The Future of Financial Advisory Firms: Growth, Leadership & Succession with Tom Titus

Roger Gershman and Tom Titus discuss the future of financial advisory firms, including sustainable growth, leadership, succession planning, and building...

The Future of Independent Wealth Management | Greg Rosen & Roger Gershman

Roger Gershman and Greg Rosen discuss the future of independent wealth management, the forces shaping advisor choice, and what firms need to build for lasting...

Building a Legacy That Lasts | Roger Gershman & John Krambeer on the Future of Financial Advisors

Roger Gershman and John Krambeer explore succession, leadership, and the decisions that help financial advisors build durable firms and enduring client...

Heightened Supervision: What Every Financial Advisor Must Know | Roger Gershman & Brian J. Neville

Roger Gershman and attorney Brian J. Neville discuss heightened supervision, what it can mean for financial advisors, and the issues advisors should understand...

Stan Gregor Interview: Crafting the Wealth Management Firm of the Future

Stan brings nearly 40 years of experience in wealth management, having led advisor practices and senior roles across major firms like Citi, Fleet Boston, and...

Tim Bello Interview

Tim Bello is a Managing Partner at Merchant Investment Management , where he oversees the firm's key growth initiatives and directs overall corporate strategy....

Unpacking the Latest Retention Package: Jenny Kim and Brian Neville Discuss the Unique KKR Deal

Join Jenny Kim from The Gershman Group as she sits down with Brian Neville from Lex and Neville to discuss the latest retention package in the financial...

Protecting Your Interests: Barry R. Lax on Deferred Compensation Legal Battles

Recently, financial advisory firms have been getting slammed by lawsuits over deferred compensation and ERISA violations, with cases involving major players...

Andrew Parish and Roger Gershman Discuss The Fall of AdvisorHUB

Exploring Alternative Investment Strategies and Leadership Insights with Rob Sechan - New Edge Advisors

In this episode, Roger Gershman and Rob Sechan discuss the limitations and opportunities within the alternative investment space. They highlight how some of...

Haig Ariyan and Roger Gershman Discuss The Landscape

Meet Haig: At Arax, Haig oversees all operations, strategic direction, and leadership of the firm. Prior to joining Arax, Haig was the President and CEO of...

Making The Most Out of Independence with Roger Gershman & Kevin McCluskey

*Oct 2023: Castle Island Family Office currently only custody thru Schwab and exploring Goldman Sachs Advisor Solutions as a second solution for their...