Anthony Stich with Corey Westphal on webinar

Shifting Tides Webinar Replay: Advicent, Redtail & Mobile Assistant

The leaders at Advicent, Redtail Technology, and Mobile Assistant discuss the Shifting Tides in the practices of financial advisors, with Kristen Schmidt of RIA Oasis moderating.

Topics included:

  • The importance of technology integrations and workflows
  • The power of client insight in the planning process
  • How to take actionable steps out of the discovery process
  • And so many more best practices!
Watch the replay on YouTube!

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Anthony Stich Departs MarketCounsel, Joins $5B RIA Moran Wealth Management

One year after joining MarketCounsel, the business and regulatory compliance consultancy to independent advisors, Anthony Stich has moved to Moran Wealth Management, a Naples, Fla.-based registered investment advisor with more than $5 billion in assets under management.

Stich, who was executive managing director at MarketCounsel, will serve as Moran’s chief marketing officer, overseeing the expansion of its digital marketing efforts and reach across new platforms and audiences, according to a statement. He connected with Moran via MarketCounsel, which has the RIA as a client. 

Read more at Wealthmanagement.com.