Founded 1999 … now $3B AUM, 20K clients, 200+ workers in 10 offices … clients $200K+ in assets … baseball player, Vanguard U, 1980s … hires athletes: ‘discipline’ … president, booster club, Pacifica Christian H.S. (see David Bahnsen) … on Trilogy softball team with father, son … plays bridge … supports Anaheim Ducks (see Tim Ryan) … first car: 1975 Chevy Malibu
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Much has been said about the rise of robo-advisors in the financial services industry. With tens of billions of dollars being invested in these online platforms, it is undeniable that consumers are craving the speed, efficiency and data that they can provide. While many of us agree that no computer can offer the one-on-one relationship that a client-advisor relationship can, we would be remiss to ignore this growing trend.
Some advisors react to the rise of these platforms by dismissing the trend and lamenting about the good old days when an account application could fit on a postcard. What they should be doing is exploring why robos are so appealing and what aspects of that technology could be incorporated into their practices.
...RIA Kestra Private Wealth says it has added a group with two advisors from Merrill Lynch: True Alpha Wealth Management of Sandusky, Ohio, is led by Brian C. Duttera and Elizabeth Skrinak, CFP.
Duttera was with Merrill Lynch for the past 30 years, while Skrinak worked for the wirehouse for the past 13 years.
“We chose Kestra PWS because of its easily adaptable platform, cutting-edge technological capabilities, integrated CRM tools and most importantly – the team’s commitment to helping us serve our clients and grow our business,” said Duttera, in a statement. “We’re thrilled, energized, and very happy with the support we received thus far.”
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