Mr. Purple interviewed at T3 2021

The changing expectations of financial planning

Catching up with InvestmentNews at the 2020 T3 Advisor conference, Advicent COO Anthony Stich makes the case for advisors to be more comfortable charging for financial planning services.
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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.