A Conversation with Michael Purpura — President of Wealth Management at D.A. Davidson
AdvisorHub’s CEO, Tony Sirianni talks with Michael Purpura — President of Wealth Management at D.A. Davidson. The two discuss how markets can impact recruiting, keeping consistency and stability during a turbulent economy, employee equity ownership, efficiencies that can be driven by A.I. technology, building wealth and enterprise value, and D.A. Davidson being independent for 90 years.
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A Conversation with John Amore — President of Kestra Financial
This week, AdvisorHub’s CEO, Tony Sirianni talks with John Amore. As Kestra Financial’s new President, John reflects on his career journey, highlighting the shift toward independence in wealth management. He shares how Kestra empowers entrepreneurial advisors with full-service capabilities, strong tech, and a supportive culture. John emphasizes the importance of selective growth, solid capital backing, and advisor-aligned equity. He also discusses industry consolidation, the need for firms to focus fully on wealth management, and having a commitment to fostering a collaborative advisor community.
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A Conversation with Ron Kruszewski — Chairman of the Board and CEO of Stifel Financial Corp.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Ron Kruszewski — Chairman of the Board and CEO of Stifel Financial Corp. The two discuss a range of topics, from market volatility and the role of AI in the advisory business to recruiting and the importance of strong company culture. Ron's perspective on navigating market corrections and the influence of political factors, like tariffs, is insightful. Ron touches on the evolving role of technology, particularly AI, in enhancing advisory processes but not replacing the human element.To hear more from Ron, register for Stifel’s Financial Advisor Virtual Open House: www.choosestifel.com/openhouseVisit AdvisorHub for more news and resources for financial advisors: http://www.advisorhub.com.
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A Conversation Scott Brown, CEO & Founding Partner and Ben Spiker, COO & Founding Partner of Shore to Summit Wealth Management
AdvisorHub’s CEO, Tony Sirianni talks with Scott Brown, CEO & Founding Partner and Ben Spiker, COO & Founding Partner of Shore to Summit Wealth Management. The three discuss how the industry is evolving to the independent space, the challenge of finding the next generation of wealth advisors, good culture including transparency and optionality, profit sharing and incentivizing recruiting, and the willingness to invest in your business.
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24:44
A Conversation with Kevin Reed — President, Private Client Group at Janney
AdvisorHub’s CEO, Tony Sirianni talks with Kevin Reed — President, Private Client Group at Janney. The two discuss the new partnership with KKR and their investment in Janney, being a service organization that benefits the financial advisor, cultivating an advisor first culture, making strategic investments in new markets, and having autonomy with full-service support.
Ireland