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Berthel Fisher Embarks on Next Stage of Growth Vision with Senior Leadership Team Enhancements

Berthel Fisher Embarks on Next Stage of Growth Vision with Senior Leadership Team Enhancements

The Berthel Fisher Companies (Berthel Fisher or the "firm") — a leading wealth management, investment management and insurance solutions provider — today began to implement the next stage of its growth vision by announcing several enhancements to its leadership team.

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How financial advisors and retail investors engage with alternative investments

How financial advisors and retail investors engage with alternative investments

The alternatives market is complex, and Rick Murphy, executive vice president, due diligence at Berthel Fisher is responsible for reviewing and approving products for the firm. On the alternatives side, the firm primarily offers REITs, a long-time favorite among alts investors. We spoke to him about his process, and how Berthel Fisher’s capabilities are aligning high-quality alts with financial advisors and their advisors’ end clients.

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Berthel Fisher’s Paige Swartzendruber: Artificial Intelligence and Wealth Management

Berthel Fisher’s Paige Swartzendruber: Artificial Intelligence and Wealth Management

DWN sat down with Swartzendruber recently to delve into her perspectives on how AI may transform the different entities in the wealth management space and affect the people who work within them.

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