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...
Read MoreA Model for Success - Advisor Talk with Frank LaRosa
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...
Read MoreAffiliated Advisors wins Ascension Award
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...
Read MoreAdvisers caught between Fidelity, DOL on using crypto in 401(k)s
Trisha Qualy featured in Investment News
Read MoreFidelity Chairman Ned Johnson: A Retirement Savings Industry Titan
Rita Robbins featured in Newsmax
Read MoreThe January Effect: Is it real and should you worry?
Trisha Qualy featured in HerMoney
Read MoreYour financial planner wants to manage all your retirement assets. Is that a good idea?
Trisha Qualy featured in MarketWatch
Read MoreWomen Advisor Summit 2021
Rita Robbins highlighted by InvestmentNews
Read MoreAdvisor Want to Hit the Ground Running
Trisha Qualy featured in Investor’s Business Daily
Read MoreRemote Leadership
Trisha Qualy featured on the Technolog-Ag Podcast
Read MoreEmbracing the Third Phase of Life
Rita Robbins featured as W Forum Visionary
Read MoreHow Financial Advisors Can Best Approach Post-Pandemic Digital Marketing
Rita Robbins featured in FA Financial Advisor
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