During the 15th annual T3 Technology Conference for financial advisors, attendees heard from Anthony Stich of Advicent on how financial planning software can make them more competitive.
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.